Call Report for Banks - Recent Changes, Highlights, and Pitfalls

Feb 16, 2018 11:00am -
Feb 16, 2018 01:00pm
(GMT-5)
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

In 2017, the Agencies approved a new 051 form for domestic banks with less than $1 billion in assets which reduced the number of pages in the call report and eliminated 40% of the existing line items. Further burden reducing changes were approved in December, 2017 for the June, 2018 Call Report for both 051 and 041 filers. The changes include consolidation and/or removal of several more line items and reductions in the frequency of reporting for about a dozen line items.

There are also both proposed and approved changes that will impact risk based capital. The agencies have approved maintaining the phase in capital deduction and risk weighting for certain targeted items. In addition, there are proposed changes to risk based capital that impact the definition of HVCRE.

The webinar will cover the latest revisions and recently approved changes to the call report, as well as updates due to revisions in accounting standards, other areas of concern, and common errors made during call report preparation.

Learn About:
2018 Revisions:

  • Burden reducing updates to the FFIEC 051 & 041 forms (June, 2018)
  • Risk Based Capital approved changes to extend the existing capital requirements for mortgage servicing assets, certain deferred tax assets, investments in the capital instruments of unconsolidated financial institutions, and minority interest
  • Risk Based Capital proposed changes, including updates to HVCRE definition

Recent Accounting Updates (equities, leases, other real estate)

Common Errors Made in Call Report Preparation

Who Should Attend?

This update will benefit more experienced Call Report preparers, reviewers, and auditors. It will supplement annual comprehensive Call Report training recommended by 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 Jan 09, 2018.
Regular registration starts on Jan 10, 2018 and ends on Feb 19, 2018.
Late registration starts on Feb 20, 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
 On Demand Link & "FREE" CD Rom
Member Fee: $345.00$345.00$345.00
Non-Member Fee: $490.00$490.00$490.00
 Both Live & On Demand Link (Includes CD Rom)
Member Fee: $395.00$395.00$420.00
Non-Member Fee: $600.00$600.00$625.00