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2018 Call Report Series

6-Part Series

Preparing your institution’s Call Report involves
careful data compilation and complex calculations. This series of 6 webinars
will provide the most efficient and accurate ways to complete this form.

Purchase Webinars Individually or Purchase the Series to
Get All 6 Webinars for the Price of 5!

Correctly completing your institution’s Call Report is crucial. Once the report is filed, it becomes public information and is often used by examiners, investors, and even consumers to monitor your institution’s current performance and historical trends. Filing Call Report corrections or amendments can be time-consuming and often result in a phone call from your regulator. Therefore, it is imperative to get it right the first time.

Whether you are just getting started or have years of experience, this series has tips, tools, and takeaways for everyone! You may register for the entire series or individual sessions. By signing up for the entire series, you will receive 6 webinars for the price of 5.

Call Report Series Topics

Session Dates & Descriptions

12:00 pm – 1:30 pm Pacific
1:00 pm – 2:30 pm Mountain
2:00 pm – 3:30 pm Central
3:00 pm – 4:30 pm Eastern

Click on presenters’ names below for more information.

March 21, 2018
Introduction to Call Report Preparation

Michael Gordon & Kris Trainor, Mauldin & Jenkins, LLC

With 60 to 90 pages of schedules to complete and over 700 pages of constantly changing instructions, Call Report preparation can be intimidating. New preparers and reviewers need guidance and resources to understand the basic filing requirements, cut through information overload, and establish a strong Call Report process. This session will highlight how the Call Report is used and how to approach key schedules and items, including the lending and regulatory capital schedules. Preparers and reviewers will learn tips for properly documenting the preparation and review process.

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June 5, 2018
Examining Bank Assets, Liabilities & Income in Call Report Preparation

Amanda C. Garnett, CliftonLarsonAllen LLP

Call Reports provide examiners with a great deal of information regarding your bank’s financial performance. This session will help Call Report preparers and reviewers accurately and consistently report bank assets, liabilities, and income. Session highlights will include the classification of assets and liabilities on Schedules RC, RC-F, and RC-G; the basics of investment reporting on Schedule RC-B; the basics of deposit reporting on Schedule RC-E; and reporting bank income on Schedules RI and RI-E.

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July 25, 2018
Preparing Call Report Basic Lending Schedules: Coding, Classifications & Loan Loss Allowance

Amanda C. Garnett, CliftonLarsonAllen LLP

The loan information provided in Call Reports allows examiners to review changes, trends, and concentrations in the bank's loan portfolio during and between examinations. Accurate and consistent loan reporting affects an examiner's perception of a bank's overall credit quality. This session will focus on Call Report loan reporting basics, including accurately coding loan types, such as residential real estate loans, construction loans, owner-occupied vs. non-owner-occupied loans, and multifamily loans. The basics of completing Schedule RC-C Part I and reporting allowance for loan loss activity on Schedule RI-B will be covered.

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September 18, 2018
Call Report Preparation: Schedule RC-R, Regulatory Capital & the Capital Conservation Buffer

Amanda C. Garnett, CliftonLarsonAllen LLP

Many bankers struggle to understand how regulatory capital is calculated and how to complete Schedule RC-R. Designed specifically for community banks, this webinar will take an in-depth look at regulatory capital. It will provide an overview of the regulatory capital rules, how to calculate capital ratios, the impact of the capital conservation buffer and prompt corrective action standards, and guidance on risk-weighting bank assets and commitments.

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October 25, 2018
Complex Call Report Lending Schedule Preparation

Amanda C. Garnett, CliftonLarsonAllen LLP

Call Report lending schedules provide critical credit information to regulators. But there are many nuances to correctly completing these schedules. This program will provide a deeper look at Call Report lending schedules and focus on complex reporting topics. Join us to learn more about reporting troubled debt restructurings, secondary market lending activities, mortgage servicing activities, loan related commitments, related party loans, and the impact of business combinations and loan purchases.

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December 11, 2018
Improving Efficiency in Call Report Preparation: Documentation, Accuracy & Common Errors

Michael Gordon & Kris Trainor, Mauldin & Jenkins, LLC

With heightened examiner focus on Call Reports and bank resources strained to the limit, your Call Report preparers and reviewers must focus on efficient, accurate, and proper documentation. This session will provide ideas for creating strong, easy-to-follow supporting documentation, improving the speed and accuracy of your process, finding common errors, ensuring consistency between schedules, and properly documenting the preparation and review function.

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