Call Report Series: 2025 Call Report Update & Avoiding Costly Mistakes
January 14, 2025
Live Webinar
DateJan 14, 2025Duration90 minutes
08:00 AM PST09:00 AM MST
10:00 AM CST11:00 AM EST
- 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
It’s impossible to overstate the importance of Call Report accuracy.
Part of maintaining accuracy is
staying abreast of the updates. This important webinar will take you through
the most-recent changes so that you can complete the report with confidence and
current knowledge. This detailed presentation will benefit new and seasoned
reporters alike and help them avoid costly mistakes.
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Assess the impact of proposed Call Report revisions for the 2025 reporting year, including in reporting regulatory capital
- Understand how the reporting of loans to non-depository financial institutions has changed effective for the December 31, 2024, Call Report
- Evaluate how the recent proposed changes to the FDIC’s brokered deposit regulations affect the Call Report
- Identify recent technical clarifications made to the Call Report instructions and glossary
- Avoid costly mistakes around commonly misreported Call Report items, such as loan, deposit, and regulatory capital items
WEBINAR DETAILS
The regulatory agencies continue to issue proposed and finalized changes that will impact all Call Report filers in 2025 and beyond. Given the ever-changing accounting and regulatory landscape, it is imperative that Call Report preparers and reviewers stay current with changes to reporting forms and instructions.
This session will highlight 2025 changes and other potential revisions on the horizon, including proposed changes to regulatory capital reporting in Schedule RC-R and new items for reporting loans to non-depository financial institutions introduced in the December 31, 2024, Call Report. Recent changes to the Call Report, ways to avoid mistakes, and commonly misreported items, including an institution’s regulatory capital and loan portfolio, will also be covered.
WHO SHOULD ATTEND?
This informative session is
designed for all Call Report preparers and reviewers, including CFOs,
controllers, and others responsible for ensuring the accuracy of the quarterly
Call Reports.
TAKE-AWAY TOOLKIT
- PDF booklet of relevant accounting and regulatory guidance
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
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.
Presented By
Michael Gordon
Mauldin & Jenkins, LLC
This Webinar Appears In
© 2024 FINANCIAL EDUCATION & DEVELOPMENT, INC