The Secrets to Regulatory Capital Reporting in Schedule RC-R – 2 Part Series with Workshop

This event will include breakout rooms where you will get the opportunity to collaborate with peers, as well as our industry expert, Andrea Lambert. Limited spots available!

Included Webinars

  • The Secrets to Regulatory Capital Reporting in Schedule RC-R – Part 1
  • The Secrets to Regulatory Capital Reporting in Schedule RC-R – Part 2 (Workshop)

Series Details

The Secrets to Regulatory Capital Reporting in Schedule RC-R – Part 1

Day 1 is 2 hours of diving into the details of RC-R Part I. This session will include discussion on the following:

  • Exploring and understanding the crucial role of capital ratios to financial institutions
  • The concepts and definitions for leverage and risk-based capital ratios
  • Master elections for Accumulated Other Comprehensive Income (AOCI) treatment
  • Simplify the Community Bank Leverage Ratio (CBLR) framework: opt in or out with ease
  • Demystify Tier 1 and Tier 2 adjustments: goodwill, intangibles, deferred taxes, and equity investments
  • Plan smarter for March and September report filing as an 051 filer
  • Understanding the capital conservation buffer

The Secrets to Regulatory Capital Reporting in Schedule RC-R – Part 2 (Workshop)

Day 2 is a 2.5-hour workshop (cameras on, microphones on) designed to encourage students to interact with one another, not only on RC-R Part II risk weighting scenarios, but to also exchange real life scenarios and pain-points. This session will include topics on the following:

  • Conquer the art of risk allocation- On-balance sheet and Off-balance-sheet exposures
  • Unpack the 4 risk buckets- Loan portfolios and Credit conversion factors
  • Get it right- Mortgage sales involving representations and warranties
  • Nail down Columns A & B- Reporting and reconciling deductions from RC-R Part I
  • Understand- The unconditionally cancellable rule and its impact on credit exposure
  • Discover- Scenarios for testing our knowledge
  • Take Away- Reference tools for future use

Who Should Attend

Call Report preparers, reviewers, and signatories – this is for you! Even board report preparers, Loan Operations, and accounting staff can benefit from these sessions. Whether you are new or a seasoned Call Report professional, this series is packed with actionable insights to help you stay compliant and confident.

Date

Aug 21 - 22 2025
Expired!

Time

10:00 am - 12:00 pm

Labels

Webinar/Online