Call Report Preparation: An Update and Review
This Call Report Preparation seminar will help preparers and reviewers understand the preparation process and eliminate errors. It will begin with an overview of proposed March 2018 and June 2018 revisions, approved changes to March 2017 call report, and other recent changes, followed by a line by line review of RC-R, risk based capital.
Annual training in Call Report Preparation is highly recommended by bank regulators, not just for preparers of the call report, but also for reviewers. A reviewer needs to understand the reporting requirements and should spend at least 3-4 hours performing a detailed check of the completed Call Report Schedules and supporting documentation. New and experienced preparers and reviewers should be trained.