Webinars

2023 Call Report Update Seminar OnDemand with Live Streaming

• Recorded Tue, March 21, 2023
• Presented by Cynthia Dopjera

This 6-hour live streaming webinar will provide information on new, proposed, and revised changes to the Call Report with identification of specific Call Report line items impacting March 2023 and beyond. Accounting guidance and regulatory changes will be discussed and presented in order to update those with Call Report preparation and review responsibilities.

Bank Call Report Preparation for Beginners - 5 Part Series

• Recorded Thu, May 05, 2022
• Presented by Cynthia Dopjera

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.

CECL Adoption: Common Questions and Real-World Examples

• Recorded Tue, April 11, 2023
• Presented by Nick Ansley, Jeffery Johnson, John Erwin

With the deadline for adopting current expected credit loss (CECL) approaching, financial institutions are grappling with a multitude of questions regarding its implementation.

CECL and the Call Report Half Day Streaming

• Recorded Mon, April 17, 2023
• Presented by Cynthia Dopjera

The filing deadline is April 30, 2023 for the March 31, 2023 report date. Get your questions answered regarding how to report your CECL adoption in the Call Report.

The format for this webinar will be live streaming with 2 designated Q&A sessions.

2022 IRA Beneficiary Payouts - Yes or No?

• Recorded Wed, November 09, 2022
• Presented by Patrice Konarik

Great question. As the IRS flip-flops on the RMD rules for beneficiaries, it leaves clients, financial institutions, financial and estate planners twisting in the wind.

Call Reports: RC-C Loan Coding and RC-R Risk Weighting Loans and Unfunded Commitments

• Recorded Tue, May 17, 2022
• Presented by Cynthia Dopjera

The rules for coding loans reported on Schedule RC-C dictate how loans are to be reported on all loan schedules in the Call Report, including the income statement, charge-offs and recoveries, averages, past due loans and non-accrual loans.

Call Report for Beginners - 5 Part Series

• Recorded Fri, May 05, 2023
• Presented by Cynthia Dopjera, Andrea Lambert

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.

RC-R Reporting Requirements - 2 Part Series

• Recorded Wed, September 06, 2023
• Presented by Cynthia Dopjera, Andrea Lambert

Schedule RC-R is the longest schedule within the Call Report and the subject of many questions regarding reporting requirements. This 2-part series will focus on the critical reporting requirements for Part I and Part II.

IRAs Part 4 - Auditing Your IRA Files 2023

• Wed, October 25, 2023
• Presented by Patrice Konarik

The least favorite part of any auditor's job is to go through old, musty IRA files to see if the bank is in compliance and has all the customer information it needs. Many times when files are scanned in for imaging purposes, they are not checked first, resulting in a lot of 'junk' in the electronic IRA customer files.