Current Matters and Common Questions Impacting the Call Report Webinar

The September 30, 2020 Call Report will be impacted by new reporting requirements related to regulatory capital, the CARES Act, and the regulatory agencies’€™ Interim Final Rules resulting from COVID-19. This Call Report Update webinar will include coverage of new reporting requirements effective for June 30, 2020, changes resulting from applicable sections of the CARES Act, and the regulatory agencies’€™ rulings that result from the current COVID-19 crisis.

Participants will receive a copy of the presentation and a supplement handout that describes the areas impacted by the CARES Act and the regulatory Interim Final Rules, and the Call Report Schedules impacted by these changes on Form 041 with Form 051 reductions in reporting indicated, as applicable.

Covered Topics

  • The impact of the CARES Act:
    • Section 4013 on temporary relief from reporting TDRs (to include regulatory guidance on reporting past due status),
    • Section 4014 on the optional temporary relief from CECL adoption (with interim final rule impact on reporting in Schedule RC-R), and
    • Section 4012 on the Community Bank Leverage Ratio (to include general discussion on CBLR eligibility and reporting unfunded commitments).
  • Regulatory Interim Final Rules:
    • Calculation for reportable Eligible retained earnings (for capital conservation buffer) ‘€“ Schedule RC-R impact,
    • Money Market Mutual Fund Lending Facility ‘€“ Schedules RC-B, RC-M and RC-R impact,
    • Payroll Protection Program Loans ‘€“ Schedules RC-C, RC-M and RC-R impact
    • Regulation D Reserve Requirements ‘€“ Schedule RC-E impact.
  • Regulatory Reporting Revisions effective for the June 30, 2020 Call Report
    • Simplifications to the Capital Rule impacting Schedule RC-R,
    • Reporting HVCRE ADC loans in the June 30, 2020 Call Report, and
    • Reporting HELOCs as closed-end commencing March 31, 2021 with early adoption available.
  • Common questions and potential reporting errors
    • Loan coding
    • Risk weighting
    • Unfunded commitments for CBLR eligibility

Who Should Attend?

Anyone responsible for preparing, auditing, or signing the Call Report will find the program valuable. The seminar is designed for more experienced preparers and reviewers interested in new reporting requirements and up-to-date rulings impacting preparation of the Call Report.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee 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
Current Matters and Common Questions Impacting the Call Report0.25 Any AnyWebinarSix Month On-Demand Recording Cynthia Dopjera$295.00 Register Now
Current Matters and Common Questions Impacting the Call Report0.25 Any AnyWebinarCD-ROM Video Recording Cynthia Dopjera$345.00 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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