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

CUaxis February Education Series

Attention CUaxis credit unions: CU*Answers will be hosting a special series of educational courses in February, where we will explore services and features available to your organization. These courses will be held between Tuesday, February 17th and Thursday, February 19th. Please use the button below to learn more and start your registration. Register Today

Get Ready for the Next Collections Roundtable!

Join us for the FREE Collections Roundtable, an open forum discussion on collection laws, internal procedures, and CBX processes. Have any collection-related questions or topics you’d like to discuss? We welcome you to share these during the roundtable event! Use the button below to register today! Register Today

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 programming forms, setting up FormFLOW and membership products, eSign workflows, and more! Use the button below to register now. Register Now

Meet AdvantageCIO – New Year, New Partnership!

Join AdvantageCIO for a 45-minute webinar as we introduce the experienced team at Damian Walters & Associates, LLC and share with you details of the new partnership designed to provide professional services at an affordable price. Click the button below to register for this upcoming webinar! Register Now

Custom Services New Name

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!
Download Catalog

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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