Introduction to Call Report Preparation

April 13, 2023
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!
  • 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


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.


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.


  • 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

gordonmichaelMichael Gordon
Mauldin & Jenkins, LLC
westeralisonAlison Wester
Mauldin & Jenkins, LLC