Quarterly Call Reports bring ongoing challenges, including hundreds of pages of instructions, a myriad of schedules, and multiple opportunities for errors. Accuracy is paramount because Call Reports have a wide audience, including regulators, auditors, staff, and more. This well-timed webinar will expand your knowledge, improve precision, and cut through the information overload. If you are new to Call Reports, this is a must-attend session! With almost 90 pages of schedules to complete and over 800 pages of constantly changing instructions, Call Report preparation can be intimidating. New preparers and reviewers need guidance and resources to understand the basic filing requirements, cut through the information overload, and establish a strong Call Report preparation and review process. This session will highlight how the Call Report is used and how to approach key schedules and items, including the lending and regulatory capital schedules. You’ll learn tips for properly documenting the preparation and review process. Attendees will receive a PDF booklet with the current accounting and regulatory guidance, as well as additional advice for completing the Call Report.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Understand how examiners and others use Call Report information
- Maintain effective Call Report documentation
- Recognize common errors in key schedules, such as:
- Balance sheet Schedule RC
- Income statement Schedule RI
- Loan-related schedules, including Schedule RC-C
- Define key concepts in reporting regulatory capital, including:
- The three types of regulatory capital
- Community Bank Leverage Ratio
- Risk-weighting of assets, including loans
- Perform and document the Call Report review process
TAKE-AWAY TOOLKIT
- PDF booklet of relevant accounting and regulatory guidance
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
WHO SHOULD ATTEND?
This informative session is designed for new Call Report preparers and reviewers, and staff responsible for overseeing the accuracy and efficacy of the Call Report process.
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
MEET THE PRESENTER
Michael Gordon, CPA, Mauldin & Jenkins, LLC
Michael Gordon is a CPA and partner in the Atlanta office of Mauldin & Jenkins, LLC. He received his bachelor’s in European History and Economics in 2003 from Vanderbilt University and received his MBA with a concentration in Accounting in 2005 from the Georgia Institute of Technology Scheller College of Business. Since joining Mauldin & Jenkins in 2005, he has focused on financial institution audits and employee benefit plans. Michael also has experience with HUD and governmental entity audits. He is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.
THREE REGISTRATION OPTIONS – WHAT YOU GET
1. LIVE WEBINAR 2. ON-DEMAND WEBINAR 3. BUNDLE & SAVE
- Unlimited live connections with shareable access within your institution
- Available to view on desktop, mobile & tablet devices
- Take-away toolkit
- Live Q&A session & the presenter's contact info for follow-up questions
- Access the webinar training from your User Portal
- Unlimited and shareable access to the recording within your institution, starting two business days after the live date
- Available to view 24/7 on desktop, mobile & tablet devices
- Take-away toolkit
- Ability to download the webinar video and toolkit items
- Presenter's contact info for follow-up questions
- Access the webinar training from your User Portal
- Save when you Bundle the Live + On-Demand Webinar Registration
- Includes all the items listed above
- Full registration descriptions can be found here
