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Wednesday, January 16, 2019

Call Reports 2019 Update

Start Date: 1/16/2019 1:00 PM MST
End Date: 1/16/2019 2:30 PM MST


Organization Name: Independent Bankers of Colorado

Contact:
Tara F. Hunter
Email: thunter@ibcbanks.org
Phone: 303-832-2000

Call Reports 2019 Update
1:00 pm – 2:30 pm MT


Given the ever-changing accounting and regulatory landscape, it is imperative that Call Report preparers and reviewers stay current with changes to reporting forms and instructions. The agencies issued multiple proposals in 2018 that will impact filers of Form 031 and Form 041, as well as institutions with less than $1 billion in total assets that complete Form 051. These proposals include changes to the reporting of HVCRE loans, reciprocal deposits, and other regulatory capital items, as well as changes to the upcoming CECL and lease standards. This session will highlight Call Report changes effective March 31, 2019, and other changes on the horizon.

Continuing Education: Attendance verification for CE credits upon request.
 

HIGHLIGHTS

  • Changes to the regulatory capital treatment of high volatility commercial real estate (HVCRE) loans
  • Impact of the Economic Growth, Regulatory Relief, and Consumer Protection Act on Call Reports, including recent changes to the treatment of reciprocal deposits
  • Proposed changes relating to the introduction of the CECL model
  • Impact of other significant accounting changes on the Call Report
  • Proposed simplifications to the capital rule and the potential effect on reporting regulatory capital on Schedule RC-R
  • Proposed changes to Form 031, Form 041, and Form 051 for 2019
  • TAKE-AWAY TOOLKIT
    • PDF booklet of relevant accounting and regulatory guidance
    • Employee training log
    • Quiz to measure staff learning and a separate answer key
 

WHO SHOULD ATTEND?
This informative session is designed for Call Report preparers and reviewers, including CFOs, controllers, and others responsible for ensuring the accuracy of quarterly Call Reports. 
 
NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.
 

  MEET THE PRESENTERS
Michael Gordon, CPA, MBA
Mauldin & Jenkins, LLC
Michael Gordon is a CPA and director 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.



Kris Trainor, CPA
Mauldin & Jenkins, LLC
Kris Trainor is a partner in the Atlanta office of Mauldin & Jenkins, LLC. He received his BBA in Accounting from Georgia Southern University in 1995. Since joining Mauldin & Jenkins in 1995, Kris has focused on financial institution audits. He has continued his education by attending various audit and tax classes and is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Kris is a CPA in Georgia and previously served on the AICPA’s Examination Content Subcommittee for the audit section of the CPA exam.

Online Registration

Registration is Closed
Closed: 1/16/2019 1:00 PM

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