Call Report Series: Call Report Update 2022

Staying abreast of the evolving accounting and regulatory environment is crucial for Call Report preparers and reviewers. This well-timed webinar will relay the latest Call Report preparation developments and spotlight frequent, yet avoidable, mistakes.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:
Assess the impact of proposed Call Report revisions for the 2022 reporting year
Understand the Call Report changes at the end of 2021 related to items brokered and sweep deposits, international remittance transfers, and deferred taxes
Determine how accounting standards changes affect the Call Report, including changes to reporting the ALLL and operating lease liabilities
Evaluate the FDIC’s proposed transition away from quarterly Call Reports to a timelier and technologically focused reporting framework
Accurately handle commonly misreported Call Report items, including regulatory capital items revised in 2020

WEBINAR DETAILS
Given the ever-changing accounting and regulatory landscape, it is imperative that Call Report preparers and reviewers stay current with changes to the reporting forms and instructions. The agencies continue to issue proposed and finalized changes that will impact all Call Report filers in 2022 and beyond. This session will highlight Call Report changes effective in 2022 and other potential changes on the horizon, including the FDIC’s progress on moving away from quarterly reports to a more real-time reporting model. In addition, this timely webinar will cover recent Call Report changes and items that are commonly misreported, including regulatory capital.

Attendance certificate provided to self-report CE credits.

WHO SHOULD ATTEND?
This informative session is designed for all Call Report preparers and reviewers, including CFOs, controllers, and others responsible for ensuring the accuracy of the quarterly reports.

TAKE-AWAY TOOLKIT
PDF booklet of relevant accounting and regulatory guidance
Employee training log
Interactive quiz

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.

PRESENTERS
Michael Gordon, CPA, Mauldin & Jenkins, LLC and Kris Trainor, CPA, CFE, 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 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.

REGISTRATION OPTIONS
$245 Live Webinar Access
$245 On-Demand Access + Digital Download
$320 Both Live & On-Demand Access + Digital Download