Introduction to Call Report Preparation

April 13, 2023

Audit & Accounting Human Resources Senior Management

Live Webinar

DateApr 13, 2023Duration90 minutes

12:00 PM PDT01:00 PM MDT

02:00 PM CDT03:00 PM 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

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.