Series

2019 Call Report Series

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Live Webinar Includes

  • One connection to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Presenter’s Contact Info for Follow-Up

Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available 6 business days following Live date
  • Available for 6 months following Live
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your bank
  • Presenter’s contact info for follow-up
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4-Part Series

This series will address multiple aspects of Call Report preparation, including recent changes, lending topics, regulatory capital, and classifications.

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Correctly completing Call Reports is essential. Once the reports are filed, they become public information and are 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 results in a phone call from your regulator. Therefore, it is imperative to get it right the first time.

Call Report Series Topics

Session Dates & Descriptions

Click on presenters’ names below for more information.

May 2, 2019
Call Report Basics, Including Balance Sheet, Income Statement & Related Schedules

Michael Gordon and Kris Trainor, Mauldin & Jenkins, LLC

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. The most common mistakes in classifying assets and liabilities on Schedules RC, RC-F, and RC-G, and in reporting bank income and expense on Schedules RI and RI-E will be addressed. The basics of investment reporting on Schedule RC-B and deposit reporting on Schedule RC-E will also be covered.

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June 13, 2019
Preparing Call Report Lending & Allowance-Related Schedules

Michael Gordon and Kris Trainor, Mauldin & Jenkins, LLC

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 challenges will be highlighted, including non-accrual loans, TDRs, and maturity and repricing data. The basics of Schedules RC-C Part I and Schedule RC-N and reporting allowance for loan loss activity on Schedules RI-B and RI-C will also be covered.

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July 23, 2019
Call Report Regulatory Capital, Including Key Changes & Other Schedules

Michael Gordon and Kris Trainor, Mauldin & Jenkins, LLC

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. Join us for a deep dive into reporting regulatory capital and common mistakes on Schedule RC-R. Proposed and recently finalized changes to the RC-R instructions, including HVCRE loans and simplifications to the capital rule, will be covered. Learn how reporting incorrect information in other Call Report schedules can impact reporting of regulatory capital.

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August 20, 2019
Introduction to Call Report Loan Classifications

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 webinar will focus on Call Report loan classifications, including accurately coding loan types, identifying real estate loans, and other pertinent categories such as residential real estate loans, construction loans, owner-occupied versus non-owner-occupied loans, and multifamily loans. This session will prepare individuals to report loans on Schedule RC-C Part I and other Call Report schedules.

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