Call Report Update 2021

(90-minute webinar – recording also available)

Thursday, January 21, 2021

12:00 PM Pacific          1:00 PM Mountain

2:00 PM Central           3:00 PM Eastern

Bailiwick or nemesis?  Crafting or slogging?  However you view Call Reports and their preparation, this timely, fact-filled webinar will provide the latest Call Report changes effective March 31, 2021. 

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Evaluate proposed changes to the HELOC definition in the Call Report instructions
• Assess the Call Report implications of recent changes to the “savings deposit” definition under Regulation D
• Determine the impact of recent changes to regulatory capital, including the Community Bank Leverage Ratio, and other potential changes on the horizon
• Explain the proposed revisions to the international remittance transfer items reported in Schedule RC-M
• Consider the impact of changing Call Report accounting standards, including reporting changes for the ALLL and operating lease liabilities
• Understand the FDIC’s proposed transition away from quarterly Call Reports to a more-timely, technologically focused reporting framework

WEBINAR DETAILS

Given the ever-changing accounting and regulatory landscape, it is imperative that Call Report preparers and reviewers stay abreast of changes to reporting forms and instructions.  The Agencies have issued multiple proposed and finalized changes that will impact all Call Report filers in 2021 and beyond.  Changes include a new reporting item regarding home equity lines of credit (HELOCs); a revised definition of savings deposit; regulatory capital changes; revisions to reporting internal remittance transfers; and changes to the CECL and lease accounting standards.  This session will highlight Call Report changes effective March 31, 2021, and other potential changes on the horizon, including an FDIC proposal to move away from the current quarterly reporting model for Call Reports.

WHO SHOULD ATTEND?

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

TAKE-AWAY TOOLKIT

• PDF booklet of relevant accounting and regulatory guidance

• Employee training log
• Interactive quiz

DON’T MISS THESE RELATED WEBINARS!

Call Report Basic Lending Schedules:

Coding, Classifications & Loan Loss Allowance

on Wednesday, April 28, 2021

Call Report Preparation: Schedule RC-R, Regulatory Capital

on Tuesday, June 22, 2021

Improving Call Report Efficiency: Documentation, Accuracy & Common Errors

on Thursday, August 19, 2021 

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

• Unlimited connections within your institution 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

• Recording of the Live Webinar
• Available two 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! Full registration descriptions can be found here.

Note: All materials are subject to copyright. Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE