Dates of Event & Pricing

$549 for Webinars and Playbacks*

*Playback has no expiration and may be shared internally.

  • Parts 1 & 2: Tuesday, July 16, 2019
    Parts 3 & 4: Monday, August 5, 2019

  • 12:00 – 3:30 pm (Eastern Time)

  • 11:00 – 2:30 pm (Central Time)

  • 10:00 – 1:30 pm (Mountain Time)

  • 9:00 – 12:30 pm (Pacific Time)

Curriculum

Credit Union (CUs) have attracted many newcomers to the industry, often at entry level positions. Those newcomers generally work their way up to more challenging positions at the CU. Because of the relatively small size and limited resources at most CUs, formal training is in many cases a luxury. Employees have to learn on the job. This is not always the best or easiest way. The new CU employee needs an overview of his or her CU and the industry the CU is part of. Also, he or she needs basic knowledge about how the CU fulfills its quarterly responsibility for filing financial information with the CU’s regulator – the NCUA. This webinar satisfies those needs.

While these sessions can be purchased individually, you save almost 50% if you register for all 4 as a bundle! Click on any of the links below to read more about the individual sessions:

1. CU Call Reports 101: Introduction to Forms 5300 and 5310 – July 16, 12:00 – 1:30 pm ET, $249

2. CU Call Reports 201: A Closer Look at Form 5300 – July 16, 2:00 – 3:30 pm ET, $249

3. CU Call Reports 301: Calculations of Net Worth Ratio and Risk-Based Capital Ratios – Aug 8, 12:00 – 1:30 pm ET, $249

4. CU Call Reports 401: Credit Union Loan Classifications for the CU Call Report Form #5300 – Aug 8, 2:00 – 3:30 pm ET, $249

This exclusive BankersHub training is an excellent way for credit unions to provide reasonably priced professional training to all financial staff, including bookkeepers, accountants, clerks and Chief Financial Officers.  It gives management comfort that employees know what to do to avoid reporting errors, omissions and revisions. It also demonstrates to regulators that the credit union is serious about keeping its staff educated on critical reporting requirements.

Instructor

  • Paul Sanchez

    Paul Sanchez

    PSA Professional Service Associates / Founder


    Paul J. Sanchez, CPA, CBA, CFSA conducts a CPA practice in Port Washington, New York. He is also the owner of Professional Service Associates (PSA), a consulting and professional training and development business servicing corporate clients (auditors, controllers, etc.), CPA firms, professional associations and others. He was an assistant professor at Long Island University – C.W. Post Campus as well as an adjunct lecturer at City University of New York. Prior to starting PSA, he was the Vice President-Professional Development for the Audit Division of a regional bank and Director of Professional Practices and Vice President of a money-center bank, where he directed the professional practice development and training for internal auditors.

Credits

6.0 CPE Credits