Understanding Your Call Reports

Tuesday | 10:15am – 11:45am

Bill Berg, MBA, CCUE, CUCE, BSACS, CUERME, VP of Compliance Training & Information, LSCU & Affiliates

Each quarter all financial institutions submit their quarter end financial statements.  This includes the income and expense statement as well as the balance sheet.

Your regulators use these quarterly filings and other information to determine who gets examined when and how robust the examination is going to be.

This session will provide attendees with a detailed overview of how to analyze their call report information including looking at the Custom Performance Reports that are provided to each credit union on a quarterly basis and how the regulators draw meaningful conclusions from the trends.

About the Speaker:

Bill Berg is the vice president of compliance training and information for the LSCU & Affiliates. Bill answers
technical/regulatory questions via telephone or email; provides customized training to credit unions, chapters, and other groups; and was one of the principal authors of and is the editor of the Bankruptcy and Collections and Board of Directors Channels for League InfoSight (The LSCU’s Online Compliance System). He also facilitates planning sessions for credit unions. Bill has been with the League since 1988.
Prior to joining the League, Bill worked for 11 years with the Federal Reserve of Atlanta’s Jacksonville Branch.