Introduction to Call Report Preparation
On-Demand Webinar
StreamedApr 13, 2023Duration90 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
Call Reports… 800+ pages of instructions, myriad schedules, regulatory scrutiny – what could go wrong?
New
preparers need guidance and resources to understand the basic Call Report filing
requirements, cut through the information overload, and establish a strong
preparation and review process. 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 – especially for new preparers. 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. Preparers will also learn
tips for properly documenting the preparation and review process. Attendees will receive a PDF booklet with the
most current accounting and regulatory guidance and tips 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
Mauldin & Jenkins, LLC
© 2023 FINANCIAL EDUCATION & DEVELOPMENT, INC