Call Report Series: Call Report Fundamentals for New Preparers & Reviewers

Audit & Accounting Directors Human Resources Senior Management Senior Management & Directors

On-Demand Webinar

StreamedApr 21, 2025Duration90 minutes

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

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Quarterly Call Reports bring ongoing challenges, including hundreds of pages of instructions, a myriad of schedules, and multiple opportunities for errors.

Accuracy is paramount because Call Reports have a wide audience, including regulators, auditors, staff, and more. This well-timed webinar will expand your knowledge, improve precision, and cut through the information overload. If you are new to Call Reports, this is a must-attend session!

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Understand how examiners and others use Call Report information
Maintain effective Call Report documentation
Recognize common errors in key schedules, such as:
- Balance sheet Schedule RC
- Income statement Schedule RI
- Loan-related schedules, including Schedule RC-C
Define key concepts in reporting regulatory capital, including:
- The three types of regulatory capital
- Community Bank Leverage Ratio
- Risk-weighting of assets, including loans
Perform and document the Call Report review process

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WEBINAR DETAILS

With almost 90 pages of schedules to complete and over 800 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 the information overload, and establish a strong Call Report preparation and review 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. You’ll learn tips for properly documenting the preparation and review process. Attendees will receive a PDF booklet with the current accounting and regulatory guidance, as well as additional advice for completing the Call Report.

WHO SHOULD ATTEND?

This informative session is designed for new Call Report preparers and reviewers, and staff responsible for overseeing the accuracy and efficacy of the Call Report process.

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.