Call Report Fundamentals for New Preparers & Reviewers

April 23, 2026

Audit & Accounting Senior Management & Directors

Live Webinar

DateApr 23, 2026Duration90 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

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

Recent research reference guide with job-specific examples of innovations under development
Training log
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided, however there are no pre-approved CEs associated with this webinar

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other agencies or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only.