Call Report Series: Call Reporting Basics

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

Thursday, April 14, 2022

12:00 PM Pacific       1:00 PM Mountain

2:00 PM Central                 3:00 PM Eastern

Sometimes back to basics is the way to go.  This program will explain why Call Reports are required, how they are used, and how to avoid misreporting – plus the implications of recent line-item revisions.  Help ensure accuracy and understanding with this well-timed webinar.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Understand why Call Reports are required and how examiners use them
• Properly report assets and liabilities in Schedule RC
• Ensure the accurate classification of income and expenses in Schedule RI
• Evaluate the impact of recent Call Report line-item revisions and instructional changes for key Call Report schedules
• Recognize commonly misreported items in Schedules RC and RI and supporting schedules

WEBINAR DETAILS

This webinar will cover the basic principles of call reporting, including why the Call Report is required and how it is used by examiners, auditors, and bankers.  With Call Reports, everything begins with the balance sheet, Schedule RC, and income statement, Schedule RI.  This session will focus on Schedules RC and RI to help Call Report preparers and reviewers accurately report bank assets, liabilities, and income.  This webinar will highlight the most common mistakes in classifying assets and liabilities on Schedules RC and RI and their supporting schedules.

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 their institution’s quarterly Call Reports. 

TAKE-AWAY TOOLKIT

• PDF booklet with relevant regulatory guidance and Call Report schedules with helpful notes and supplementary information
• PDF of slides and speaker’s contact info for follow-up questions
• Attendance certificate provided to self-report CE credits
• Employee training log
• Interactive quiz 

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only.

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 plan audits.  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.

Register and find registration options HERE

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.

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE