Examining Bank Assets, Liabilities &

Jun 05, 2018 03:00pm -
Jun 05, 2018 04:30pm
As we transition to a new online membership platform, CBAO will not be processing online orders from September 21-30. Please call our office at (614) 846.8124 to register for a webinar or an event. Thank you!

A list of upcoming events is presented below:

Event Description

Call Reports provide examiners with a great deal of information about your bank’s financial performance.  This session will help Call Report preparers and reviewers accurately and consistently report bank assets, liabilities, and income.  Session highlights will include the classification of assets and liabilities on Schedules RC, RC-F, and RC-G; the basics of investment reporting on Schedule RC-B; the basics of deposit reporting on Schedule RC-E; and reporting bank income on Schedules RI and RI-E. 


  • Overview of accounting principles and reporting requirements for the balance sheet and income statement
  • How general ledger accounts should be classified for Schedules RC, RC-F, RC-G, RC-K
  • How income should be grouped and classified on Schedule RI and RI-E
  • Introduction to reporting investments on Schedule RC-B and reporting deposits on Schedule RC-E

Take-Away Toolkit

  • Employee training log
  • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

Who Should Attend?

This informative session is designed for Call Report preparers and reviewers as well as other bank staff responsible for providing information for the Call Report or to bank regulators.

Registration Options:

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Event Type:Webinar &/or On-Demand Link/CD
Early registration ends on Apr 30, 2018.
Regular registration starts on May 01, 2018 and ends on Jun 05, 2018.
Late registration starts on Jun 06, 2018.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00
 Recorded Webinar + Free Digital Download
Member Fee: $345.00$345.00$345.00
Non-Member Fee: $490.00$490.00$490.00
 Both Live Webinar and Recorded Webinar + Free Digital Download
Member Fee: $395.00$395.00$420.00
Non-Member Fee: $600.00$600.00$625.00