In this 5 part immersive series, we'll guide you through every essential piece of the Call Report, breaking down complex schedules into practical, easy-to-follow sessions. You'll not only understand the how but also the why, building a solid foundation that boosts your confidence and sets you up for success.

Call Reporting for Beginners - Part 1

May 2, 2025 | 11:00 am - 1:00 pm EST

The Perfect Launchpad - Laying the Foundation
We'll kick things off with the essentials you need to succeed:

• General Reporting Requirements:
  
• Consolidation rules, filing deadlines, and must-know Call Report resources
  
• Income Statement Schedules:
  
• RI - Income Statement
  
• RI-A - Changes in Equity Capital
  
• RI-E - Explanations

Call Reporting for Beginners - Part 2

May 9, 2025 | 11:00 am - 1:00 pm EST

From Income to Balance Sheet - Making the Connections
Let's bridge the gap between income and the Balance Sheet:

• 
  
  Wrap up the Income Statement with:
  • RI-B - Charge-Offs and Recoveries
    
  • RI-C - Allowance for Credit Losses
    
  • Dive into the Balance Sheet:
    
  • RC - Report of Condition
    
  • Plus detailed coverage of:
    
  • RC-B - Securities
    
  • RC-F - Other Assets
    
  • RC-G - Other Liabilities

Call Reporting for Beginners - Part 3

May 16, 2025 | 11:00 am - 1:00 pm EST

Loans Made Simple - Loan Classifications Demystified
Loans are critical-let's ensure you get them right:

• Master loan classification requirements in RC-C
  
• Explore loan-related reporting in:
  
• RC-C Part I - Selected Line Items
  
• RC-L - Unused Commitments
  
• RC-M - Memoranda
  
• RC-N - Past Due and Nonaccrual Loans

Call Reporting for Beginners - Part 4

May 22, 2025 | 11:00 am - 1:00 pm EST

Deposits, Averages, and More - The Deep Dive
Deposits don't have to be confusing. We'll show you how to report with precision:

• Understand Schedule RC-E:
  
• Reciprocal deposits, brokered deposits, and insurance limits
  
• Explore related reporting in:
  
• RC-M - Non-loan Memoranda
  
• RC-O - Reporting Deposits for Insurance Assessment
  
• RC-K - Average Balance Reporting

Call Reporting for Beginners - Part 5

May 30, 2025 | 11:00 am - 1:00 pm EST

Capital and Risk - Build a Strong Foundation
Finish strong with a deep dive into capital calculations and risk weighting:

• Understand the Community Bank Leverage Ratio (CBLR) framework
  Learn the ins and outs of RC-R:
  
• Tier 2 Capital and Total Capital calculations
  
• RC-R Part II - Risk Weighting for assets and off-balance sheet exposures

What You'll Learn:

• Step-by-Step Learning: Follow the Call Report schedules in order, grouped for clarity and interconnection
  
• Simplify the Complex: We'll explain reporting requirements, loan classifications, deposits, and risk-weighting in plain language
  
• Hands-On and Practical: Real-world examples will help you apply what you learn to your own Call Report preparation

No more guesswork. No more confusion. Just the knowledge and tools you need to master the Call Report like a pro.