Call Report Seminar Bundle

reports

Call Report Seminar Bundle

May 13 - May 14, 2025 | 9:00 am - 4:30 pm CT | Livestream Seminar

Save $100 when you register for the bundled Introduction to the Call Report and the Advanced Call Report Seminars.

The Introduction to the Call Report Seminar provides a solid foundation by guiding community bankers through the basics of completing the Call Report, with detailed discussion of each section of the call report, key regulatory requirements, best practices, and common reporting errors.

Building on this foundation, the Advanced Call Report Seminar dives deeper into complex topics, such as regulatory capital, Schedule RC-R, and reporting strategies. Together, these seminars will give you a comprehensive understanding of the Call Report and enhance your ability to navigate its complexities with confidence.

Learning Objectives

Introduction to Call Report Seminar

  • Line-item detail review of the Call Report with an emphasis on those areas most pertinent to community banks.

  • Review of Schedule RC-R, Regulatory Capital, and the capital conservation buffer.

  • Recent revisions of the Call Report and the implications.

  • Discussion of common errors and their resolution.

  • Review of call report general instructions, line-item instructions, and other resources.

Advanced Call Report Seminar

  • A review of the more complex aspects of loan reporting on Schedule RC-C, RC-L, RC-N, and RC-M.

  • A comprehensive discussion of regulatory capital and Schedule RC-R.

  • A discussion of how to review your call report and how to understand and leverage the data contained in your call report filing.

  • A discussion of the proposed streamlined call report revisions will affect 90 percent of all institutions that file Call Reports.

  • An overview of the Federal Reserve FR Y series reports.

Date
Information (Central Time unless otherwise noted)
Tuesday, May 13
Introduction to the Call Report Seminar

9:00 a.m. - 12:00 p.m.

  • Getting Started with the Call Report

  • Recent Revisions, Proposals, and Accounting Pronouncements

Lunch

12:00-p.m. - 12:30 p.m.

Program

12:30 p.m. – 4:30 p.m.

  • Lending Related Schedules 
  • Balance Sheet, Income Statement and Other Schedules 
  • Regulatory Capital and Community Bank Leverage Ratio 

Wednesday, May 14
Advanced Call Report Seminar

9:00 a.m. - 12:00 p.m.

  • Call Report Audit, Review and Documentation

  • Recent Revisions, Proposals, and Accounting Pronouncements

  • Advanced Call Report Topics

Lunch

12:00 p.m. – 12:30 p.m.

Program

2:30 p.m. – 4:30 p.m.

  • Community Bank Leverage Ratio (CBLR) Framework and Regulatory Capital

  • Using the Call Report for Data Analysis

  • Federal Reserve Reporting

Pricing

ICBA Members: $1,290

Non-Members: $1,490

Non-Banker* : $2,290

Pricing includes $100 discount.

Printable Registration Form

Receive $100 off when you register for both the Introduction to Call Report Seminar and the Advanced Call Report Seminar.

*Attendance may be subject to ICBA approval.


Attendance & Cancellation Policy

  • Full payment is required prior to event attendance. 
  • Registration fee is valid for only the individual registered. Each attendee must register.
  • A substitute registration will be accepted. Please notify ICBA Education if registration needs to be changed. 
  • If registration is cancelled more than 30 days prior to the event start date, you will receive a full refund. 
  • If cancellation is within 30 days prior to the event start date, 20 percent of the registration fee paid will be deducted for costs. 
  • No refunds will be issued once the bank has received event materials or after the event start date. 
  • All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed by ICBA. 

Continuing Professional Education Credit (CPE) Requirements

To receive full CPE credit for ICBA livestream event you must meet the following requirements: 

  • Enter your full name when joining the event in Zoom. Your Zoom session must display your full name and match the registration. 
  • Attend the livestream session with camera on for the duration of the session. NOTE - If attending by phone audio only, no CPE will be awarded due to participant’s inability to respond to poll questions.  
  • Participate in all group activities and breakout rooms.  
  • Answer all poll questions displayed during the session. If you are unable to answer the poll questions within the poll feature, submit your answer in the chat.  

* View CPE Credit Hours in the “Who Should Attend” section.  

This event is not recorded. For more information, call 800-422-7285 or email [email protected]

Livestream Seminar

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: Anyone who may have Call Report responsibilities

Prerequisites: No previous experience or training required.

Advanced Preparation: None

Program Level: Basic

Field of Study: Specialized Knowledge

Delivery Method: Group Live

Continuing Professional Education (CPE) Credit Hours: 7.5 per day

group avatar horizontal
Susan Sabo

Principal

CliftonLarsonAllen

group avatar horizontal
Andrew Oster

Senior

CliftonLarsonAllen Minneapolis

Code of Conduct

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.

Read Full Policy


Suitcasing Policy

Suitcasing is the act of soliciting business by non-exhibiting companies during the event or in other public spaces, including another company's booth, a convention center, or a hotel lobby. It is ICBA event management’s objective to do everything legally possible to protect its exhibitors and community banker attendees from suitcasing.