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Current Matters and Common Questions Impacting the Call Report

This webinar will cover new and recent reporting revisions for the 2023 call reports as well as common questions and reporting errors.

OnDemand
Recorded Thursday,
January 12th, 2023
Presented by Cynthia Dopjera
2h total length
$279.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

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

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The Call Report for 2023 is impacted by new and recent reporting requirements related to the FASB’s Accounting Standard Update (ASU) 2022-02 with impact to Accounting Standard Codification (ASC) Topic No 326 related to the elimination of Troubled Debt Restructuring recognition and measurement.

In addition, the adoption of CECL under ASU 2016-13 is also impactful to regulatory reporting within your Call Report.

What You'll Learn

  • New and Recent Reporting Revisions for 2023 Call Reports
    • A discussion on reporting TDRs
    • Reference Rate Reform matters
    • Reporting leases under ASC Topic No 842
    • Reporting HELOCs as closed-end in your 2022 reports
  • Common questions and potential reporting errors
    • Unrealized losses on investment securities held as available for sale and the impact on average assets and capital adjustments
    • Realized and unrealized gains and losses on equity securities
    • Loan coding and reporting income on loans
    • Reporting multi-family loans in RC-C and RC-R
    • Reporting unfunded commitments

Who Should Attend

Anyone responsible for preparing, reviewing, auditing, or signing the Call Report will find the program valuable. The seminar is designed for more experienced preparers and reviewers interested in new reporting requirements and up-to-date rulings impacting the preparation of the Call Report.

Cynthia Dopjera

Instructor Bio

Ms. Dopjera, a Certified Public Accountant, has 40 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, including 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.

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