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Saturday, December 30, 1899

Call Report Preparation: Avoiding Common Errors

Start Date: 3/4/2020 1:00 PM MST
End Date: 9/4/2020 2:30 PM MDT


Organization Name: Independent Bankers of Colorado

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

Call Report Preparation: Avoiding Common Errors
1:00 pm – 2:30 pm MT

Which Call Report schedules get the most regulatory scrutiny?  How can you ensure consistency between schedules?  Join us to learn best practices for Call Report audit and review and how to avoid common mistakes.
 
AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Identify commonly misreported Call Report line items and ensure the accuracy of key items
  • Learn which Call Report schedules receive the most regulatory scrutiny and how to avoid errors in these areas
  • Recognize the relationships between schedules to ensure consistency throughout
  • Avoid common loan report mistakes in Schedule RC-C and Schedule RC-R for regulatory capital
  • Establish best practices to audit and review Call Reports
 
WEBINAR DETAILS
With regulatory reporting receiving increased scrutiny from regulators, auditors, investors and others, it is imperative that Call Reports are prepared as accurately as possible. Regulators use Call Report data for offsite monitoring and to evaluate many aspects of the bank’s condition and operations.  This session will focus on areas and individual line items within the Call Report that are commonly misreported and that could ultimately lead to greater regulatory scrutiny.  The session will highlight key relationships between items and tips for ensuring consistent, accurate Call Report schedules.  Best practices for the audit and review process will also be addressed.
 
WHO SHOULD ATTEND?
This informative session is designed for Call Report preparers and reviewers, including CFOs, controllers, internal auditors, accounting and operations personnel, and others responsible for ensuring Call Report accuracy.
 
TAKE-AWAY TOOLKIT
  • PDF booklet of relevant accounting and regulatory guidance
  • Employee training log
  • Interactive quiz
 
DON’T MISS THESE RELATED WEBINARS!
Call Report Update 2020
on Wednesday, January 29, 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
  • One connection 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
  • Available 6 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!

Online Registration

Registration is Closed
Closed: 9/4/2020 1:00 PM

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