Call Report 2022 Year-end Update and a Look Into 2023 Webinar

The Call Report has been subject to many changes over the course of the past several months and continues to be impacted by economic, accounting and regulatory changes.

This 2 hour webinar will include a discussion of regulatory and accounting changes impacting the 2022 Call Report and those proposed to impact 2023, including the adoption of CECL for many banks. As new regulatory matters arise, they will be added to the agenda in order to provide participants with the most current training applicable for the December 31, 2022 reporting period with a look at what to expect for March 31, 2023.

Participants will receive handout materials to include a PDF version of the presentation and additional documentation required to support the topics covered in the webinar.

What You’ll Learn

A summary of the reporting impact and the implementation timelines for selected new Accounting Standards Updates (ASU) related to the following will be discussed:

  • Reference Rate Reform under ASU 2020-04.
  • TDR accounting changes under ASU 2022-02
  • Credit Loss Accounting (CECL) under ASU 2016-13 to include current regulatory reporting matters.
  • Schedule RC-B new reporting item for portfolio layering derivatives under ASU 2022-01.

Regulatory impact items covered will include:

  • How to answer RC-R Part I item 2.a once your bank adopts CECL.
  • Recent guidelines on reporting deferred tax assets on a separate entity basis and use of the standardized approach for counterparty credit risk in RC-R Part 1 item 31.a.
  • Off-balance sheet exposures to include a discussion on unconditionally cancelable commitments as provided in the Regulatory Capital Rules and applied to the Call Report.
  • Reporting Sweep Deposits in RC-E.
  • Reporting international remittance transfers in your December 31, 2022 report.
  • PPP loan reporting, income recognition and risk weighting unforgiven loan balances.
  • HELOC reporting in schedule RC-C and how to apply the new reporting rules when a loan converts to non-advancing status.
  • Risk weighting certain loans and what is eligible to be included in the Residential Mortgage Exposure category in RC-C Part II.
Who Should Attend

Call Report preparation requires knowledge of bank accounting, bank regulations, and virtually all bank operations. Annual training is highly recommended by regulators. Banks should have a trained preparer and a trained reviewer. Anyone responsible for preparing, reviewing, or signing a Call Report will find this program valuable. Both new and experienced preparers and reviewers will benefit from this update and the continued discussion on accounting and financial reporting matters.

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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 Title Credits Start Date Start Time End Date Delivery Type Delivery Option Instructor / Location Price
Call Report 2022 Year-end Update and a Look Into 2023 Webinar .25 Any Any Any Webinar On-Demand Cynthia Dopjera $279.00 Register Now
Course Title Credits Start Date Start Time End Date Delivery Type Delivery Option Instructor / Location Price
Delivery Options

Webinars for Banks and Credit Unions

Live Webinar:

INCLUDES 30 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar 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 phone for the audio. You can type and send your questions to the instructor.  And don’t worry if you miss the webinar, you can still view it for up to thirty days after it takes place!

Live Plus Twelve Months OnDemand Playback:

With this option, you will receive the live version, then you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link 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 link will be available to you (and anyone else in the company) for up to twelve months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

Live, Twelve Months OnDemand Playback PLUS Digital Download:

By adding the Digital Download to your order, you will be adding access to make the webinar part of your training library.  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 as well.  Access to the Digital Download is for the life of your library.

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