Advanced Call Report Seminar

reports

Advanced Call Report Seminar

May 9, 2024 | Livestream Seminar

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

Date
Information (Central Time unless otherwise noted)
Thursday, May 9

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

  • Call Report Audit, Review and Documentation

  • Recent Revisions, Proposals, and Accounting Pronouncements

  • Advanced Call Report Topics

12:00 p.m. – 12:30 p.m.

Lunch

12:30 p.m. – 4:30 p.m.

  • Community Bank Leverage Ratio (CBLR) Framework and Regulatory Capital

  • Using the Call Report for Data Analysis

  • Federal Reserve Reporting

Pricing

ICBA Member Early Bird Price (Ends April 9, 2024): $595

ICBA Members: $695

Non-Members: $795

Non-Banker: $1,195

Use the discount code MULTI_CR and receive $100 off when you register for both the Call Report and Advanced Call Report Seminars!

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.

This event is not recorded. For more information, call 800-422-7285.

Livestream Seminar

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: 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

CPE Credit Hours: 8

Avatar Woman

Susan Sabo

Principal

CliftonLarsonAllen

Avatar Man

Andrew Oster

Senior

CliftonLarsonAllen Minneapolis

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 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.