Picture yourself navigating recent changes with confidence, supported by industry experts who make complex regulations not only understandable but actionable. This interactive session is your chance to gain insider knowledge, learn best practices, and walk away ready to tackle any reporting challenge with ease.

During the webinar, specific schedules will be thoroughly examined, including the fundamental reporting requirements for Schedule RI and Schedule RC. Additionally, various other schedules and reporting items that tend to generate questions or result in common errors will be addressed. This comprehensive approach ensures that participants gain a clear understanding of these critical reporting elements.

Don’t miss this opportunity to transform the way you approach the Call Report – reserve your spot and lead the way in financial excellence!

What You'll Learn?

• Schedules RI-A and RI-E adjustments to retained earnings and transactions with holding companies
• Reporting loan activities in Schedule RC-C, RC-M, RC-N, and RC-L
• Reporting deposits in Schedule RC-E, to include brokered, reciprocal, and sweep arrangements
• Accurately reporting other assets and other liabilities
• Reporting average balances in Schedules RC-K and RC-O
• A look at extensions of credit in Schedule RC-M
• Risk weighting loans with a targeted look at those loans included in the Residential Mortgage Exposure group
• Loan coding coverage with a focus on areas that create questions
• Eligibility under the CBLR framework with reduced RC-R reporting
• A summary of the reporting impact and the implementation timelines for new Accounting Standards Updates (ASU) related to the following will be discussed:
  • ASU 2022-03 Fair value measures for equity securities with contractual restrictions
  • ASU 2023-08 and Staff Accounting Bulletin No 121 on Crypto-Asset safeguarding obligations
  • Reporting estimated uninsured deposits under FIL 54-2023 and FIL 37-2023
  • FIL 3-2024: Proposed revisions for the September 2025 reporting period

Who Should Attend?

This program offers value to anyone involved in preparing, reviewing, or signing a Call Report, whether they’re newcomers or seasoned professionals.