Webinar

Regulatory Report Preparation of FR Y-9C
This series addresses some of the more complex Call Report issues. Attend Session 1 for a line by line review of the new RC-R, Risk-Based Capital reporting form. Session 2 provides hands on practice for completing the FR Y-9C Bank Holding Company Report.

The FR Y-9C is the Consolidated Financial Statements for Bank Holding Companies report and may include parent, bank and nonbank entities. It is primarily used to monitor bank holding companies in between onsite inspections. Quarterly reporting is required.

This webinar provides basic knowledge of the regulatory reporting requirements for FR Y-9C as well as an understanding of how the information flows from the significant bank functions to this report and identification of the internal controls that a bank should implement so that the reporting process is effective. The program will also discuss the similarities between the FR Y-9C report and the call report and introduce the FR Y-9SP and FR Y-9LP reports. Further, this program will provide certain hands on practice of completing FR Y-9C reporting.

Highlights

  • FR Y-9C regulatory requirements
  • FR Y-9C similarities with call report
  • Introduction of FR Y-9LP and FR Y-9SP reporting
  • Reporting challenges and areas of common error
  • Internal controls over the FR Y-9 regulatory process

Audience

Accounting and operations professionals seeking fundamental knowledge of FR Y-9C reporting and individuals seeking a refresher.

Speaker

Eileen Iles, CPA, CGMA, CIA, CFSA, CCSA, CRMA, is a Partner in Crowe Horwath LLC’s Risk Management Financial Institution Group. Eileen has over 25 years of experience serving financial institutions. She has spent the most recent 14 years with Crowe Horwath consulting with clients ranging from community banks to multi-billion dollar institutions throughout the United States. Eileen also served as an Accounting adjunct faculty member at the University of New Mexico for five years. Currently, she develops and instructs banking courses for Crowe and various banking associations.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2 hours/session

Pricing

Live Webinar:

Member price: $275.00 | Non member price $550.00

On-Demand Webinar

Member price: $295.00 | Non member price $560.00

Registration

Online: Visit the CBA Webinar Catalog

Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)

ConferenceEdge
1516 Xavier St., Ste 500, Denver, CO 80204

Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)

Please Note:

  • Preferred Payment Method: Online
  • Please register online or by phone when paying with a credit card
  • Payment Must Accompany Registration – Invoices are Not Provided

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.

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