Introduction to Call Report Preparation
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 in reporting regulatory capital, including:
- The three types of regulatory capital
- Community Bank Leverage Ratio
- Risk-weighting of assets, including loans
- Perform and document the Call Report review process
With almost 90 pages of schedules to complete and over 800 pages of constantly changing instructions, Call Report preparation can be intimidating — especially for new preparers. 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 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.
- PDF booklet of relevant accounting and regulatory guidance
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
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. 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.
Alison Wester — Mauldin & Jenkins, LLC
Alison Wester is a Partner with Mauldin & Jenkins in the Bradenton, Florida office. She received her BBA in Accounting from the University of Georgia. Since joining Mauldin & Jenkins in 1996, Alison has focused on financial institution audits. Wester has continued her education by attending a variety of audit, tax, and information technology classes. She is a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, and the Georgia Society of Certified Public Accountants. She is a CPA in Florida and Georgia and previously served on the AICPA’s Examination Content Subcommittee for the financial accounting and reporting section of the CPA exam.
- $279 – Live Webinar Access
- $279 – OnDemand Access + Digital Download
- $379 – Both Live & On-Demand Access + Digital Download