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

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.