2022 Call Report Series
StreamedJan 10, 2022
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- Unlimited & shareable access starting
two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
This series tackles multiple aspects of Call Report preparation.
Including fundamentals, recent updates, classifications, and regulatory capital.
CALL REPORT SERIES TOPICS
90-minute webinars – recordings also available
- Call Report Update 2022
- Call Reporting Basics
- Understanding Call Report Regulatory Capital: Standards, Ratios, Risk Weighting
- Call Report Loan Classifications
Purchase webinars individually or purchase the series to save 10%!
Call Report preparation and questions are seemingly neverending. Call Reports say a lot about an institution’s financial health, stability, and risk profile – and once filed become public record. Anyone from examiners to consumers can monitor your institution’s current performance and historical trends. This in-depth series addresses the recent changes that affect your institution, identifies avoidable errors, and provides other critical information to enhance accuracy.
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only.
Oct 11, 2022Webinar
Reporting accurate information on Schedule RC-C and other loan-related schedules is one of the biggest challenges in call reporting. Coding loans correctly at origination is crucial to ensuring loans are included in the correct Call Report categories. This session will highlight common mistakes in coding loans, including what constitutes a loan secured by real estate, and how to determine owner-occupied versus non-owner-occupied loans. Other reporting challenges will be highlighted, including non-accrual loans, TDRs, and maturity and repricing data. The basics of Schedules RC-C and RC-N and reporting allowance for loan loss activity on Schedules RI-B and RI-C will also be covered.
Staying abreast of the evolving accounting and regulatory environment is crucial for Call Report preparers and reviewers. This well-timed webinar will relay the latest Call Report preparation developments and spotlight frequent, yet avoidable, mistakes.
This webinar will cover the basic principles of call reporting, including why the Call Report is required and how it is used by examiners, auditors, and bankers. With Call Reports, everything begins with the balance sheet, Schedule RC, and income statement, Schedule RI. This session will focus on Schedules RC and RI to help Call Report preparers and reviewers accurately report bank assets, liabilities, and income. This webinar will highlight the most common mistakes in classifying assets and liabilities on Schedules RC and RI and their supporting schedules.
With over 100 pages of ever-changing instructions and rules, reporting regulatory capital in Call Report Schedule RC-R continues to be difficult. This webinar will provide a deep dive into reporting regulatory capital and common mistakes in the calculation of regulatory capital ratios and asset risk weights. Topics such as the Community Bank Leverage Ratio, residential mortgage exposures, high volatility commercial real estate (HVCRE) exposures, deferred tax assets, and unfunded commitments will be addressed. Participants will also learn how incorrect information in other Call Report schedules can impact reporting of regulatory capital.
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