Introduction to Call Report Seminar

reports

Introduction to Call Report Seminar

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

In an ever-changing regulatory and accounting environment, it is important that call report preparers and reviewers remain up to date. Attend this seminar for a detailed discussion of each call report schedule as well as the real-life challenges of completing an accurate call report. 

To help explain the requirements, detailed examples are provided and there is an opportunity to ask questions specific to your situation.

Learning Objectives:

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

  • Review of form FFIEC 041 and 051 related instructions.

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

  • Recent revisions of the Call Report and the implications.

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

  • Accounting pronouncements and their effect on the Call Report.

  • Discussions regarding an efficient preparation of the Call Report.

  • Discussion of common errors and their resolution.

  • Sufficient time for questions and answers.

Register for both the Call Report and Advanced Call Report Seminars and save $100! Click here to register for both.

Register
Register
Date
Information (Central Time unless otherwise noted)
Tuesday, May 13

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.

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

Pricing

ICBA Members: $695

Non-Members: $795

Non-Banker* : $1,195

Printable Registration Form

*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

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Susan Sabo

Principal

CliftonLarsonAllen

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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.