As regulatory and economic changes occur, so does the complexity and importance of preparing an accurate, quarterly call report. Preparers of these reports must understand and remain current on all revisions to the report, preparation instructions, recently released accounting standards and procedures as these are all critical to a successful product.

The manual covers:

• The who, what, where, when, and why of the call report
• Procedures for efficient preparation
• Call report preparation policy
• Common errors to avoid
• Revised Schedule RC-R, Regulatory Capital and the impact of Basel III
• Recent Accounting Pronounce

Authors: Financial Institutions Group, CliftonLarsonAllen

Updated: October 2016