From the complexity of mergers and acquisitions to the nuances of issuing new shares, capital transactions demand attention to detail. This session will provide actionable insights to help you tackle even the most infrequent or complex scenarios with ease.
For any call report preparers and reviewers, this session can be your go-to toolkit for accuracy and efficiency. For any executives and approvers, this session will help you gain confidence in the numbers you’re signing off on.
What You’ll Learn
- The Power of Precision: Discover why accurate reporting is essential and how changes in reporting status can impact your institution
- Cracking the Code of Capital Transactions: Explore the differences between equity and debt capital transactions, and how to handle each with finesse
- Step-by-Step Mastery of Schedule RI-A: We’ll guide you through a line-by-line review, helping you uncover hidden complexities and avoid common pitfalls
- Real-World Scenarios, Real-World Solutions: Learn how to handle prior period adjustments, branch acquisitions, dividend declarations, and more
- The “What-Ifs” of Capital Transactions: Tackle uncommon but critical events like stock options, adjustments for accumulated other comprehensive income, and changes due to mergers.
Who Should Attend
This session is ideal for call report preparers and reviewers, as well as executives and approvers.
