Get the guidance you need to complete an accurate and efficient call report.

In this two-part training, we’ll walk through key call report schedules and reporting requirements so you’re clear on what’s expected. We’ll also cover common reporting challenges, upcoming revisions and accounting changes, regulatory capital considerations and strategies for sharing preparation responsibilities and developing a knowledgeable backup.

This overview session is eligible for up to 6 CPE credits — with no prerequisites. To receive credit, participants must answer the interactive polling questions.

Schedule

• Part 1: August 18, 9:00 a.m.-12:30 p.m. CT
• Part 2: August 19, 9:00 a.m.-12:30 p.m. CT

Learning objectives

• Improve the accuracy and efficiency of call report preparation.
• Recognize common call report preparation errors.
• Identify the benefits and pitfalls of using technology for call report preparation.
• Gain a deeper understanding of regulatory capital frameworks and calculations.

Registration details

• $299 per person early-bird/$350 per person regular
• Early-bird deadline: July 17, 2026

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.   
• 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 and given the option to transfer to another training or receive a refund.  

Earning CPE credit

• Each registered person attending the live webinar is eligible to receive a certificate of participation/Continuing Professional Education (CPE) credits. 
• CPE credit is only awarded to the registered name associated with the link used to login. Use your personalized link to access the training to make sure you qualify for CPE credits. 
• Our team monitors active users throughout the training. Duplicate logins will be removed.
• To earn CPE credits, participants must answer the interactive polling questions presented throughout the webinar. There are three polling questions per CPE credit.
• This session is eligible for up to 6 CPE credits. To receive full credit and a certificate of participation, participants must answer all polling questions. Partial credit may be awarded upon request and verification.

Wipfli 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 through the NASBA website.

For more information, including deadlines and fees, read Wipfli’s full policy, email trainings@wipfli.com or call 888 876 4992.