Call Report Seminar

reports

Call Report Seminar

May 10, 2023 | VIRTUAL EVENT

In an ever-changing regulatory and accounting environment, it is important that call report preparers and reviewers remain up to date. Attend this seminar for a detailed discussion of each call report schedule as well as the real-life challenges of completing an accurate call report. 

To help explain the requirements, detailed examples are provided and there is an opportunity to ask questions specific to your situation.

Learning Objectives:

  • Line-item detail review of the Call Report with an emphasis on those areas most pertinent to community banks.

  • Review of form FFIEC 051 and related instructions.

  • Review of Schedule RC-R, Regulatory Capital, and the capital conservation buffer.

  • Recent revisions of the Call Report and the implications.

  • Review of call report general instructions, line-item instructions, and other resources.

  • Accounting pronouncements and their effect on the Call Report.

  • Discussions regarding an efficient preparation of the Call Report.

  • Discussion of common errors and their resolution.

  • Sufficient time for questions and answers.

Date
Information (All times are Central Time)

Wednesday, May 10

Lessons

9:00 a.m. - 12:00 p.m.

  • Getting Started with the Call Report

  • COVID‐19 Related Changes and Considerations

Lunch

12:00-p.m. - 12:30 p.m.

Lessons

12:30 p.m. – 4:30 p.m.

  • Community Bank Leverage Ratio and Capital Simplification

  • Other Recent Revisions, Proposals, and Accounting Pronouncements

  • Balance Sheet Related Schedules

  • Income Statement Related Schedules

  • Lending Related Schedules

  • Other Schedules

  • Risk Based Regulatory Capital

Pricing

Early Bird Price (ends April 12, 2023): $595

ICBA Members: $695

Non-Members: $795

Non-Bankers: $1,195

Printable Registration Form


Attendance/Cancellation Policy:

  • Registration fee is valid only for the individual registered. Each attendee must register.
  • Full payment is required prior to event attendance.
  • 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.
  • All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed by ICBA.

For more information, call 800-422-7285.

Virtual Event

Upon registration you will receive an email from ICBA confirming your registration, the dates of the event and a calendar invitation for the event. Approximately 1-2 weeks prior to the event start date, you will receive an email from an ICBA representative containing detailed information including event times and the meeting link.

Who should attend: Anyone who may have Call Report responsibilities   

Prerequisites:  No previous experience or training required

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

CPE Credit Hours: 9

Avatar Woman

Susan Sabo

Principal

CliftonLarsonAllen

Andrew Oster

Andrew D. Oster

Senior Associate

CliftonLarsonAllen

Code of Conduct

Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.

As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.

Read Full Policy


Suitcasing Policy

Suitcasing is the act of soliciting business by non-exhibiting companies in the during the event or in other public spaces, including another company's booth, a convention center, or a hotel lobby. It is ICBA event management’s objective to do everything legally possible to protect its exhibitors and community banker attendees from suitcasing.