Call Report for Banks - Recent Changes, Highlights, and Pitfalls

In 2017, the Agencies approved a new 051 form for domestic banks with less than $1 billion in assets which reduced the number of pages in the call report and eliminated 40% of the existing line items. Further burden reducing changes were approved for the June, 2018 Call Report for both 051 and 041 filers. The changes include consolidation and/or removal of several more line items and reductions in the frequency of reporting for about a dozen line items.

There are also both proposed and approved changes that impact risk based capital. The agencies have approved maintaining the phase in capital deduction and risk weighting for certain targeted items. In addition, there are proposed changes to risk based capital that impact the definition of HVCRE.

The webinar will cover the latest revisions, including any changes resulting from the banking bill recently signed by President Trump. In addition, updates due to revisions in accounting standards, other areas of concern, and common errors made during call report preparation will be reviewed.

Learn About:

2018 Revisions:

  • Burden reducing updates to the FFIEC 051 & 041 forms (June, 2018)
  • Risk Based Capital approved changes to extend the existing capital requirements for mortgage servicing assets, certain deferred tax assets, investments in the capital instruments of unconsolidated financial institutions, and minority interest
  • Risk Based Capital proposed changes, including updates to HVCRE definition
  • Other revisions due to recently signed banking bill

Recent Accounting Updates (equities, leases, other real estate)

Common Errors Made in Call Report Preparation

Who Should Attend?

This update will benefit more experienced Call Report preparers, reviewers, and auditors. It will supplement annual comprehensive Call Report training recommended by bank regulators.

"Ann is great. I've had the audacity to challenge her on a couple of occasions and she was right every time." -- David DeFord, Homestead Savings Bank

"I have attended Call Report Prep trainings by Ann Thomas for the past 5 years - she has consistently provided great info and documentation." -- Paula Abbott, Mission Bank


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