Event Calendar

Thursday, July 14, 2022

Call Report Series: Understanding Call Report Regulatory Capital: Standards, Ratios, Risk Weighting Webinar

Start Date: 7/14/2022 1:00 PM MDT
End Date: 7/14/2022 2:30 PM MDT

Event Website: https://financialedinc.com/call-report-series-understanding-call-report-regulatory-capital-standards-ratios-risk-weighting

Organization Name: Independent Bankers of Colorado

Maelynn Lewis
Email: mlewis@ibcbanks.org
Phone: (720) 607-7937

The never-ending grind of preparing quarterly Call Reports is further complicated by reporting regulatory capital. Schedule RC-R can be convoluted and challenging. With this webinar, you will glean the take-aways needed to provide accurate reporting from over 100 pages of instructions. With over 100 pages of ever-changing instructions and rules, reporting regulatory capital in Call Report Schedule RC-R continues to be challenging. This webinar will provide a deep dive into reporting regulatory capital and common mistakes in the calculation of regulatory capital ratios and asset risk weights. It will address the CBLR, residential mortgage exposures, high volatility commercial real estate (HVCRE) exposures, deferred tax assets, and unfunded commitments. Participants will also learn how incorrect information in other Call Report schedules can impact reporting of regulatory capital.

  • Accurately report the different types of capital, including common equity Tier 1 capital, Tier 1 capital, and Tier 2 capital 
  • Understand the common deductions from capital and how they impact Part I and Part II of Schedule RC-R
  • Ensure the accuracy of the risk-weights assigned to assets and off-balance sheet items in Schedule RC-R, Part II
  • Identify common mistakes in reporting regulatory capital, particularly in the risk weighting of loans and loan commitments
  • Evaluate the community bank leverage ratio (CBLR) framework, including recent changes to the minimum leverage ratio requirement
  • PDF booklet with regulatory guidance and Call Report schedules that include helpful notes and supplementary information
  • Employee training log
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits
This informative session is designed for new and experienced call report preparers, including CFOs, controllers, accounting staff, and others responsible for ensuring the accuracy of quarterly Call Reports.
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only.
Michael Gordon, CPA, Mauldin & Jenkins, LLC
Michael Gordon is a CPA and partner in the Atlanta office of Mauldin & Jenkins, LLC. He received his bachelor’s in European History and Economics in 2003 from Vanderbilt University and received his MBA with a concentration in Accounting in 2005 from the Georgia Institute of Technology Scheller College of Business. Since joining Mauldin & Jenkins in 2005, he has focused on financial institution audits and employee benefit plans. Michael also has experience with HUD and governmental entity audits. He is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.

Kris Trainor, CPA, CFE, Mauldin & Jenkins, LLC
Kris Trainor is a partner in the Atlanta office of Mauldin & Jenkins, LLC. He received his BBA in Accounting from Georgia Southern University in 1995. Since joining Mauldin & Jenkins in 1995, Kris has focused on financial institution services, including audit, tax, and consulting. He has continued his education by attending various audit and tax classes and is a member of the American Institute of Certified Public Accountants, the Georgia Society of Certified Public Accountants, and the Association of Certified Fraud Examiners. Kris is a CPA in Georgia and previously served on the AICPA’s Examination Content Subcommittee for the audit section of the CPA exam.

1. Live Webinar Includes
  • Unlimited connections within your institution to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Presenter’s contact info for follow-up
 2. On-Demand Webinar Includes
  • Recording of the Live Webinar
  • Available two business days following Live date
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your institution
  • Presenter’s contact info for follow-up
3. Purchase the BOTH Option to receive all the benefits listed above! Full registration descriptions can be found here.