The Call Report is not just another regulatory form; it is the heartbeat of your financial institution. It tells your story of financial strength, compliance, and performance. But let’s face it, between changing instructions, shifting interpretations, and evolving standards, keeping up can feel overwhelming. That is where this training comes in.
Join us for an immersive 2-day live streaming experience designed to turn confusion into clarity. You will gain insider knowledge, real-world techniques, and confidence to approach your next Call Report with precision and ease. Whether you are a first-time preparer or a seasoned professional, this program gives you the skills, insights, and strategies to master your Call Report from cover to cover.
Why This Training Stands Out
Stay Ahead of the Curve: Be the first to understand new, proposed, and revised changes directly affecting Call Reports.
Simplify Complexity: Gain practical guidance on everything from line-item reporting to nuanced regulatory requirements.
Designed for All Skill Levels: From beginners seeking a solid foundation to experts wanting advanced insights, this training meets you right where you are.
Included Webinars
Call Report Preparation – Day 1
Call Report Preparation – Day 2
Series Details
Call Report Preparation – Day 1
Your Blueprint for Call Report Mastery: Stay Ahead, Compliant and Confident Make the Most of Your Training – We want you to succeed! Bring your recent Call Report or print a blank FFIEC form for your institution to follow along. This hands-on approach ensures you leave with not just knowledge but the confidence to apply it effectively.
This two-day deep dive gives you a complete, up-to-date roadmap for confident Call Report preparation. You will learn how to:
Properly code loans and report overdrafts with accuracy
Understand the benefits of the Community Bank Leverage Ratio (CBLR) framework
Navigate preparation instructions and regulatory updates with clarity and confidence.
RC-R Part I & II: Capital Ratios, Risk Weighting Assets & Unfunded Commitments
RC-S: Servicing, Securitization, and Sales
SU: Form 051 items with discussions of corresponding Form 041 items
Call Report Preparation – Day 2
Your Blueprint for Call Report Mastery: Stay Ahead, Compliant and Confident Make the Most of Your Training – We want you to succeed! Bring your recent Call Report or print a blank FFIEC form for your institution to follow along. This hands-on approach ensures you leave with not just knowledge but the confidence to apply it effectively.
This two-day deep dive gives you a complete, up-to-date roadmap for confident Call Report preparation. You will learn how to:
Properly code loans and report overdrafts with accuracy
Understand the benefits of the Community Bank Leverage Ratio (CBLR) framework
Navigate preparation instructions and regulatory updates with clarity and confidence.
RC-R Part I & II: Capital Ratios, Risk Weighting Assets & Unfunded Commitments
RC-S: Servicing, Securitization, and Sales
SU: Form 051 items with discussions of corresponding Form 041 items
Webinar details
Your Blueprint for Call Report Mastery: Stay Ahead, Compliant and Confident Make the Most of Your Training – We want you to succeed! Bring your recent Call Report or print a blank FFIEC form for your institution to follow along. This hands-on approach ensures you leave with not just knowledge but the confidence to apply it effectively.
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