Click Here for Member Pricing Click Here for Non-Member Pricing
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 virtual education and take full advantage of all the reporting options available to you. This 3-day 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 18 - 20, 2023
Earn up to 8 hours of CPE
During this six-hour virtual event, leading ALM and balance sheet management experts at Darling Consulting Group will walk you through interest rate risk, liquidity and capital measurement and management fundamentals. They’ll also share their insights into scenario selection and assumption management given today’s economic uncertainty, leading measurement and reporting approaches, and how to inspire ALCO to make optimal strategic decisions with confidence. Recorded July 19 - 20, 2022 You will receive a link to the recorded webinar within 24-48 hours.
The Call Report is constantly in a state of change. We worked through the extensive changes that took place over the course of the past few years. As we are nearing the end of the third quarter of 2023, this virtual will re-visit the common questions that arose from CECL implementation. In addition, we will discuss reporting TDRs/Modified loans, as well as Reference Rate Reform matters as the termination of LIBOR became effective on June 30, 2023. This 3-part virtual will provide information on new, proposed and revised changes to the Call Report with identification of specific Call Report line items impacted. Accounting guidance and regulatory changes will be discussed and presented in order to update those with Call Report preparation and review responsibilities. In addition, this 3-part virtual training will provide basic training for new preparers and include extensive coverage of new and complex issues for experienced preparers. New, proposed and revised changes will be presented in summary form at the beginning of the seminar with detailed discussion over the course of the training as we work through the schedules impacted by the changes applicable in current reporting as well as proposed reporting in the future. Participants will receive handout materials to support the training agenda. This training will cover the FFIEC 041 and 051 forms, however, if you file the FFIEC 031 report, the information covered will also benefit your bank. It is advised that participants bring a copy of their recent Call Report or print out a blank copy of the FFIEC form applicable to their bank.
Recorded September 11 - 13, 2023
Earn up to 9 hours of CPE
With the implementation of ASU 2016-13 and Accounting Standard Codification Topic No. 326 rapidly approaching for all financial institutions, this virtual with Third Party Resources, Inc. will assist Call Report preparers, reviewers or auditors understand the various schedules and line items impacted by CECL reporting requirements. Recorded October 18, 2022 You will receive a link to the recorded webinar within 24-48 hours.
This 6-hour virtual will provide information on new, proposed and revised changes to the Call Report with the identification of specific Call Report line items impacted for June 30, 2022, and beyond. Accounting guidance and regulatory changes will be discussed and presented in order to update those with Call Report preparation and review responsibilities. Recorded June 21 - 22, 2022 You will receive a link to the recorded webinar within 24-48 hours.
FMS is proud to continue its beneficial CECL Virtual Education series into 2022. Join Darling Consulting Group and Wolf & Company, P.C. as they share lessons learned from their respective experiences with CECL implementations, validations and audits. With the latest updates and information available for discussion, participants will gain valuable, best practice insights on avoiding and overcoming some of the most common validation and audit challenges and how peers are leveraging their CECL experience to drive additional strategic benefit. Recorded May 24 - 25, 2022 You will receive a link to the recorded webinar within 24-48 hours.
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.
Managing the asset/liability process, modeling for interest rate risk and auditing model inputs and outputs are some of the most heavily scrutinized areas financial managers face at their institutions today. For members of your institution who are involved in the asset/liability management process knowing how to define accurate and institution-specific assumptions and reporting accurate and informative Interest Rate Risk results is vital. Join Alpha-Numeric Consulting, LLC and Darling Consulting Group as they prepare your institution for regulatory scrutiny. Recorded May 16 - 17, 2022
You will receive a link to the recorded webinar within 24-48 hours.
With so many moving pieces in our day-to-day experiences, the proper training (new resources or a tune-up) is vital. This virtual, presented by Empyrean Solutions, will focus on both the foundational and advanced risk management principles and practices applicable to ALCO committees and dive into how ALCOs measure, monitor, mitigate and manage balance sheet risks. Recorded October 26 - 27, 2022 You will receive a link to the recorded webinar within 24-48 hours.
During this immersive, six-hour virtual program, attendees will explore the financial and operational risks, the interplay between them, leading measurement approaches and how to establish effective KRIs and risk appetite statements. In addition, Darling Consulting Group will discuss ways to address common governance and cultural obstacles and the vital role capital planning and stress testing play in your ERM assessment and management process. Recorded August 3 - 4, 2022 You will receive a link to the recorded webinar within 24-48 hours.