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Having a firm and knowledgeable grasp of the form is one thing, but keeping up with the latest changes and insights to ensure you’re meeting regulatory expectations is another matter. Join FMS for 5300 Call Report for Credit Unions and take full advantage of all the reporting options available to you. This 3-day virtual program is a must for credit union accounting professionals or anyone aiding in the completion of the report. The agenda will cover:
Ensure you’re armed with the tools to prepare for your next filing and register to attend 5300 Call Report for Credit Unions today!
Recorded September 16 - 18, 2024
Earn up to 9 hours of CPE
The Call Report is a dynamic and ever-changing document in the realm of financial reporting. Over the past few years, we've been on a continuous journey of adaptation, carefully addressing and implementing extensive alterations and updates to this crucial report. The financial landscape is not static, and regulatory authorities regularly introduce modifications to ensure accurate and transparent reporting. As we look ahead, we acknowledge that the journey of change continues and we must continue to be proactive and adaptive to those changes. This immersive 3-day virtual is designed to offer valuable insights into the latest developments in the Call Report. Throughout the event, we will delve into new, proposed and revised changes, with a focus on specific Call Report line items that are directly affected. Attendees can expect comprehensive discussions on accounting guidance and regulatory changes. This program is tailored to equip you with the knowledge and expertise needed to navigate the evolving reporting landscape effectively. Staying well-informed is key to ensuring that your financial institution is fully compliant and prepared for the dynamic world of financial reporting. This training program offers a versatile learning experience. It caters to both new preparers, providing fundamental training and experienced preparers, offering in-depth coverage of advanced topics. The content structure ensures that everyone benefits. Participants will receive handout materials to assist them in following the training agenda. While the primary focus will be on the FFIEC 041 and 051 forms, it's important to note that if your bank files the FFIEC 031 report, the information presented will still be advantageous. To make the most of this training, it is recommended that participants come prepared. Bringing a copy of their recent Call Report or printing out a blank copy of the applicable FFIEC form for their bank can enhance the learning experience and facilitate a better understanding of the topics covered.
Recorded September 11 - 13, 2024
Navigating the ever-changing landscape of the Call Report is like embarking on an exciting journey. We've successfully traversed the winding path of extensive changes that have unfolded over the past few years, demonstrating our resilience and commitment to staying up-to-date in the dynamic world of finance. As we approach the second quarter-end of 2024, it is essential that we remain proactive in addressing questions and concerns that come from FASB revisions, the elimination of current terminology related to modified loans, and the accounting and reporting of modified loans. Staying well informed about accounting standards and regulatory changes is essential to ensure your institution’s Call Reports are accurate, compliant, and reflect the most current reporting requirements. The focus of this 6-hour training is designed to provide those with Call Report preparation and review responsibilities with information on new, proposed, and revised changes impacting June 2024 and beyond. You’ll be well-equipped during the training with comprehensive handout materials provided to support the agenda. We’ll focus on FFIEC 041 and 051 forms, but even if you file the FFIEC 031 report, you’ll find this information valuable. To get the most out of the training, we recommend bringing either a recent Call Report or a printed blank copy of the relevant FFIEC form for your bank. Get ready to make the most of this learning experience!
Recorded June 10 - 11, 2024
Earn up to 6 hours of CPE
Choosing the Right ALM Modeling Solution: In-House and Outsourced Solutions and Risk Assessments (Digital Version) With an introduction and explanatory copy throughout from Christine Mills, Managing Director of MountainView Financial Solutions, A Situs Company, this exclusive resource includes information on in-house models, outsourced models and risk assessments from the following industry-leading ALM model vendors: ALM First The Baker Group, LP Darling Consulting Group Empyrean Solutions FICast Data, An Empyrean Company Fiserv, Inc. IRR-analytics, LLC McQueen Financial Advisors, Inc. Plansmith ProBank Austin ZM Financial Systems (ZMFS) Whether you’re just getting started in your search for an ALM solution, considering a change of vendor or contemplating a shift from an in-house to outsourced model, this new online resource is full of helpful, practical guidance to help make the important decisions facing your institution.
When you consider everything you have to do to effectively manage your asset/liability process (interest rate risk modeling, liquidity measurement and management, contingency funding/planning, supporting model inputs and validating model outputs) it’s no wonder ALM and liquidity are key areas of focus not just for financial managers but also for examiners. Banks and Credit Unions of all sizes and complexities face new and unique challenges including maintaining accurate data, keeping abreast of regulatory requirements, and producing results in which stakeholders can have confidence. We rely on models more than ever to manage our institutions but constantly find ourselves challenged to develop and support assumptions that reflect current business practices and to use the model to drive strategic discussion and decision-making. This virtual serves as a refresher course for those who have been involved with asset-liability management, continuing education for ALCO/Board members and senior management that are accountable but not involved in the day-to-day modeling, and a comprehensive overview and introduction to those who are new to the financial services industry. Over two days, Alpha Numeric Consulting, LLC and Darling Consulting Group will provide detailed examples of how to most accurately construct a model that identifies your true risk profile and acts as a foundation for strategic discussions aimed at risk management and earnings optimization.
Recorded October 7 - 8, 2024
Recent market and industry trends combined with an uncertain economic and interest rate outlook have created a challenging environment for many financial institutions. To help navigate these rough seas, banks and credit unions are exploring ways to improve their budgeting and planning processes to assess the paths forward that will optimize their financial and operational performance while staying within regulatory and internal risk parameters. In this 2-hour session, Empyrean Solutions will discuss numerous best practices and considerations focused on driving more insight and accuracy in your planning processes.
Recorded Thursday, March 20, 2025
Earn up to 2 hours of CPE
Markets have changed significantly in the past few years, making capital allocation and relative value critical to sustainable financial success. Simply managing the status quo isn't an effective option anymore. Join ALM First experts for this virtual education series to explore why today's balance sheets should look different given modern market & risk considerations, and practical approaches to achieve a balance sheet aligned to your strategic objectives.
Recorded July 16 - 17, 2024
Earn up to 4 hours of CPE