Power BI User Group: 2022 NCUA 5300 Call Report Changes


April 07, 2022


02:00 PM - 03:00 PM EST


Callahan & Associates, Inc.


Spring is in the air – but so are big changes to the 5300.

The NCUA Call Report Modernization Project has big implications for how credit unions report to the NCUA – featuring substantial reorganization and restructuring of most sections of the Call Report, including the removal, addition, and modification of over 1,000 combined account codes. The Call Report Modernization Project is an area where the skill and expertise of analytics teams have a part to play.

Join us on Thursday, April 7 at 2:00 PM ET for an informative session focused on the 5300. We will cover:

  • Introduction & Power BI User Group Community Updates
  • The History Of (Recent) Call Report Changes
  • Chhhh-Changes! What’s changing? What does it mean?
  • Panel Discussion: Credit Unions Weigh In
  • Open Q&A

Analytics practitioners work closely with the business to support the needs of members via the finance, marketing, risk, and other departments. The goal of this webinar is to educate credit union leaders on how the upcoming 1Q22 5300 Call Report changes might impact their data, analytics, reporting, and comparative analytics programs.

While this webinar will be presented from a business intelligence frame of mind you do not need to be a BI professional or Power BI user/client to register to attend.

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