Call Report Series

Call Report Series

Call Report Series: 
Call Report Regulatory Capital, 
Including Key Changes & Other Schedules
Tuesday, July 23, 2019
3:00 pm – 4:30 pm Eastern

 

With over 100 pages of ever-changing instructions and rules, reporting regulatory capital in Call Report Schedule RC-R continues to be difficult for community banks.  Join us for a deep dive into reporting regulatory capital and common mistakes on Schedule RC-R.  Proposed and recently finalized changes to the RC-R instructions, including HVCRE loans and simplifications to the capital rule, will be covered.  Learn how reporting incorrect information in other Call Report schedules can impact reporting of regulatory capital.

Highlights:

  • Schedule RC-R, Part I, including the reporting of common equity Tier 1 (CET1) capital, Tier 1 capital, and Tier 2 capital, and common deductions from capitalEnsuring the accuracy of the risk weights assigned to assets and off-balance sheet items in Schedule 
    RC-R, Part II
  • Recent changes to the high volatility commercial real estate (HVCRE) definition
  • Common mistakes in reporting regulatory capital, particularly in risk-weighting loans and loan commitments
  • Overview of proposed community bank leverage ratio (CBLR) framework, including which banks would be eligible and the impact on regulatory capital reporting
  • Highlights of other Call Report schedules, including RC-M and RC-O
     

Take-Away Toolkit:

    o UCC Article 9 repossession checklist to ensure you don’t forget a step in the repossession process
    o UCC notice of sale form
    o Employee training log
    o Quiz to measure staff learning and a separate answer key

Who Should Attend?

This informative session is designed for all lending and collection personnel, including loan officers, loan operations staff, credit administration staff, managers, collectors, compliance officers, and attorneys.

Speaker

Elizabeth Fast, JD & CPA, Spencer Fane LLP

Elizabeth Fast is a partner with Spencer Fane LLP where she specializes in the representation of financial institutions.  Elizabeth is the head of the firm’s training division.  She received her law degree from the University of Kansas and her undergraduate degree from Pittsburg State University.  In addition, she has a Master of Business Administration degree and she is a Certified Public Accountant.  Before joining Spencer Fane, she was General Counsel, Senior Vice President, and Corporate Secretary of a $9 billion bank with more than 130 branches, where she managed all legal, regulatory, and compliance functions.  She is a member of the Missouri State Banking Board by appointment of the Governor.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by Financial Education & Development

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Registration Options
Live Webinar: Register for the live event and get five days access to the On Demand Playback. You’ll have an opportunity to ask questions during the presentation and be free to review the content for the next 5 (business) days Registration also includes links to presenter materials, handouts, and pdfs.
Recorded Webinar + Free Digital Download: Can’t attend the live webinar?  This option provides a recording of the live event, including audio, visuals, and handouts.  We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar.  You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

Live Webinar: Register for the live event and get five days access to the On Demand Playback. You’ll have an opportunity to ask questions during the presentation and be free to review the content for the next 5 (business) days Registration also includes links to presenter materials, handouts, and pdfs.
Additional Hookups: Registering another banker from a different location
Live Webinar + On-Demand Link : Both live webinar & recorded webinar + free digital download 

When
7/23/2019

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