Call Report Series:

Call Report Update 2022

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

Monday, January 10, 2022

12:00 PM Pacific          1:00 PM Mountain

2:00 PM Central           3:00 PM Eastern

Staying abreast of the evolving accounting and regulatory environment is crucial for Call Report preparers and reviewers.  This well-timed webinar will relay the latest Call Report preparation developments and spotlight frequent, yet avoidable, mistakes.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Assess the impact of proposed Call Report revisions for the 2022 reporting year
• Understand the Call Report changes at the end of 2021 related to items brokered and sweep deposits, international remittance transfers, and deferred taxes
• Determine how accounting standards changes affect the Call Report, including changes to reporting the ALLL and operating lease liabilities
• Evaluate the FDIC’s proposed transition away from quarterly Call Reports to a timelier and technologically focused reporting framework
• Accurately handle commonly misreported Call Report items, including regulatory capital items revised in 2020

WEBINAR DETAILS

Given the ever-changing accounting and regulatory landscape, it is imperative that Call Report preparers and reviewers stay current with changes to the reporting forms and instructions.  The agencies continue to issue proposed and finalized changes that will impact all Call Report filers in 2022 and beyond.  This session will highlight Call Report changes effective in 2022 and other potential changes on the horizon, including the FDIC’s progress on moving away from quarterly reports to a more real-time reporting model.  In addition, this timely webinar will cover recent Call Report changes and items that are commonly misreported, including regulatory capital.

WHO SHOULD ATTEND?

This informative session is designed for all Call Report preparers and reviewers, including CFOs, controllers, and others responsible for ensuring the accuracy of the quarterly reports. 

TAKE-AWAY TOOLKIT

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

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