Advanced Call Report Seminar - Virtual


May 12 - May 13, 2022

Advanced Call Report Seminar - Virtual

The regulatory reporting burden faced by community banks today is stronger than ever. As the complexity of the call report and Federal Reserve reports continue to increase, even experienced bankers often have questions about the nuances of these filings.

During this course, attendees will take a deeper dive into the more complex areas of the current call report including:

 A comprehensive discussion of regulatory capital and Schedule RC-R including:   

  • A review of the more complex aspects of loan reporting on Schedule RC-C, RC-L, RC-N, and RC-M. 

  • A discussion of how to review your call report and how to understand and leverage the data contained in your call report filing. 

  • A discussion of the proposed streamlined call report revisions that will affect 90 percent of all institutions that file Call Reports. 

  • In addition, this two day class will include an overview of the Federal Reserve FR Y series reports including: 

    • FR Y-9SP: Parent Company Only Financial Statements for Small Holding Companies 

    • FR Y-9LP: Parent Company Only Financial Statements for Large Holding Companies 

    • FR Y-9C: Consolidated Financial Statements for Holding Companies 

    • FR Y-11: Financial Statements of Nonbank Subsidiaries 

    • FR Y-10: Changes in Organizational Structure 

    • FR Y-8: Section 23A Transaction with Affiliates 

    • FR Y-6: Annual Report of Holding Companies 

    • FR Y-3: Application to Acquire an Additional Bank or Holding Company 

Thursday, May 12

9:00 a.m. - Noon  
• COVIDÔÇÉ19 Related Changes and Considerations
• Community Bank Leverage Ratio and Capital Simplification
• Recent Revisions, Proposals, and Accounting Pronouncements

Noon – 12:30 p.m.    

12:30 p.m. – 4:30 p.m.
• Call Report Audit, Review, and Documentation
• Advanced Call Report Topics    
• Regulatory Capital Under Basel III
Friday, May 13

9:00 p.m. - Noon         
• Using the Call Report for Data Analysis
• Federal Reserve Reporting


ICBA Member Early-Bird: $595
ICBA Member after April 8, 2022: $695
Non-Member: $795
Non-Banker: $1,195  

Register for both the Call Report and Advanced Call Report seminars and save $100 with the discount code MULTI_CR at checkout.

NOTE: Registration fee is valid for one connection, only for the individual registered. Full payment is required prior to attendance.  For more information, call 800-422-7285. 

This event will be offered virtually via livestream. Upon registration the individual who registered will receive an email with technical requirements and instructions to participate.


Avatar Woman
Susan Sabo



Avatar Man
Andrew Oster


CliftonLarsonAllen Minneapolis

Who Should Attend: Any who may have Call Report responsibilities     
Prerequisites: Basic knowledge of Call Report preparation
Advanced Preparation: None
Program Level: Intermediate 
Field of Study: Specialized Knowledge

Delivery Method: Group-Live delivered online due to COVID-19

Printable Registration Form


If registration is cancelled more than 30 days prior to the event start date, you will receive a full refund. If cancellation is within 30 days prior to the event start date, 20 percent of the registration fee paid will be deducted for costs. A substitute registration will be accepted. No refunds will be issued once the bank has received event materials or after the event start date.

Attendance at all ICBA programs will be considered on a first come, first served basis. If the program is cancelled, ICBA’s liability is limited to the registration fee. For additional questions contact ICBA at 800-422-7285.

Registration, attendance, or participation in an ICBA event constitutes an agreement by the participant to ICBA’s use and distribution (both now and in the future) of the participant’s image and/or voice in photographs, videos, digital media, electronic reproductions and audio files/recordings of and at such events and activities.

This live digital course is for educational purposes only and intended only for participants of the class/event. All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed to by ICBA.