Association Call Report
Update & Review Workshop
(Live Stream)

Monday, March 26, 2018
9:00 a.m. – 4:00 p.m.

Attend from your bank on through a virtual live stream connection!

Register On-Line or
Download Brochure - Registration Form

The Seminar Will Cover:

• Revisions to the March 2017 Call Report and proposed changes to March and June 2018
• Detailed review of RCR under Basel III, including the proposed simplifications to the capital rules
• Recent Accounting Guidance (equities, leases, other real estate)
• In-Depth Discussion of Loan Classification reporting rules
• Common Errors made in call report preparation

Annual training in Call Report Preparation is highly recommended by bank regulators, not just for preparers of the call report, but also for reviewers. A reviewer needs to understand the reporting requirements and should spend at least 3-4 hours performing a detailed check of the completed Call Report Schedules and supporting documentation. New and experienced preparers and reviewers should be trained.

Participants receive a 250+ page manual, which will include materials covered during the seminar as well as additional information on other call report schedules. 

Who Should Attend? Call Report preparation requires knowledge of bank accounting, bank regulations, and virtually all bank operations. Banks should train a preparer and reviewer. 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 newer reporting requirements. Annual training is highly recommended by bank regulators.

What to Bring: Please bring a copy of your general ledger and your latest call report. Bankers find it useful to review classifications during the class as the line items are discussed.

Connection information will be emailed to you once payment has been received.