|
||
|
||
| Registration for this event is open from: | Jun 8, 2021 12:00 - Feb 19, 2022 12:00 | |
| Where: | Live Webinar, On-Demand Webinar, Both, North Dakota (). | |
| Date: | Aug 19, 2021 - Aug 19, 2021 | |
| Time: | 02:00 - 03:30 | |
| Event description: | ||
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:
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
DON’T MISS THESE RELATED WEBINARS! Call Report Update 2021 on Thursday, January 21, 2021 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 MEET THE PRESENTERS
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 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
2. On-Demand Webinar Includes
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
|
||
Michael Gordon, CPA, Mauldin & Jenkins, LLC
Kris Trainor, CPA, CFE, Mauldin & Jenkins, LLC