Call Report Fundamentals for New Preparers & Reviewers

Audit & Accounting Senior Management & Directors

On-Demand Webinar

StreamedApr 23, 2026Duration90 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

See Registration Options

Master the essentials before mistakes cost you — build confidence and accuracy in your Call Report from page one.

This presentation will simplify the complexity for new preparers and reviewers by guiding you through key schedules, filing requirements, and reporting processes. Participants will receive a detailed PDF booklet that highlights current instructions and accounting updates to strengthen accuracy, streamline filing, and ensure regulatory compliance in every step of the Call Report process.

KEY WEBINAR TAKEAWAYS

How examiners and others utilize Call Report information
Effective Call Report documentation
Common errors in key schedules such as balance sheet Schedule RC, income statement Schedule RI, and loan Schedule RC-C
Key concepts in the reporting of regulatory capital
The Call Report review process

This webinar is part of the 2026 Call Report Series

BONUS MATERIALS

PDF booklet of relevant accounting and regulatory guidance

WEBINAR DETAILS

With over 90 pages of schedules and constantly evolving instructions, the Call Report can be overwhelming for new preparers and reviewers. This session breaks down the Call Report fundamentals, helping you understand filing requirements, key schedules, and critical reporting processes. Gain practical guidance on lending schedules, regulatory capital, and proper documentation of preparation and review procedures. Attendees receive a comprehensive PDF booklet with the latest accounting and regulatory guidance to simplify reporting and improve accuracy. Build a strong foundation for confident, error-free Call Report filing.

WHO SHOULD ATTEND?

Call report preparers and reviewers
CFOs
Controllers
Others responsible for ensuring the accuracy of quarterly Call Reports

TAKE-AWAY TOOLKIT

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.