Improving Call Report Efficiency: Documentation, Accuracy & Common Errors

(90-minute webinar – available live or on-demand)

 Thursday, August 19, 2021

12:00 PM Pacific       1:00 PM Mountain

2:00 PM Central       3:00 PM Eastern

Could your Call Report process benefit from a fresh dose of efficiency?  This timely webinar will include best practices, improvement ideas, documentation tips, and commonly misreported items.  

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Understand best practices for documenting Call Report preparation and review
• Implement ideas for improving your Call Report process to ensure consistency and accuracy
• Define key Call Report areas and steps for documenting them
• Review and audit the Call Report for errors
• Identify commonly misreported items and be able to answer frequently asked preparer questions
• Understand the latest revisions to the Call Report schedules and instructions

WEBINAR DETAILS

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 quarterly Call Reports.  Session highlights will include ideas for creating strong and easy-to-follow supporting documentation, improving the speed and accuracy of your process, reviewing for common errors, ensuring consistency between Call Report schedules, and properly documenting the preparation and review function.  In addition, this webinar will cover the latest changes to the Call Report schedules and instructions, including those effective for the September 30, 2021, report date related to brokered deposits and sweep accounts.

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. 

TAKE-AWAY TOOLKIT

• PDF booklet of relevant accounting and regulatory guidance
• Employee training log
• Interactive quiz 

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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. On-Demand 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