萝莉社官网

Call report preparation training

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Call report preparation training

9/24/2025 09:00 AM - 9/25/2025 12:00 PM (CT)

Advanced preparation: None
Level: Overview
Prerequisite: None
Field of study: Personnel/HR
CPE: 6 credits

This seminar focuses on equipping community banks with the fundamental knowledge necessary for completing an accurate and efficient call report. The presentation will guide call report preparers through the complicated instructions and provide clarity to common reporting challenges. Participants will gain a deeper understanding of how the balance sheet schedules support and affect risk-weighted assets and regulatory capital calculations. It will also cover insights into current and upcoming revisions, accounting changes, how to get the most out of available technology tools, strategies for sharing preparation responsibilities, training a knowledgeable backup, and reporting challenges caused by changing regulatory rules.

Learning objectives

• Improve accuracy and efficiency in call report preparation.
• Recognize common call report preparation errors.
• Understand the benefits and pitfalls of using technology to assist with the call report. 
• Gain a deeper understanding of the regulatory capital frameworks and calculations.

Registration fee

$299 early-bird/$350 regular (Early-bird deadline: August 15, 2025)

Wipfli accepts AmEx, Discover, Visa and Mastercard.

The registration fee includes:

• Up to 6 continuing professional education (CPE) credits in accordance with the standards of the National Registry of CPE Sponsors. CPE credits are granted based on a 50-minute hour.  

Transfers and cancellations

• Participants who are unable to attend may be eligible to transfer or cancel their registration. All transfer or cancellation requests must be received in writing no later than two business days before the start of the event for which you are currently registered.   
• A $25 service fee will be applied to all transfer and cancellation requests. Additional fees may apply. 
• Participants who registered but did not attend the event or complete a request to transfer or cancel within the allotted time are liable for the full registration fee. 
• If Wipfli reschedules or cancels the event, you will be notified via email, at which time you will be given the option to transfer to another training or receive a refund.  
• For more information, including deadlines and fees, view the full policy here. For questions or concerns, please email trainings@wipfli.com with the subject line: “Registration Transfer” or “Cancellation.” 

Be prepared

You’ll receive an email once you’ve been added to our event-hosting platform, as well as reminders one day and one hour prior to the training. Materials will be available one hour before the training until one day after the training. 

Certificate of participation and CPE credit

• Each registered person attending the live webinar is eligible to receive a certificate of participation/continuing professional education (CPE) credits. 
• To receive a certificate of participation/CPE credits, participants must answer the interactive polling questions presented throughout the webinar; participants will have approximately 30 seconds to respond to each question. 
• This session is eligible for 6 CPE credits. There are three polling questions per 1 CPE credit. To receive full credit and a certificate of participation, participants must answer all nine polling questions. To receive partial credit and a certificate, participants must answer at least three polling questions. Upon receipt, the information will be verified. If accepted, you will receive a certificate of participation via email within 14 business days of the webinar presentation.

Please note:

• Registration is on a per-person basis.  
• The certificate of participation/CPE credit is only awarded to the registered name associated with the link used to log in.
• You must use your personalized link to access the training to ensure you qualify for the certificate of participation/CPE credits. 
• Our team will be monitoring the active user lists throughout the training event. If a registrant is on the active attendee list more than once, the additional logins will be removed during the webinar. 

National Registry of CPE Sponsors: 萝莉社官网 is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: .

Instructional delivery: Group, internet-based. For more information regarding administrative policies, such as complaint, cancellation and refund policies, please contact our offices at 888 876 4992.