Call Report Series: Call Reporting Basics

Sometimes back to basics is the way to go. This program will explain why Call Reports are required, how they are used, and how to avoid misreporting — plus the implications of recent line-item revisions. Help ensure accuracy and understanding with this well-timed webinar.

• Understand why Call Reports are required and how examiners use them
• Properly report assets and liabilities in Schedule RC
• Ensure the accurate classification of income and expenses in Schedule RI
• Evaluate the impact of recent Call Report line-item revisions and instructional changes for key Call Report schedules
• Recognize commonly misreported items in Schedules RC and RI and supporting schedules

This webinar will cover the basic principles of call reporting, including why the Call Report is required and how it is used by examiners, auditors, and bankers. With Call Reports, everything begins with the balance sheet, Schedule RC, and income statement, Schedule RI. This session will focus on Schedules RC and RI to help Call Report preparers and reviewers accurately report bank assets, liabilities, and income. This webinar will highlight the most common mistakes in classifying assets and liabilities on Schedules RC and RI and their supporting schedules.

This informative session is designed for all Call Report preparers and reviewers, including CFOs, controllers, and others responsible for ensuring the accuracy of their institution’s quarterly Call Reports.

• PDF booklet with relevant regulatory guidance and Call Report schedules with helpful notes and supplementary information
• PDF of slides and speaker’s contact info for follow-up questions
• Attendance certificate provided to self-report CE credits
• 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 agency is prohibited. Print materials may be copied for eligible participants only.

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. Gordon 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, Trainor 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. Trainor is a CPA in Georgia and previously served on the AICPA’s Examination Content Subcommittee for the audit section of the CPA exam.

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



Apr 14 2022


2:00 pm - 3:30 pm



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