2024 Call Report Series

Live Webinar
    • Unlimited connections for your institution
    • Available on desktop, mobile & tablet
    • Take-away toolkit
    • Presenter’s contact info for questions
On-Demand Webinar
  • 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
See Registration Options
90-minute webinars - available live or on-demand

  • Call Report Update 2024
  • Call Report Lending Schedule Preparation
  • Understanding Call Report Regulatory Capital
  • Auditing Call Reports: Compliance, Regulator Expectations & Best Practices

Purchase webinars individually or buy the whole series to save 10%!


The Call Report is one of the primary tools regulators use to monitor and supervise banks. This series will benefit all Call Report preparers and reviewers, including CFOs, controllers, accounting officers, loan and credit administration officers, and others responsible for ensuring the accuracy and consistency of their institution’s quarterly Call Reports.

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.

Included Webinars:

Call Report Series: Call Report Update 2024
Jan 9, 2024Webinar

Call Report Update 2024

Given the ever-changing accounting and regulatory landscape, it is imperative that Call Report preparers and reviewers stay current with changes to the reporting forms and instructions. The agencies continue to issue proposed and finalized changes that will impact all Call Report filers in 2024 and beyond. This session will highlight 2024 Call Report changes, in particular new guidance related to reporting loan modifications for borrowers experiencing financial difficulty, which has replaced TDR loan reporting. Results of the 2023 statutorily mandated full review of Call Reports will be addressed. The session will also cover recent changes to the Call Report instructions, as well as commonly misreported items, including reporting an institution’s loans, deposits, and regulatory capital.
Call Report Lending Schedule Preparation
Apr 9, 2024Webinar

Call Report Lending Schedule Preparation

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 call reporting challenges, including loans held for sale, loan modifications, and maturity and repricing data will be addressed. The basics of reporting past due and non-accrual information in Schedule RC-N and reporting allowance for credit loss activity on Schedules RI-B and RI-C will also be covered.
Understanding Call Report Regulatory Capital
Aug 1, 2024Webinar

Understanding Call Report Regulatory Capital

With over 100 pages of ever-changing instructions and rules, reporting regulatory capital in Call Report Schedule RC-R continues to be difficult for community banks. This webinar will provide a deep dive into capital reporting 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, as will recent changes to Schedule RC-R. Participants will also learn how reporting incorrect information in other Call Report schedules can impact reporting of regulatory capital.
Auditing Call Reports: Compliance, Regulator Expectations & Best Practices
Oct 8, 2024Webinar

Auditing Call Reports: Compliance, Regulator Expectations & Best Practices

With heightened examiner focus on call reporting and with bank resources strained to the limit, this session will help Call Report preparers and reviewers focus on efficiency, accuracy, and proper documentation when auditing their quarterly Call Reports. Best practices for the audit and review process will be discussed, along with regulatory expectations for the call reporting process. Session highlights will include ideas for finding common errors, ensuring consistency between Call Report schedules, properly documenting the preparation and review function, and utilizing the internal audit function to verify Call Report accuracy. Additionally, this session will cover the latest changes to the Call Report schedules and instructions.