Call Report preparation is high-stakes work—what you submit reflects your institution’s financial condition, risk profile, and regulatory standing. With evolving rules and constant changes, accuracy is key.
This 2 day live streaming event is your opportunity to sharpen your skills, stay up to date, and gain the confidence to tackle even the most complex parts of the Call Report with ease.
Follow along using your institution’s most recent Call Report or a blank FFIEC form. This hands-on approach reinforces what you learn and helps you apply it immediately. Reserve your spot today and take the stress out of Call Report season.
- 2025 Call Report Preparation Streaming – Day 1
September 11, 2025 | 9:00 am – 4:00 pm CDT
What You’ll Learn
Tentative schedule:- Why File A Call Report
- A Look at Which Report to File
- Shifts in Reporting Status
- Discussion on the most recent regulatory information impacting the Call Report
- Anchor Schedules:
- RC – Balance Sheet
- RI – Income Statement
- Income Statement Schedules:
- RI-A – Changes in Bank Equity Capital
- RI-B – Charge-Offs and Recoveries
- RI-C – Allowance for Credit Losses
- RI-E – Explanations
- Balance Sheet Schedules:
- RC-A – Cash and Due from Banks
- RC-B – Securities
- RC-C – Loans
- RC-E – Deposits
2025 Call Report Preparation Streaming – Day 2
September 12, 2025 | 9:00 am – 4:00 pm CDT
What You’ll Learn
- Tentative schedule:
- Balance Sheet Schedules:
- RC-F – Other Assets
- RC-G – Other Liabilities
- RC-K – Quarterly Averages
- RC-L – Derivatives and Off-Balance Sheet Items
- RC-M – Memoranda
- RC-N – Past Dues and Nonaccruals
- RC-O – Insurance Assessments
- RC-P – 1-4 Family Residential Mortgage Bank Activities
- RC-Q – Assets and Liabilities Measured at FV on a Recurring Basis
- RC-R – Regulatory Capital
- RC-S – Servicing, Securitization and Asset Sales Activities
- SU – Supplemental Information
What You’ll Learn
- How to code loans correctly and report overdrafts
- Advantages of opting into the Community Bank Leverage Ratio (CBLR) framework
- General instructions, recent revisions, and what is coming next
Who Should Attend
This training is designed for anyone involved in the Call Report process, including preparers, reviewers, signers, loan officers, assistants, accounting and finance professionals, and full Call Report teams.