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2024 Current Matters and Common Questions on the Call Report

As the financial landscape continuously evolves, the Call Report has seen numerous changes over the years. We’ve adapted to these shifts, which have been shaped by economic conditions, accounting standards, and regulatory updates. As we approach the end of 2024, it’s important to reflect on our progress and anticipate what’s next.

OnDemand
Recorded Thursday,
October 17th, 2024
Presented by Andrea Lambert
2h total length
2 CPE Credits
$299.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Auditing
  • Lending
  • Reporting
  • Commercial Lender
  • Consumer Lender/Retail Banker
  • Controller/Accountant
  • Credit Analyst
  • Internal Auditor
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Senior Management
  • Training Manager
  • Trainer

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This webinar will equip participants with critical insights into recent regulatory and accounting changes affecting the industry, as well as proposed updates for 2025. To keep everyone up-to-date, the agenda will also cover any new regulatory developments, ensuring that this training is highly relevant for the December 31, 2024, reporting period.

Participants will receive handout materials to include a PDF version of the presentation and additional documentation required to support the topics covered in the webinar.

What You'll Learn

Recent Communications from Regulators:

  • A discussion on Fair Value measures for equity securities with contractual restrictions under ASU 2022-03
  • A summary of Staff Accounting Bulletin No 121 on Crypto-Asset Safeguarding Obligations
  • Reporting estimated uninsured deposits under FIL 54-2023 and FIL 37-2023
  • FIL 68-2023 and the proposed changes to Nondepository Financial Institutions, Reporting on Guaranteed Structured Financial Products, and long-term debt
  • FIL 3-2024: Proposed changes to risk based regulatory capital requirements

A compilation of common questions asked during 2024 to include:

  • Shifts in reporting status
  • Reporting loan modifications to borrowers experiencing financial difficulties
  • Brokered deposits and reporting in the proper line-items of Schedule RC-E
  • Appropriately reflecting adjustments between the ACL for Loans and the ACL for Unfunded Commitments
  • Deciphering when you have a loan commitment and when is it legally binding
  • Reporting negative deposit accounts
  • Bringing a nonaccrual loan back to accrual status

Who Should Attend

This program provides significant value for a wide range of individuals involved in Call Report preparation, review, or approval, regardless of their level of experience. Whether you’re a newcomer or a seasoned professional, the updates and discussions on accounting and financial reporting issues are tailored to enhance your knowledge and skills. This webinar aims to benefit a diverse audience by addressing current and relevant topics in the field of financial reporting.

Field of Study:Accounting

Skill level:Basic

Prerequisites:None

Advanced Preparation:None

Andrea Lambert

Instructor Bio

Andrea Lambert is currently lending her skills as a trainer and consultant as a member of the 3PR staff. Andrea has over 20 years of banking experience with a broad range of financial and operational skills. She began her banking career as a part-time teller and bookkeeper as she completed her B.S. in Finance from Illinois State University. In 2005, she started a seven-year career with the Office of the Comptroller of the Currency as an associate national bank examiner, becoming familiar with rules and regulations, best practices, and success strategies as they relate to the call report process and the banking industry as a whole. In 2012, Andrea filled the cashier position at a local community bank. During the ten years she worked there, she was responsible for ensuring the accuracy of various operational components of the bank, with a focus on call report preparation.

Continuing Education Credit Information

2024 Current Matters and Common Questions on the Call Report has been approved for 2 CPE credits. Credits are redeemable for Live attendance only.

OnCourse Learning is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Students can contact OnCourse Learning via email at support@oncourselearning.com to lodge complaints or issues.

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