Training

Take the stress out of Call Reporting and step into confidence for 2026! The Call Report does not have to be intimidating when you have expert guidance, real-world insight, and training designed to make the line items make sense. Join us for an exclusive 6-hour live-streaming event where we break down the latest updates, uncover best practices, and prepare you for the 2026 Call Report filing season. This is not just another regulatory review, it is an information-packed session that turns complex reporting requirements into practical understanding. You will walk away empowered, informed, and ready to lead your institution’s reporting process with confidence and accuracy.

Join us for a 2-hour webinar designed to keep anyone involved with the Call Report informed and prepared. We will cover the latest regulatory updates, examiner expectations, and practical tips to help you ensure accuracy and maintain compliance with confidence.

This course is designed for those who understand the basics of bank accounting and want a deeper understanding for more complex activities. In addition, members of the accounting team who participate in the audit process and work with the bank’s financial statement auditors will improve their understanding of the basic concepts behind the audit assertions and control activities that apply to key areas of the bank’s financial statements, including the basic concepts of consolidations and preparing a statement of cash flows.

The purpose of this two-hour webinar is to provide participants with a good understanding of the loan documentation process. Participants will be exposed to the five steps in the loan documentation process.

CECL requires enhanced board reporting due to the forecasting and volatility inherent in modeling.

This series will provide the participant with an overview of the requirements under Accounting Standards Codification (ASC) No 740, Income Taxes, and the practical application to an institution’s financial statements. Exercises and exhibits illustrating common bank current and deferred tax accounting journal entries and period-end balances will be provided.

In the ever-evolving world of finance, the Call Report undergoes constant change. Over recent years, we’ve adapted to extensive transformations and faced the impact of economic, accounting, and regulatory shifts. As we peer into the 2025 financial landscape, it’s crucial to acknowledge the journey and prepare for what lies ahead.

Regulations governing how loans are coded on Schedule RC-C dictate their reporting across all loan schedules within the Call Report. In this webinar, learn to report the four risk-based capital categories of loans on Schedule RC-C accurately to provide greater visibility in your institution’s portfolio and overall health for more informed decision-making.

This course is designed to address the needs of financial institution employees and credit analysts by reinforcing their credit analysis skills. It begins by identifying the five vital financial factors faced by all commercial and industrial borrowers including: Liquidity, Leverage, Asset Management, Operations and Cash Flow. It then progresses into how to determine each factor through ratio analysis.