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Wednesday, November 4, 2020

Call Reports for New Preparers & Reviewers

Start Date: 11/4/2020 1:00 PM MST
End Date: 11/4/2020 2:30 PM MST


Organization Name: Independent Bankers of Colorado

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

Call Reports for New Preparers & Reviewers
1:00 pm – 2:30 pm MT

If Call Reports are new to you, this is the place to start.  This must-attend webinar will explain how Call Reports are used and how to approach key schedules and items.  Get reporting tips and the most current accounting and regulatory guidance before the next Call Report is due!
 
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 of reporting regulatory capital including:
    • Three types of regulatory capital
    • Community bank leverage ratio
    • Risk-weighting of assets, including loans
  • Perform and document the Call Report review process
 
WEBINAR DETAILS
With almost 90 pages of schedules to complete and over 700 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 information overload, and establish a strong Call Report 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.  Preparers and reviewers will also learn tips for properly documenting the preparation and review process.  Attendees will receive a PDF booklet with the most current accounting and regulatory guidance and tips for completing the Call Report.
 
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.
 
TAKE-AWAY TOOLKIT
  • PDF booklet of relevant accounting and regulatory guidance
  • Employee training log
  • Interactive quiz
 
DON’T MISS THESE RELATED WEBINARS!
Call Report Preparation: Avoiding Common Errors
on Wednesday, March 4, 2020
 
Call Report Basic Lending Schedules:
Coding, Classifications & Loan Loss Allowance

on Thursday, July 23, 2020
 
Call Report Regulatory Capital: Standards, Ratios, Risk Weighting
on Tuesday, September 15, 2020

 
  MEET THE PRESENTERS
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.
 


Kris Trainor, CPA, CFE, 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 services, including audit, tax, and consulting.  He has continued his education by attending various audit and tax classes and is a member of the American Institute of Certified Public Accountants, the Georgia Society of Certified Public Accountants, and the Association of Certified Fraud Examiners.  Kris is a CPA in Georgia and previously served on the AICPA’s Examination Content Subcommittee for the audit section of the CPA exam.



THREE REGISTRATION OPTIONS – WHAT YOU GET
1. Live Webinar Includes
  • Unlimited connections within your institution to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Presenter’s contact info for follow-up
 2. Recorded Webinar Includes
  • Recording of the Live Webinar
  • Available two business days following Live date
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your institution
  • Presenter’s contact info for follow-up
3. Purchase the BOTH Option to receive all the benefits listed above!