Call Report Series: Call Report Fundamentals for New Preparers & Reviewers
April 21, 2025
Live Webinar
DateApr 21, 2025Duration90 minutes
08:00 AM PDT09:00 AM MDT
10:00 AM CDT11:00 AM EDT
- 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
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
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.
Presented By
Mauldin & Jenkins, LLC
This Webinar Appears In
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