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2024 Mid-Year Call Report Update and Current Matters

Our upcoming 2-hour webinar is designed to equip participants with invaluable insights into the ever-changing regulatory and accounting landscape. We’ll delve into recent shifts and explore proposed changes slated for implementation in 2024. Moreover, to ensure utmost relevance, any emerging regulatory matters will be seamlessly integrated into the agenda. This ensures that our training remains highly pertinent for the June 30, 2024 reporting period and going forward.

Upcoming
Tuesday, June 25th, 2024
10:00 am - 12:00 pm
Presented by Andrea Lambert
2 CPE Credits
$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Auditing
  • Reporting
  • Controller/Accountant
  • Internal Auditor
  • Risk Manager
  • Senior Management
  • Training Manager
  • Trainer

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In the dynamic realm of finance, the Call Report consistently evolves. In recent years, we've navigated significant changes, adapting to economic shifts, accounting updates, and regulatory reforms. As we progress into 2024, it’s essential to reflect on this journey and gear up for upcoming developments.

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

What You'll Learn

  • 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
  • Reference Rate Reform under ASU 2020-04
  • Reporting estimated uninsured deposits under FIL 54-2023 and FIL 37-2023
  • FIL 68-2023 and the proposed revisions for the June 2024 reporting period
  • Proposed revisions for the September 2025 reporting period under FIL 3-2024
  • Reporting loans modified to borrowers experiencing financial difficulties
  • Reporting in Schedule RI line-items 5.l – Other Noninterest Income and 7.d – Other Noninterest Expense
  • Reporting past-due, non-accrual, and modified loans in Schedule RC-N
  • Deciphering when a loan should be a fixed interest rate versus a variable interest rate in Schedule RC-C Memo Item 2
  • A discussion on HVCRE exposures

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:Basic knowledge of a bank’s general ledger chart of accounts with a basic understanding of bank accounting. Familiarity with preparing a call report.

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 Mid-Year Call Report Update and Current Matters 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.