Bank Call Report Preparation for Beginners (5-Part Webinar)

This 5 part webinar series will be held on May 7, 14, 21, 28 and June 4.

Designed for bankers new to Call Report preparation and those seeking a refresher course, this series will cover:

  • Regulatory and reporting requirements pertinent to Call Report preparation
  • Current information related to COVID-19 PPP lending
  • Best practices related to the preparation and review process
  • Basic accounting and reporting practices
  • Income Statement and Balance Sheet schedules
  • Loan schedules
  • Deposit schedules
  • Maturity and repricing reporting requirements
  • Off-balance sheet reporting requirements
  • Community Bank Leverage Ratio as effective January 1, 2020 with an update to include revisions brought about under the Coronavirus Aid, Relief, and Economic Security Act
  • Risk Based Capital guidelines

Covered Topics

The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.

May 7, 2020 Series Part 1: The first webinar will explain general reporting requirements, including consolidation rules, filing deadlines, procedures, and call report resources. In addition, the income statement schedules, RI, RI-A and RI-E will be covered.

May 14, 2020 Series Part 2: The second webinar start off with the Balance Sheet Schedule RC and will continue with the last two income statement schedules, RI-B, RI-C, and follow with coverage of schedules RC-A and RC-B, RC-G ad RC-F.

May 21, 2020 Series Part 3: The third webinar will focus heavily on the loan classification requirements for RC-C and will continue with the remaining line items on RC-C, Parts I & II, followed by coverage of schedules RC-L, RC-N and RC-P.

May 28, 2020 Series Part 4: The fourth webinar will cover deposit schedules RC-E and will include coverage of RC-M, RC-O, RC-Q, RC-S, and RC-T.

June 4, 2020 Series Part 5: The fifth and final webinar will cover RC-R and the Community Banking Leverage Ratio, along with the calculations of Tier 2 Capital and Total Capital. The risk weighting requirements of RC-R Part II will also be covered relative to the appropriate allocations of risk weights to assets and off-balance sheet exposures.

Who Should Attend?
Designed for bankers new to call report preparation or those that are looking for a refresher on reporting requirements.

Continuing Education (CE) Credits

Each webinar in this series is recommended for 2.5 CE Credit Hours.  Attendees will receive a Certificate of Attendance for self-reporting of CE Credits.

View Delivery Options

Related Topics

Instructor

Cynthia Dopjera
Cynthia Dopjera

Ms. Dopjera, a Certified Public Accountant, has 38 years of experience focused on accounting and regulatory reporting for financial institutions. During the first 18 years of her career, Ms. Dopjera h... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
Bank Call Report Preparation for Beginners-Five Part Series0.25 Any AnyWebinarSix Month On-Demand Recording Cynthia Dopjera$1,245.00 Register Now
Bank Call Report Preparation for Beginners-Five Part Series0.25 Any AnyWebinarCD-ROM Video Recording Cynthia Dopjera$1,485.00 Register Now
Delivery Options

LIVE WEBINAR:
INCLUDES 7 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time. And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:
With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:
If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

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