Dates of Event & Pricing

$249 for Webinar and Playback*

*Playback has no expiration and may be shared internally.

  • Tuesday, June 16, 2019

  • 2:00 – 3:30 pm (Eastern Time)

  • 1:00 – 2:30 pm (Central Time)

  • 12:00 – 1:30 pm (Mountain Time)

  • 11:00 – 12:30 pm (Pacific Time)



The Form 5300 quarterly Call Report for natural person credit unions (CUs) represents a very detailed balance sheet and income statement with very detailed supporting Schedules. The Form 5300 is unique to the CU industry and requires a careful look by those involved with it as preparers or reviewers. The most important Schedule is the balance sheet with its intricate handling of loans and investments and its lack of the typical “stockholders’ equity” section. The income statement is straight forward and lacks the uniqueness of the CU balance sheet. Although important, the income statement is not as important as the balance sheet and has less coverage in this webinar.


This 2nd installment in our Credit Union Call Report series covers each line on the important balance sheet. It uses an actual Form 5300 filed by an existing, operating CU. It covers what each line should include and not include. Where needed, it provides information to explain the contents of a particular line. Such information includes background on the industry matter and the accounting and regulatory concerns. Attendees will receive significant information to provide them with a solid hands-on understanding about the important aspects of the Form 5300.

This accounting training also provides an overview of the NCUA online system. It explains the roles of the users of that system and the nine (9) types of information that must be kept current in each of the CU Profile Tabs within the online system.

Learning Objectives

  • Understand the CU online system
  • Identify and comprehend what must be included in each of the nine (9) CU Profile Tabs within the CU online system
  • Appreciate helpful hints and mechanical guidance for the Form 5300
  • Distinguish between Form 5300 pages required for all CUs and those pages required for only certain CUs
  • Master the line-by-line requirement for each line on the balance sheet
  • Learn what needs to be included on the important income statement lines

Save almost 50% by registering for all 4 sessions in this critical accounting training series!


  • 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.


1.5 CPE Credits per Session