Call Report Update & Avoiding Costly Mistakes

This session will explore recent updates and clarifications to Call Report instructions, as well as current expected credit losses (CECL) trends and recommended practices, including the implications of Accounting Standards Update (ASU) 2025-08 for purchased loans. A focused review of frequent mistakes will highlight reporting pitfalls involving time deposits, loans held for sale, mortgage servicing assets, and unfunded commitments. Sharpen your understanding of call report changes and gain practical strategies to identify mistakes, improve accuracy, and reduce costly reporting risks.