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The Secrets to Regulatory Capital Reporting in Schedule RC-R - 2 Part Series with Workshop

Confused by capital ratios? Risk allocations got you spinning? Take charge with this two-part series and crush your Call Report challenges! This focused and detailed event dives deep into Schedule RC-R, giving you the tools and confidence to navigate even the trickiest aspects of regulatory capital reporting. Clear the confusion, streamline your process, and elevate your expertise!

Upcoming
August 21, 2025
August 22, 2025
Presented by Andrea Lambert
4 CPE Credits
$850.00 or 8 Tokens

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

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

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This event will include breakout rooms where you will get the opportunity to collaborate with peers, as well as our industry expert, Andrea Lambert. Limited spots available!

Included Webinars

  • The Secrets to Regulatory Capital Reporting in Schedule RC-R - Part 1
  • The Secrets to Regulatory Capital Reporting in Schedule RC-R - Part 2 (Workshop)

Series Details

The Secrets to Regulatory Capital Reporting in Schedule RC-R - Part 1

Day 1 is 2 hours of diving into the details of RC-R Part I. This session will include discussion on the following:

  • Exploring and understanding the crucial role of capital ratios to financial institutions
  • The concepts and definitions for leverage and risk-based capital ratios
  • Master elections for Accumulated Other Comprehensive Income (AOCI) treatment
  • Simplify the Community Bank Leverage Ratio (CBLR) framework: opt in or out with ease
  • Demystify Tier 1 and Tier 2 adjustments: goodwill, intangibles, deferred taxes, and equity investments
  • Plan smarter for March and September report filing as an 051 filer
  • Understanding the capital conservation buffer

The Secrets to Regulatory Capital Reporting in Schedule RC-R - Part 2 (Workshop)

Day 2 is a 2.5-hour workshop (cameras on, microphones on) designed to encourage students to interact with one another, not only on RC-R Part II risk weighting scenarios, but to also exchange real life scenarios and pain-points. This session will include topics on the following:

  • Conquer the art of risk allocation- On-balance sheet and Off-balance-sheet exposures
  • Unpack the 4 risk buckets- Loan portfolios and Credit conversion factors
  • Get it right- Mortgage sales involving representations and warranties
  • Nail down Columns A & B- Reporting and reconciling deductions from RC-R Part I
  • Understand- The unconditionally cancellable rule and its impact on credit exposure
  • Discover- Scenarios for testing our knowledge
  • Take Away- Reference tools for future use

Who Should Attend

Call Report preparers, reviewers, and signatories – this is for you! Even board report preparers, Loan Operations, and accounting staff can benefit from these sessions. Whether you are new or a seasoned Call Report professional, this series is packed with actionable insights to help you stay compliant and confident.

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

The Secrets to Regulatory Capital Reporting in Schedule RC-R - 2 Part Series with Workshop has been approved for 4 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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