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Bank Call Report Preparation for Beginners - Five Part Series

The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.

OnDemand
May 7, 2020
May 14, 2020
May 21, 2020
May 28, 2020
June 4, 2020
Presented by Cynthia Dopjera
2h total length
12.5 CEU Credits
$1,209.00 or 5 Tokens

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Reporting
  • Controller/Accountant
  • Internal Auditor

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This 5 part webinar series will be held on May 7, 14, 21, 28 and June 4.

Designed for bankers new to Call Report preparation and those seeking a refresher course, this series will cover:

  • Regulatory and reporting requirements pertinent to Call Report preparation
  • Current information related to COVID-19 PPP lending
  • Best practices related to the preparation and review process
  • Basic accounting and reporting practices
  • Income Statement and Balance Sheet schedules
  • Loan schedules
  • Deposit schedules
  • Maturity and repricing reporting requirements
  • Off-balance sheet reporting requirements
  • Community Bank Leverage Ratio as effective January 1, 2020 with an update to include revisions brought about under the Coronavirus Aid, Relief, and Economic Security Act
  • Risk Based Capital guidelines

Included Webinars

  • Bank Call Report Preparation for Beginners - Part 1
  • Bank Call Report Preparation for Beginners - Part 2
  • Bank Call Report Preparation for Beginners - Part 3
  • Bank Call Report Preparation for Beginners - Part 4
  • Bank Call Report Preparation for Beginners - Part 5

Series Details

Bank Call Report Preparation for Beginners - Part 1

The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.

The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.

May 7, 2020 Series Part 1: The first webinar will explain general reporting requirements, including consolidation rules, filing deadlines, procedures, and call report resources. In addition, the income statement schedules, RI, RI-A and RI-E will be covered.

May 14, 2020 Series Part 2: The second webinar start off with the Balance Sheet Schedule RC and will continue with the last two income statement schedules, RI-B, RI-C, and follow with coverage of schedules RC-A and RC-B, RC-G ad RC-F.

May 21, 2020 Series Part 3: The third webinar will focus heavily on the loan classification requirements for RC-C and will continue with the remaining line items on RC-C, Parts I & II, followed by coverage of schedules RC-L, RC-N and RC-P.

May 28, 2020 Series Part 4: The fourth webinar will cover deposit schedules RC-E and will include coverage of RC-M, RC-O, RC-Q, RC-S, and RC-T.

June 4, 2020 Series Part 5: The fifth and final webinar will cover RC-R and the Community Banking Leverage Ratio, along with the calculations of Tier 2 Capital and Total Capital. The risk weighting requirements of RC-R Part II will also be covered relative to the appropriate allocations of risk weights to assets and off-balance sheet exposures.

Bank Call Report Preparation for Beginners - Part 2

The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.

The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.

May 7, 2020 Series Part 1: The first webinar will explain general reporting requirements, including consolidation rules, filing deadlines, procedures, and call report resources. In addition, the income statement schedules, RI, RI-A and RI-E will be covered.

May 14, 2020 Series Part 2: The second webinar start off with the Balance Sheet Schedule RC and will continue with the last two income statement schedules, RI-B, RI-C, and follow with coverage of schedules RC-A and RC-B, RC-G ad RC-F.

May 21, 2020 Series Part 3: The third webinar will focus heavily on the loan classification requirements for RC-C and will continue with the remaining line items on RC-C, Parts I & II, followed by coverage of schedules RC-L, RC-N and RC-P.

May 28, 2020 Series Part 4: The fourth webinar will cover deposit schedules RC-E and will include coverage of RC-M, RC-O, RC-Q, RC-S, and RC-T.

June 4, 2020 Series Part 5: The fifth and final webinar will cover RC-R and the Community Banking Leverage Ratio, along with the calculations of Tier 2 Capital and Total Capital. The risk weighting requirements of RC-R Part II will also be covered relative to the appropriate allocations of risk weights to assets and off-balance sheet exposures.

Bank Call Report Preparation for Beginners - Part 3

The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.

The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.

May 7, 2020 Series Part 1: The first webinar will explain general reporting requirements, including consolidation rules, filing deadlines, procedures, and call report resources. In addition, the income statement schedules, RI, RI-A and RI-E will be covered.

May 14, 2020 Series Part 2: The second webinar start off with the Balance Sheet Schedule RC and will continue with the last two income statement schedules, RI-B, RI-C, and follow with coverage of schedules RC-A and RC-B, RC-G ad RC-F.

May 21, 2020 Series Part 3: The third webinar will focus heavily on the loan classification requirements for RC-C and will continue with the remaining line items on RC-C, Parts I & II, followed by coverage of schedules RC-L, RC-N and RC-P.

May 28, 2020 Series Part 4: The fourth webinar will cover deposit schedules RC-E and will include coverage of RC-M, RC-O, RC-Q, RC-S, and RC-T.

June 4, 2020 Series Part 5: The fifth and final webinar will cover RC-R and the Community Banking Leverage Ratio, along with the calculations of Tier 2 Capital and Total Capital. The risk weighting requirements of RC-R Part II will also be covered relative to the appropriate allocations of risk weights to assets and off-balance sheet exposures.

Bank Call Report Preparation for Beginners - Part 4

The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.

The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.

May 7, 2020 Series Part 1: The first webinar will explain general reporting requirements, including consolidation rules, filing deadlines, procedures, and call report resources. In addition, the income statement schedules, RI, RI-A and RI-E will be covered.

May 14, 2020 Series Part 2: The second webinar start off with the Balance Sheet Schedule RC and will continue with the last two income statement schedules, RI-B, RI-C, and follow with coverage of schedules RC-A and RC-B, RC-G ad RC-F.

May 21, 2020 Series Part 3: The third webinar will focus heavily on the loan classification requirements for RC-C and will continue with the remaining line items on RC-C, Parts I & II, followed by coverage of schedules RC-L, RC-N and RC-P.

May 28, 2020 Series Part 4: The fourth webinar will cover deposit schedules RC-E and will include coverage of RC-M, RC-O, RC-Q, RC-S, and RC-T.

June 4, 2020 Series Part 5: The fifth and final webinar will cover RC-R and the Community Banking Leverage Ratio, along with the calculations of Tier 2 Capital and Total Capital. The risk weighting requirements of RC-R Part II will also be covered relative to the appropriate allocations of risk weights to assets and off-balance sheet exposures.

Bank Call Report Preparation for Beginners - Part 5

The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.

The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.

May 7, 2020 Series Part 1: The first webinar will explain general reporting requirements, including consolidation rules, filing deadlines, procedures, and call report resources. In addition, the income statement schedules, RI, RI-A and RI-E will be covered.

May 14, 2020 Series Part 2: The second webinar start off with the Balance Sheet Schedule RC and will continue with the last two income statement schedules, RI-B, RI-C, and follow with coverage of schedules RC-A and RC-B, RC-G ad RC-F.

May 21, 2020 Series Part 3: The third webinar will focus heavily on the loan classification requirements for RC-C and will continue with the remaining line items on RC-C, Parts I & II, followed by coverage of schedules RC-L, RC-N and RC-P.

May 28, 2020 Series Part 4: The fourth webinar will cover deposit schedules RC-E and will include coverage of RC-M, RC-O, RC-Q, RC-S, and RC-T.

June 4, 2020 Series Part 5: The fifth and final webinar will cover RC-R and the Community Banking Leverage Ratio, along with the calculations of Tier 2 Capital and Total Capital. The risk weighting requirements of RC-R Part II will also be covered relative to the appropriate allocations of risk weights to assets and off-balance sheet exposures.

Covered Topics

The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.

May 7, 2020 Series Part 1: The first webinar will explain general reporting requirements, including consolidation rules, filing deadlines, procedures, and call report resources. In addition, the income statement schedules, RI, RI-A and RI-E will be covered.

May 14, 2020 Series Part 2: The second webinar start off with the Balance Sheet Schedule RC and will continue with the last two income statement schedules, RI-B, RI-C, and follow with coverage of schedules RC-A and RC-B, RC-G ad RC-F.

May 21, 2020 Series Part 3: The third webinar will focus heavily on the loan classification requirements for RC-C and will continue with the remaining line items on RC-C, Parts I & II, followed by coverage of schedules RC-L, RC-N and RC-P.

May 28, 2020 Series Part 4: The fourth webinar will cover deposit schedules RC-E and will include coverage of RC-M, RC-O, RC-Q, RC-S, and RC-T.

June 4, 2020 Series Part 5: The fifth and final webinar will cover RC-R and the Community Banking Leverage Ratio, along with the calculations of Tier 2 Capital and Total Capital. The risk weighting requirements of RC-R Part II will also be covered relative to the appropriate allocations of risk weights to assets and off-balance sheet exposures.

Who should attend

Designed for bankers new to call report preparation or those that are looking for a refresher on reporting requirements.


Cynthia Dopjera

Instructor Bio

Ms. Dopjera, a Certified Public Accountant, has 38 years of experience focused on accounting and regulatory reporting for financial institutions. During the first 18 years of her career, Ms. Dopjera held various positions with responsibility across all operational areas, to include accounting, internal audit, Call Report preparation and review while working for community as well as regional banks.

In 2000, Ms. Dopjera joined the public accounting firm of Harper & Pearson Company, P.C., where she served as Practice Leader for the Firm?s financial institutions practice covering community and regional institutions. The Firm?s services included financial statement audit, accounting, tax preparation and filing, internal control audit, Call Report audit, loan and asset quality review, and design and implementation of internal controls over financial reporting frameworks for institutions regulated under FDICIA and Sarbanes-Oxley. In 2018, Ms. Dopjera retired from Harper & Pearson Company, and currently provides accounting, consulting, and training services to financial institutions.


Credit Information

Recommended for 12.5 CEU Credit Hours. After attending this webinar, each attendee can receive a Certificate of Attendance for self-reporting of CEU Credits.