The regulatory reporting burden faced by community banks today is stronger than ever. As the complexity of the call report and Federal Reserve reports continue to increase, even experienced bankers often have questions about the nuances of these filings.
Take a deeper dive into the more complex areas of the call report including a comprehensive discussion of regulatory capital and Schedule RC-R.
Learning Objectives
Review the more complex aspects of loan reporting on Schedule RC-C, RC-L, RC-N, and RC-M.
Understand how to review your call report and leverage the data contained in your call report filing.
Become familiar with the proposed streamlined call report revisions that will affect 90 percent of all institutions that file call reports.
Review the Federal Reserve FR Y series reports including:
FR Y-9SP: Parent Company Only Financial Statements for Small Holding Companies
FR Y-9LP: Parent Company Only Financial Statements for Large Holding Companies
FR Y-9C: Consolidated Financial Statements for Holding Companies
FR Y-11: Financial Statements of Nonbank Subsidiaries
FR Y-10: Changes in Organizational Structure
FR Y-8: Section 23A Transaction with Affiliates
FR Y-6: Annual Report of Holding Companies
FR Y-3: Application to Acquire an Additional Bank or Holding Company
Use the discount code MULTI_CR and receive $100 off when you register for both the Call Report and Advanced Call Report Seminars!
9:00 a.m. - 12:00 p.m.
Call Report Audit, Review and Documentation
Recent Revisions, Proposals, and Accounting Pronouncements
Advanced Call Report Topics
12:00 p.m. – 12:30 p.m.
12:30 p.m. – 4:30 p.m.
Community Bank Leverage Ratio (CBLR) Framework
Regulatory Capital
Using the Call Report for Data Analysis
Federal Reserve Reporting
Early Bird Price (ends April 12, 2023): $595
ICBA Members: $695
Non-Members: $795
Non-Bankers: $1,195
Use the discount code MULTI_CR and receive $100 off when you register for both the Call Report and Advanced Call Report Seminars!
For more information, call 800-422-7285.
Upon registration you will receive an email from ICBA confirming your registration, the dates of the event and a calendar invitation for the event. Approximately 1-2 weeks prior to the event start date, you will receive an email from an ICBA representative containing detailed information including event times and the meeting link.
Who should attend: Any who may have Call Report responsibilities
Prerequisites: Basic knowledge of Call Report preparation
Advanced Preparation: None
Program Level: Intermediate
Field of Study: Specialized Knowledge
Delivery Method: Group internet-based
CPE Credit Hours: 8
Principal
CliftonLarsonAllen
Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.
As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.
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