With heightened examiner focus on call reporting and with bank resources strained to the limit, this session will help Call Report preparers and reviewers focus on efficiency, accuracy, and proper documentation when preparing their quarterly Call Reports. Session highlights will include ideas for creating strong and easy-to-follow supporting documentation, improving the speed and accuracy of your Call Report process, reviewing for common errors, ensuring consistency between Call Report schedules, and properly documenting the preparation and review function.
- Best practices for documenting Call Report preparation and review
- Ideas for improving your Call Report process and ensuring consistency and accuracy
- Reviewing and auditing the Call Report for errors
- Key Call Reporting areas and steps for documenting those areas
- Commonly misreported items and answers to frequently asked preparer questions
- PDF booklet of relevant accounting and regulatory guidance
- Employee training log
- Quiz you can administer 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, internal auditors, accounting and operations personnel, and others responsible for ensuring the accuracy of quarterly Call Report submissions.
PLEASE NOTE: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.
ABOUT THE PRESENTERS – Michael Gordon & Kris Trainor, 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 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. Kris has continued his education by attending a variety of audit and tax classes and is also 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.
- Live – $245
- Recorded and Digital Download – $245 plus tax
- Live, Recorded and Digital Download – $320 plus tax