Review of Savings with Newest Call Report

Review of Savings with Newest Call Report

Review of Savings with Newest Call Report for Eligible Small Institutions

Wednesday, June 3, 2020
2:00 – 3:30 pm (Eastern Time)

In an effort to reduce regulatory burden (i.e. excessive overhead) the FFIEC, the umbrella group of primary regulators, introduced a new Call Report (FFIEC #051) for depository institutions with domestic offices only and less than $5 billion total assets. 

This new Form #051 will save many hours of unnecessary work on the part of small institutions’ preparers of Call Reports. 

The new Form #051 allows a switch from the long, detailed Form #041. 

Summary

This important webinar will focus on the most recent Call Report made available for small depository institutions – Form FFIEC #051. 

This Accounting training will cover questions related to reducing regulatory burden such as the following: 

1.What is the purpose for Form #051?
2.Who (which entities) should use the Form #051?
3.What is the reason for the new Schedule SU, Supplemental Information?
4.What Schedules have been significantly changed because of the new Schedule SU? 
5.What frequency of reporting changes have been made on FFIEC #051?
6.What threshold changes have been made on FFIEC #051?
7.What lines have been removed from FFIEC #051?  

Instructor

John Barrickman

For 27 years, John Barrickman has served as President of New Horizons Financial Group, a financial services industry consulting firm nationally recognized as an expert in the areas of comprehensive credit risk management, credit process, loan policy formation, asset quality rating frameworks, risk based pricing and lender development. John is a frequent speaker and subject matter expert on credit policies and procedures at industry events nationwide. John is also a Consulting Associate for Capital Performance Group.
 

Attendance verification for CE credits provided upon request.

Webinar Sponsored by BankersHUB

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

Registration
Webinar and Playback*
*Playback has no expiration. 
 
 
 
When
6/3/2020
Registration is closed.