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2025 Call Report Preparation 2 Day Webinar

April 3, 2025 - April 4, 2025 9:00 am - 4:00 pm
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This session is your blueprint for Call Report mastery – stay ahead, stay compliant, and stay confident. The Call Report isn’t just a form – it’s a critical tool that reflects your institution’s financial health, operational strength, and regulatory compliance.

But with constant updates, evolving standards, and a shifting financial landscape, preparing an accurate Call Report has never been more challenging – or more essential. This is your opportunity to level up. This isn’t just another webinar; it’s your roadmap to mastering Call Report preparation in today’s dynamic environment.

What You’ll Learn

  • Stay Ahead of the Game: Be the first to understand new, proposed, and revised changes directly affecting Call Reports
  • Simplify Complexity: Gain practical guidance on everything from line-item reporting to nuanced regulatory requirements
  • Tailored to All Levels: New to Call Reports? No problem. Experienced preparer? You’ll get advanced strategies

Key Topics Include:

  • The latest ASU updates and their impact on your reporting
    • ASU 2022-01: Layering Method for Derivatives
    • ASU 2022-03: Fair Value Measures for Equity Securities with Restrictions
    • Staff Accounting Bulletin No. 121: Crypto-Asset Safeguarding Obligations
    • Unpacking guidance for reporting estimated uninsured deposits (FIL 54-2023 and FIL 37-2023)
  • Insights into properly coding loans and reporting overdrafts
  • Advantages of opting into the CBLR framework for simpler compliance
  • We’ll also break down general preparation instructions and regulatory changes, giving you the full picture of what’s required and what’s coming next
  • We’ll guide you through the Call Report’s most essential schedules, focusing on areas that matter most for compliance and accuracy

Anchor Schedules:

  • RC: Report of Condition
  • RI: Report of Income

Report of Income Schedules:

  • RI-A: Changes in Equity Capital
  • RI-B: Charge-Offs and Recoveries
  • RI-C: Allowance for Credit Losses
  • RI-E: Explanations
  • Report of Condition Schedules:
  • RC-A: Cash and Due from Banks
  • RC-B: Securities
  • RC-C: Loans
  • RC-E: Deposits
  • RC-F: Other Assets
  • RC-G: Other Liabilities
  • RC-L: Unused Commitments & Off-Balance Sheet Items
  • RC-M: Memoranda
  • RC-N: Past Due, Nonaccruals & Modified Loans
  • RC-O: Insurance Assessments
  • RC-P: Mortgage Banking Activities
  • RC-Q: Reporting Fair Value Assets and Liabilities
  • RC-R Part I & II: Capital Ratios, Risk Weighting Assets & Unfunded Commitments
  • RC-S: Servicing, Securitization, and Sales
  • SU: Form 051 items with discussions of corresponding Form 041 items

Who Should Attend
If you touch the Call Report in any capacity, this training is for you:

  • Preparer, Reviewer, or Signer: Perfect for all experience levels
  • Loan Officers and Assistants: Gain a deeper understanding of proper loan coding and reporting
  • Call Report Teams: Stay updated on critical changes to ensure your team is aligned and compliant. Regulators recommend annual training – this is your chance to check that box and gain practical tools you’ll use every quarter