call report Archives

Two for Tuesday

Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video

Take a Look at the CU*Answers University Courses for January!

Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in January! Use the button below to register today. Register Today

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Learn All About the NEW Online Banking Secured Loan Application

The Lender*VP and IRSC teams invite you to join one of our upcoming webinars, as we dive into the NEW online banking Secured Loan Application! We will demo the app and walk you through the process of setting it up in CU*Publisher! Use the button below to register for one of the upcoming webinars. Register Now

Get the Most Out of CU*Forms

Imaging Solutions invites you to join our CU*Forms workshop series! Hosted weekly, these one-hour workshops are designed to help your credit union get the most out of CU*Form. Click the button below to register! Register Now

2026 Education Catalog

Get your planners ready because there’s a wealth of training opportunities coming your way in 2026. You can click the button below to download a digital copy of the Education Catalog today!
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Join Us for a Dive into Administrator Features Available in TLC!

If you or your team members have administrative privileges in TLC, we invite you to join an upcoming webinar for a dive into available features. This event will detail how to add and manage employee data, how to schedule courses and exams, as well as the process of running reports. Click the button below to register today! Register Today

New for 2026: The CU*Answers Quarterly Contests & Cooperative Campaigns

The CU*Answers Quarterly Contests and Cooperative Campaigns are Ready for 2026! You can place orders now for the 2026 Quarterly Contests and Cooperative Campaigns. Also new for 2026 is the CU*Answers Booster Pack! This pack contains 6 banners optimized for mobile 8.0 and online banking. Click the button below to learn more. Learn More

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5300 Call Report: 4th Quarter Update

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 4th Quarter Update Before you start working on your 4th quarter Call Report, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q425 Call Report any time after January 1, but be sure to wait… Read more »

Dec 24, 2025

5300 Call Report: 1st Quarter Update

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 1st Quarter Update Before you start working on your 1st quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q125 Call Report any time after April 1, but be… Read more »

Mar 25, 2025

5300 Call Report: 4th Quarter Update

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 4th Quarter Update Before you start working on your 4th quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q424 Call Report any time after January 1, but be sure… Read more »

Dec 30, 2024

Video Now Available: CU*BASE Call Report Training

Check out our latest video for a review of the CU*BASE Call Report Toolkit! If you missed the recent webinar hosted by Earnings Edge, a recording of this session is now available – this video includes a walkthrough of the steps for creating a Call Report on CU*BASE, the configuration of account codes, how to… Read more »

Dec 27, 2024

CU*BASE Call Report Training, Presented by Earnings Edge

Join the Earnings Edge Accounting Services team for a review of the CU*BASE Call Report Toolkit! We’ll walk through the steps of creating a Call Report on CU*BASE, detailing the configuration of account codes, manually entering data, and creating/sending the file to the NCUA. We will offer tips for those who already use this tool… Read more »

Dec 9, 2024

CU*BASE Call Report Training, Presented by Earnings Edge

Nov 26, 2024

CU*BASE Call Report Training, Presented by Earnings Edge

Join the Earnings Edge Accounting Services team for a review of the CU*BASE Call Report Toolkit! We’ll discuss the latest updates to the call report and will explore education opportunities relating to the toolkit. This event will be hosted by Keegan Daniel, VP of Professional Services and Amber Jecks, Accounting Services Consultant. Click the button below… Read more »

Jul 24, 2024

5300 Call Report: 1st Quarter Update

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 1st Quarter Update Before you start working on your 1st quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q124 Call Report any time after April 1, but be… Read more »

Mar 26, 2024

5300 Call Report: 4th Quarter Update

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 4th Quarter Update Before you start working on your 4th quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q423 Call Report any time after January 1, but be sure… Read more »

Dec 27, 2023

Check Out These Helpful Resources for Completing the 5300 Call Report in CU*BASE

Do you have new staff who will be assisting with the quarterly 5300 Call Report or current staff who could use a refresher on these tasks? Below are several great resources that you can share with your team! Click here for a list of AnswerBook topics relating to 5300 Call Reports. Learn more about quarterly… Read more »

Jul 12, 2023