Bank Call Report Preparation for Beginners
This course is designed for bankers who are new to Call Report preparation. Attendees learn the basics of Call Reports, including:
The course is delivered via webinar over five successive weeks starting on the date and time posted herein, with each session lasting 2 hours.
- Reporting requirements
- Operational schedules
- Loan schedules
- Maturity and repricing
- Basel III risk based capital
- Recent accounting changes affecting the Call Report
Sessions also include Exercises that reinforce the material (for instance, classification of balance sheet and income statement items, and classification requirements for loans) as well as time for Q and A.
The First Session:
Explains general reporting requirements, including consolidation rules, filing deadlines, procedures, call report resources, income statement schedules, and RI, RI-A, and RI-E, which can be prepared using the general ledger. At the end of the session, the exercise is on the income statement classifications.
The Second Session:
Covers the reporting requirements for the balance sheet schedules that can be prepared using the bank's general ledger and investment reports, including RC, RC-B, RC-E, RC-F, RC-G, RC-K, and RC-O. An exercise on the balance sheet and income statement schedules is provided.
The Third Session:
Reviews the loan classification requirements of RC-C, reporting of charge-offs and recoveries, past due loans, and off balance sheet items. An exercise on loan coding is included.
The Fourth Session:
Reviews interest rate risk reporting, and the remaining call report schedules: RC-M, RC-Q, RC-S, & RC-T.
The Fifth Session:
Covers risk based capital under the Basel III rules.
Who Should Attend
This series is designed for bankers who have a year or less experience in call report preparation experience.
About The Presenter
Ann Thomas has thirty years of experience in bank accounting and control.
She has presented the Call Report Webinar for many years to thousands of bankers nationwide. Her experience in working with a broad range of independent financial institutions is of unique value in understanding Call Report questions and in communicating with bankers in their language.
Ms. Thomas also prepares and reviews Call Reports for several banks.
|Licenses / Designations / Educational Credits:||CEU|
All US States: 10
All Canadian Provinces: 10
|About The Provider:
||Since 1983 Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.
For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 100 live programs per year and you can even purchase the recorded or ondemand session if you are unable to attend the live program.
We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry.
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive 6 months access to the OnDemand weblink as an added free bonus.
Includes a weblink for unlimited viewing for 6 months after the date of the webinar as well as a link to handouts.
Live + Recorded:
Includes all three options above. Live session, OnDemand Weblink, and CD-Rom plus Hardcopy Handouts.
Live + OnDemand:
Includes two of the options above. Live session and 6 months access to OnDemand Weblink plus link to handouts.
||Contact Us For More Information
||Share on Facebook
Share on Twitter
Share on Google+
|Currently Scheduled Dates For This Webcast|
|Bank Call Report Preparation for Beginners||8/3/2015||$1,145.00||
Certified Regulatory Vendor Program Manager
FFIEC Cybersecurity Assessment Tool Webinar
Navigating the Top Fifty (50) Most Important Safe Deposit Box Operating Procedures
Fundamentals of SBA Lending: Documenting, Closing and Funding the SBA Loan
Flood Insurance Fundamentals –What do you need to know?
Completing The CTR and SAR Reports, Line by Line
Writing Teller Training Procedures
RC-C Loan Coding and related RC-R reporting
Vital Issues With Cashier’s Checks
Basic Cash Flow Analysis
Currency Transaction Reporting: Line by Line
Compliance Perspectives: A Monthly Update
Don't Let Borrowers Turn the Tables: Assessing and Avoiding Lender Liability Claims
Call Report For Banks: Basel III & Other Recent Changes
Do's and Don'ts of Checks: How to Avoid Loss