Call Report Series: Introduction to Call Report Preparation

Mar 21, 2018 03:00pm -
Mar 21, 2018 04:30pm

Event Description

With 60 to 90 pages of schedules to complete and over 700 pages of constantly changing instructions, Call Report preparation can be intimidating.  New preparers and reviewers need guidance and resources to understand the basic filing requirements, cut through information overload, and establish a strong Call Report process.  This session will highlight how the Call Report is used and how to approach key schedules and items, including the lending and regulatory capital schedules.  Preparers and reviewers will learn tips for properly documenting the preparation and review process.


  • O​verview of basic Call Report filing requirements
  • How examiners and others use Call Report information 
  • Tips for completing key Call Report schedules
    • Balance sheet Schedule RC
    • Income statement Schedule RI
    • Loan-related schedules, including Schedule RC-C
  • Introduction to regulatory capital
  • Maintaining effective Call Report documentation
  • How to review a Call Report prepared by others

Take-Away Toolkit:

  • PDF booklet of relevant accounting and regulatory guidance
  • 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 new Call Report preparers and reviewers, and staff responsible for overseeing the accuracy and efficacy of the Call Report process.

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 Feb 13, 2018.
Regular registration starts on Feb 14, 2018 and ends on Mar 21, 2018.
Late registration starts on Mar 22, 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