Join us for a Call Report Update! Enhance your Call Report expertise and streamline your reporting process in our dynamic and interactive 6-hour virtual education program! Split into two engaging 3-hour sessions, this training is designed for both new and seasoned professionals, guiding you through the latest regulatory updates and best practices that will impact your 2025 reporting and beyond.

Don’t miss this opportunity to enhance your Call Reporting skills, stay compliant, and make the reporting process smoother and faster! Navigate the most recent Call Reporting rules and upcoming changes with confidence.

TOPICS
Specific schedules will be discussed in detail and will include the fundamental reporting requirements for Schedule RI and Schedule RC. Additionally, various other schedules and reporting items that tend to generate questions or result in common errors will be addressed. This comprehensive approach ensures that participants gain a clear understanding of these critical reporting elements. Items discussed during this webinar will include:

• Reporting loan activities in Schedule RC-C, RC-M, RC-N and RC-L
• A discussion on brokered deposits
• Reporting average balances in RC-K and RC-O
• A look at extensions of credit in Schedule RC-M
• Loan coding coverage with a focus on areas that create questions
• Eligibility under the CBLR framework with reduced RC-R reporting
• Risk weighting loans and unfunded commitments in RC-R Part II

A discussion of the reporting impacts and the implementation timelines for new Accounting Standards Updates (ASU) and Recent Communications with Regulators related to the following will be discussed:

• Reporting estimated uninsured deposits under FIL 37-2023
• FIL 3-2024: Proposed revisions for the September 2025 reporting period

Recorded June 11 - 12, 2025

Earn up to 6 hours of CPE