The Secrets to Regulatory Reporting in RC-R – 2 Part Workshop
Confused by capital ratios? Risk allocations got you spinning?
Take charge with this two-part series and crush your Call Report challenges! This focused and detailed event dives deep into Schedule RC-R, giving you the tools and confidence to navigate even the trickiest aspects of regulatory capital reporting. Clear the confusion, streamline your process, and elevate your expertise!
Series Details
The Secrets to Regulatory Reporting in RC-R – Part 1
Take the confusion out of capital ratios with this focused, two‑part webinar series designed to help you confidently navigate Schedule RC‑R and improve the accuracy of your Call Report reporting.
Day 1 is 2-hours of diving into the details of RC-R Part I. This session will include:
- 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 Reporting in RC-R – Part 2
Take the confusion out of capital ratios with this focused, two‑part webinar series designed to help you confidently navigate Schedule RC‑R and improve the accuracy of your Call Report reporting.
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:
- 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
What You’ll Learn
Day 1 is 2-hours of diving into the details of RC-R Part I. This session will include:
- 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
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:
- 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
Webinar details
Take the confusion out of capital ratios with this focused, two‑part webinar series designed to help you confidently navigate Schedule RC‑R and improve the accuracy of your Call Report reporting.
