This is a 2-part virtual seminar held over two mornings
May 26 & 27 / 9:00 a.m. – 12:00 p.m. (6 hours total for the full seminar)
This seminar focuses on equipping community banks with the fundamental knowledge necessary for completing an accurate and efficient Call Report. The presentation will guide call report preparers through the complicated instructions and provide clarity to common reporting challenges. Participants will gain a deeper understanding of how the balance sheet schedules support and affect risk-weighted assets and regulatory capital calculations. Insights into current and upcoming revisions, including the community bank leverage ratio (CBLR), how to get the most out of technology tools available, strategies for sharing preparation responsibilities training a knowledgeable backup, and reporting challenges arising from changing regulatory rules.