2023 Call Report Update Fast-Track (Virtual via Zoom)

Call Report Update Fast-Track (Virtual Live Seminar or Virtual Seminar Recording)

March 8, 2023

Member Fees:
$275 (Virtual Live Seminar); $375 (Recording); $100 Add On Recording Fee with Virtual Live Seminar Registration
Non-Member Fees:
$375 (Virtual Live Seminar); $475 (Recording); $100 Add On Recording Fee with Virtual Live Seminar Registration

Please note: Certificates will only be emailed to registered attendees following the program. We will verify attendance in Zoom. If you register for the recording, we will not be able to provide a certificate because we will not be able to track attendance.

The Call Report for 2023 is impacted by new and recent reporting requirements related to the FASB’s Accounting Standard Update (ASU) 2022-02 with impact to Accounting Standard Codification (ASC) Topic No 326 related to the elimination of Troubled Debt Restructuring recognition and measurement.

In addition, the adoption of CECL under ASU 2016-13 is also impactful to regulatory reporting within your Call Report.

Topics include:

  • New and Recent Reporting Revisions for 2023 Call Reports
    • CECL reporting in the Call Report
    • A discussion on reporting TDRs
    • Reference Rate Reform matters
    • Reporting leases under ASC Topic No 842
    • Reporting HELOCs as closed-end in your 2023 reports
  • Common questions and potential reporting errors
    • Unrealized losses on investment securities held as available for sale and the impact to average assets and capital adjustments
    • Realized and unrealized gains and losses on equity securities
    •  Loan coding and reporting income on loans
    • Reporting multi-family loans in RC-C and RC-R
    • Reporting unfunded commitments

Anyone responsible for preparing, reviewing, auditing, or signing the Call Report will find the program valuable. The seminar is designed for more experienced preparers and reviewers interested in new reporting requirements and up-to-date rulings impacting preparation of the Call Report.

Please Note: Bankers who attend this seminar do not need to attend the Call Report Preparation seminar on March 9-10. The March 9-10 class is a two-day session is designed for bankers with minimal call report experience.  Call Report Update Fast-Track is designed for bankers with years of experience who are only interested in recent changes. The recent call report changes will be discussed in both programs. Please contact the LBA if you have any questions.

Cynthia Dopjera, a Certified Public Accountant, has 38 years of experience focused on accounting and regulatory reporting for financial institutions. During the first 18 years of her career, Ms. Dopjera held various positions with responsibility across all operational areas, to include accounting, internal audit, Call Report preparation and review while working for community as well as regional banks. In 2000, Ms. Dopjera joined the public accounting firm of Harper & Pearson Company, P.C., where she served as Practice Leader for the Firm’s financial institutions practice covering community and regional institutions. The Firm’s services included financial statement audit, accounting, tax preparation and filing, internal control audit, Call Report audit, loan and asset quality review, and design and implementation of internal controls over financial reporting frameworks for institutions regulated under FDICIA and Sarbanes -Oxley. In 2018, Ms. Dopjera retired from Harper & Pearson Company, and currently provides accounting, consulting, and training services to financial institutions.

Andrea Lambert has over 20 years of banking experience with a broad range of financial and operational skills. She began her banking career as a part-time teller and bookkeeper while she completed her BS in Finance from Illinois State University. In 2005, she started a seven-year career with The Office of the Comptroller of the Currency as an Associate National Bank Examiner, becoming familiar with rules and regulations, best practices and success strategies as they relate to the call report process and the banking industry as a whole. In 2012, Andrea filled the Cashier position at a local community bank. During the ten years she worked there, she was responsible for ensuring the accuracy of various operational components of the bank, with a focus on call report preparation.

3/8/2023 1:00 PM - 4:00 PM


Wednesday, 08 March 2023

1:00 PM - 4:00 PM
3/8/2023 1:00 PM

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