Upcoming Live Webinar

Add Time Back to Your Year with 5300 Call Report Automation

June 18th, 2026 | 2:00 PM EST

If the quarterly 5300 Call Report turns your finance team into a 2-3 week fire drill, you're not alone. Credit unions face increasing pressure to file accurately and on time, prove their numbers under examiner scrutiny, and absorb evolving NCUA rule changes, without losing senior analysts to spreadsheets and hand-keying every 90 days.

Join Rise Analytics and Corelation for an upcoming webinar spotlighting how Rise Analytics 5300 Call Report Automation can turn quarterly call-report chaos into a continuously validated, submission-ready process, reclaiming weeks of senior finance-team capacity each year. Live walkthrough of the production tool, candid Q&A with the featured institution, and a build-vs-buy reality check.

In this session, you'll learn:

• How to reduce the quarterly 5300 cycle from 2-3 weeks of manual prep to hours of executive review.

• Practical ways to validate continuously, catching anomalies, missing data, and quarter-over-quarter drift before submission, not after.

• How to keep your current core, GL, and data architecture, Rise ingests from Keystone alongside any source system you already have, with no centralized warehouse prerequisite.

• What's possible when continuous validation, Smart Fill AI-assist, and direct NCUA submission work as a single integrated workflow. 

5300 reporting doesn't have to be a source of stress. Find out how Corelation institutions can leverage Rise Analytics, a Trellance Company, to trade quarterly call-report panic for simplified, examiner-ready compliance. 

Brennan Wood
Sales Engineer

Josh Bolander
VP, Sales and Engineering

Emmanuel Toledo
Sr. Cloud Software Development Engineer 

Reserve Your Spot Today!

Fill out the form below to sign up for this webinar!