Call Reporting for Beginners – 5 Part Series

Name: Call Reporting for Beginners - 5 Part Series
Start: 2025-05-02
End: 2025-05-02

Included Webinars

Call Reporting for Beginners – Part 1
Call Reporting for Beginners – Part 2
Call Reporting for Beginners – Part 3
Call Reporting for Beginners – Part 4
Call Reporting for Beginners – Part 5

Series Details

The Perfect Launchpad – Laying the Foundation

We’ll kick things off with the essentials you need to succeed:

General Reporting Requirements:
- Consolidation rules, filing deadlines, and must-know Call Report resources
Income Statement Schedules:
- RI – Income Statement
- RI-A – Changes in Equity Capital
- RI-E – Explanations

From Income to Balance Sheet – Making the Connections

Let’s bridge the gap between income and the Balance Sheet:

Wrap up the Income Statement with:
- RI-B – Charge-Offs and Recoveries
- RI-C – Allowance for Credit Losses
Dive into the Balance Sheet:
- RC – Report of Condition
- Plus detailed coverage of:
  - RC-B – Securities
  - RC-F – Other Assets
  - RC-G – Other Liabilities

Loans Made Simple – Loan Classifications Demystified

Loans are critical—let’s ensure you get them right:

Master loan classification requirements in RC-C
Explore loan-related reporting in:
- RC-C Part I – Selected Line Items
- RC-L – Unused Commitments
- RC-M – Memoranda
- RC-N – Past Due and Nonaccrual Loans

Deposits, Averages, and More – The Deep Dive

Deposits don’t have to be confusing. We’ll show you how to report with precision:

Understand Schedule RC-E:
- Reciprocal deposits, brokered deposits, and insurance limits
- Explore related reporting in:
  - RC-M – Non-loan Memoranda
  - RC-O – Reporting Deposits for Insurance Assessment
  - RC-K – Average Balance Reporting

Capital and Risk – Build a Strong Foundation

Finish strong with a deep dive into capital calculations and risk weighting:

Understand the Community Bank Leverage Ratio (CBLR) framework
Learn the ins and outs of RC-R:
- Tier 2 Capital and Total Capital calculations
- RC-R Part II – Risk Weighting for assets and off-balance sheet exposures

What You’ll Learn

Who Should Attend

This program offers value to anyone involved in preparing, reviewing, or signing a Call Report, whether they’re newcomers or seasoned professionals. The updates and discussions on accounting and financial reporting issues ensure that all participants can enhance their knowledge and skills.

days

hours

minutes

seconds

Tags: Audit, Call Report

Date

May 02 2025

Time

10:00 am - 12:00 pm

More Info

Labels

Webinar