Call Report preparation is high-stakes work—what you submit reflects your institution’s financial condition, risk profile, and regulatory standing. With evolving rules and constant changes, accuracy is key.
This 2 day live streaming event is your opportunity to sharpen your skills, stay up to date, and gain the confidence to tackle even the most complex parts of the Call Report with ease.
Follow along using your institution’s most recent Call Report or a blank FFIEC form. This hands-on approach reinforces what you learn and helps you apply it immediately. Reserve your spot today and take the stress out of Call Report season.
Included Webinars
2025 Call Report Preparation Streaming – Day 1
2025 Call Report Preparation Streaming – Day 2
Series Details
2025 Call Report Preparation Streaming – Day 1
Tentative schedule:
Why File A Call Report
A Look at Which Report to File
Shifts in Reporting Status
Discussion on the most recent regulatory information impacting the Call Report
Anchor Schedules:
RC – Balance Sheet
RI – Income Statement
Income Statement Schedules:
RI-A – Changes in Bank Equity Capital
RI-B – Charge-Offs and Recoveries
RI-C – Allowance for Credit Losses
RI-E – Explanations
Balance Sheet Schedules:
RC-A – Cash and Due from Banks
RC-B – Securities
RC-C – Loans
RC-E – Deposits
2025 Call Report Preparation Streaming – Day 2
Tentative schedule:
Balance Sheet Schedules:
RC-F – Other Assets
RC-G – Other Liabilities
RC-K – Quarterly Averages
RC-L – Derivatives and Off-Balance Sheet Items
RC-M – Memoranda
RC-N – Past Dues and Nonaccruals
RC-O – Insurance Assessments
RC-P – 1-4 Family Residential Mortgage Bank Activities
RC-Q – Assets and Liabilities Measured at FV on a Recurring Basis
RC-R – Regulatory Capital
RC-S – Servicing, Securitization and Asset Sales Activities
SU – Supplemental Information
What You’ll Learn
How to code loans correctly and report overdrafts
Advantages of opting into the Community Bank Leverage Ratio (CBLR) framework
General instructions, recent revisions, and what is coming next
Who Should Attend
This training is designed for anyone involved in the Call Report process, including preparers, reviewers, signers, loan officers, assistants, accounting and finance professionals, and full Call Report teams.
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