Call Report preparation is a multifaceted task that demands a deep understanding of accounting, regulatory requirements, and various financial institution operations. Regulatory authorities highly recommend annual training to stay abreast of evolving standards. It’s advisable for financial institutions to designate individuals who are trained as both preparers and reviewers for this critical task.
Included Webinars
Schedule RC-R Part I and Part II – Part 1
Schedule RC-R Part I and Part II – Part 2
Series Details
Schedule RC-R Part I and Part II – Part 1
The concepts and definitions for leverage and risk-based capital ratios
Required elections related to the treatment of Accumulated Other Comprehensive Income
How a qualifying community banking organization opts into (and out of) the Community Bank Leverage Ratio (CBLR) framework
The adjustments to common equity tier 1 related to goodwill, intangibles, NOL assets, deferred tax assets, deferred tax liabilities, and investments in the equity of unconsolidated subsidiaries
Tier 2 capital items and total capital calculations
For 051 filers, a discussion of how to determine your risk-weighted assets for the March and September reporting time frames
The capital conservation buffer and reporting requirements for eligible retained earnings
Schedule RC-R Part I and Part II – Part 2
The general allocation of risk to balance sheet assets and off-balance-sheet credit exposures
The 4 risk buckets applicable to an institution’s loan portfolio
How to allocate risk to off-balance-sheet credit exposures and the concept of credit conversion factors
The treatment of sales of 1-4 family residential mortgage loans with credit-enhancing representations and warranties
The reporting requirements for Column A and B of RC-R Part II
The treatment of amounts that were deducted from capital in RC-R Part I
The regulatory capital rules definition of unconditionally cancelable and how that impacts the reporting and credit converting off-balance-sheet credit exposures
What You’ll Learn
Each webinar in the series will cover specific topics relative to the subject matter.
Who Should Attend
This program offers value to anyone involved in preparing, reviewing, or signing a Call Report, whether they are newcomers or seasoned professionals. The updates and discussions on accounting and financial reporting issues ensure that all participants can enhance their knowledge and skills.
To maximize the benefit of the program, it’s essential to communicate specific areas of concern in advance. This allows the seminar organizers to address these topics adequately and cater to the needs of the participants.
We may request cookies to be set on your device. We use cookies to let us know when you visit our websites, how you interact with us, to enrich your user experience, and to customize your relationship with our website.
Click on the different category headings to find out more. You can also change some of your preferences. Note that blocking some types of cookies may impact your experience on our websites and the services we are able to offer.
Essential Website Cookies
These cookies are strictly necessary to provide you with services available through our website and to use some of its features.
Because these cookies are strictly necessary to deliver the website, refusing them will have impact how our site functions. You always can block or delete cookies by changing your browser settings and force blocking all cookies on this website. But this will always prompt you to accept/refuse cookies when revisiting our site.
We fully respect if you want to refuse cookies but to avoid asking you again and again kindly allow us to store a cookie for that. You are free to opt out any time or opt in for other cookies to get a better experience. If you refuse cookies we will remove all set cookies in our domain.
We provide you with a list of stored cookies on your computer in our domain so you can check what we stored. Due to security reasons we are not able to show or modify cookies from other domains. You can check these in your browser security settings.
Other external services
We also use different external services like Google Webfonts, Google Maps, and external Video providers. Since these providers may collect personal data like your IP address we allow you to block them here. Please be aware that this might heavily reduce the functionality and appearance of our site. Changes will take effect once you reload the page.
Google Webfont Settings:
Google Map Settings:
Google reCaptcha Settings:
Vimeo and Youtube video embeds:
Privacy Policy
You can read about our cookies and privacy settings in detail on our Privacy Policy Page.
