The Call Report is not just another regulatory form; it is the heartbeat of your financial institution. It tells your story of financial strength, compliance, and performance.
But let’s face it, between changing instructions, shifting interpretations, and evolving standards, keeping up can feel overwhelming. That is where this training comes in.
Join us for an immersive 2-day live streaming experience designed to turn confusion into clarity. You will gain insider knowledge, real-world techniques, and confidence to approach your next Call Report with precision and ease.
Whether you are a first-time preparer or a seasoned professional, this program gives you the skills, insights, and strategies to master your Call Report from cover to cover.
Why This Training Stands Out
- Stay Ahead of the Curve: 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.
- Designed for All Skill Levels: From beginners seeking a solid foundation to experts wanting advanced insights, this training meets you right where you are.
- Simplify Complexity: Gain practical guidance on everything from line-item reporting to nuanced regulatory requirements.
Call Report Preparation Streaming Day 1
February 11, 2026 | 9:00 am – 4:00 pm CT
Your Blueprint for Call Report Mastery: Stay Ahead, Stay Compliant, Stay Confident
What You’ll Learn
This two-day deep dive gives you a complete, up-to-date roadmap for confident Call Report preparation. You will learn how to:
- Properly code loans and report overdrafts with accuracy
- Understand the benefits of the Community Bank Leverage Ratio (CBLR) framework
- Navigate preparation instructions and regulatory updates with clarity and confidence.
Call Report Preparation Streaming Day 2
February 12, 2026 | 9:00 am – 4:00 pm CT
Your Blueprint for Call Report Mastery: Stay Ahead, Stay Compliant, Stay Confident
What You’ll Learn
This two-day deep dive gives you a complete, up-to-date roadmap for confident Call Report preparation. You will learn how to:
- Properly code loans and report overdrafts with accuracy
- Understand the benefits of the Community Bank Leverage Ratio (CBLR) framework
- Navigate preparation instructions and regulatory updates with clarity and confidence.
What You’ll Learn
This two-day deep dive gives you a complete, up-to-date roadmap for confident Call Report preparation. You will learn how to:
- Properly code loans and report overdrafts with accuracy
- Understand the benefits of the Community Bank Leverage Ratio (CBLR) framework
- Navigate preparation instructions and regulatory updates with clarity and confidence.
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 & 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.