- Format:Live Stream
- Education Type:BCU Webinars
- Line of Authority:N/A
- Language:N/A
- Credit Hours:N/A
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.
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 Schedules Covered
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
