The 5300 Survival Guide: Building a Reliable Call Report Process
In this session, credit unions will learn to build a streamlined call report process so that it does not feel overwhelming. We will break down the essential components of a strong reporting workflow and highlight the most common challenges that credit unions face when preparing the 5300 in-house.
Date & Time
June 23, 2026
10 - 11 a.m. CT
Who Should Attend?
Staff and CEOs at small credit unions (under $100M in assets).
Speaker:
Beronica Noriega
Beronica Noriega, Senior Business Operations Consultant, provides remote business consulting services to credit unions. These services include bank and general ledger reconciliations, account research, special lending reviews, NCUA call report preparation, and assistance with credit union data processor core conversions. With over 20 years of experience in the financial industry, she has served in roles including credit union branch manager, credit union vice president focused on accounting operations, and internal and external auditor. Her extensive background allows delivery of efficient and practical solutions that strengthen credit union operations. Beronica graduated from the University of Texas at Dallas with an emphasis in Business Administration.
