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7 Ways to Simplify Credit Union Call Reports

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Author

Workiva

Read time

3 minutes

Key Takeaways

  • Compiling a Form 5300 or Form 5310 for the National Credit Union Administration takes coordination across an organization
  • Common frustrations include difficulty accessing data, lack of visibility into data drivers, duplicative work, and governance challenges
  • Connected reporting can help simplify the process, improve transparency, and reduce the risk of human error

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