The registration period is from Oct 24, 2018 12:00 to Jun 11, 2019 03:30
Call Report Series: Improving Efficiency In Call Report Preparation: Documentation, Accuracy & Common Errors - Details
Registration for this event is open from: Oct 24, 2018 12:00 to Jun 11, 2019 03:30

Where: Webinar, Recorded, Both Live/Recorded

Date: Dec 11, 2018

Instructor: Michael Gordon & Kris Trainor, Mauldin & Jenkins,
 
Add to calendar /education-events/event/912/Call-Report-Series--Improving-Efficiency-in-Call-Report-Preparation--Documentation--Accuracy-&-Common-Errors?Itemid114= 2018-12-11 14:00:00 2018-12-11 15:30:00 0 Call Report Series: Improving Efficiency in Call Report Preparation: Documentation, Accuracy & Commo Call Report Series: Improving Efficiency in Call Report Preparation: Documentation, Accuracy & Common Errors ... - US - YYYY/MM/DD

Event description:

Call Report Series:
Improving Efficiency in Call Report Preparation:
Documentation, Accuracy & Common Errors

 Webinar OR Recorded Webinar + Free Digital Download

 Tuesday, December 11, 2018

 12:00 pm – 1:30 pm Pacific

1:00 pm – 2:30 pm Mountain

2:00 pm – 3:30 pm Central

3:00 pm – 4:30 pm Eastern

With heightened examiner focus on Call Reports and bank resources strained to the limit, your Call Report preparers and reviewers must focus on efficient, accurate, and proper documentation.  This session will provide ideas for creating strong, easy-to-follow supporting documentation, improving the speed and accuracy of your process, finding common errors, ensuring consistency between schedules, and properly documenting the preparation and review function. 

HIGHLIGHTS

  • Best practices for documenting Call Report preparation and review
  • Improving the Call Report process to ensure consistency and accuracy
  • Reviewing and auditing for errors
  • Key Call Reporting areas and documentation steps
  • Commonly misreported items and answers to preparers’ frequently asked questions
  • TAKE-AWAY TOOLKIT
    • PDF booklet of accounting and regulatory guidance
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

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 Call Report accuracy.

Please note:  The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.

ABOUT THE PRESENTERS – Michael Gordon & Kris Trainor, Mauldin & Jenkins, LLC

Michael Gordon is a CPA and director 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 audits.  He has continued his education by attending various audit and tax classes and is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.  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 

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.

1.  LIVE WEBINAR

The live webinar option allows you to have one internet connection from a single computer terminalYou may have as many people as you like listen and watch from your office computer.  Registrants receive a website address and passcode that allows entrance to the seminar.  The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, passcode, and handouts will be emailed prior to the broadcast.  You will need the most-current version of Adobe Reader available free at www.adobe.com.

2. RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Can’t attend the live webinar?  This option provides a recording of the live event, including audio, visuals, and handouts.  We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar.  You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

The recorded webinar may ONLY be ordered for 6 months following the live webinar.  In addition, the download must be completed within 6 months of the live webinar date.

3. BOTH LIVE WEBINAR & RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Options 1 and 2 described above.

 AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

Endorsed Members

Poster8.5x11

Annual Convention

Save the date for the 56th Annual ICBND Convention and Exposition August 13-14, 2024 at the Bismarck Hotel & Conference Center in Bismarck!  Please watch for more information to come.

 

Click Here 
ed-telephone-webinar

Webinar Sessions

Train all of your employees—right from your office—with our convenient, affordable webinars. Our online training sessions give you all the benefits of advanced education, and are even available on-demand if you miss the scheduled training.
Click Here

ed-ag-lending

School of Ag Lending

We provide agricultural lenders with education in agricultural credit, finance, farm management, and marketing. Our core curriculum is developed and taught by North Dakota Community Ag Lenders, North Dakota State University, and Bismarck State College agribusiness faculty.

Click Here
ed-frontline-professional

Certified Frontline Professional

Our Certified Frontline Professional program gives your customer-facing employees the long-term training they need to excel and grow your business.

Click Here
ed-compliance

Community Bankers for Compliance

Bank regulations are ever-changing. Get the up-to-date information you need to guide and structure your in-bank compliance program. Our system gives you 24/7 access to some of the best compliance experts in the industry.

Click Here
ed-ermerging-leaders

Emerging Leaders Development

We’re giving today’s brightest young independent bankers the skills, educational resources, and networking opportunities they need to be tomorrow’s leaders.

Click Here
ed-other-live-sessions

Other Live Sessions

Enroll in one of our educational sessions to keep your bank up-to-date on financial trends, regulatory changes, and required annual training. We add new live sessions on a regular basis.

Click Here

 Poster8.5x11

Annual Convention

Save the Date for the 56th annual convention on August 13-14, 2024 at the Bismarck Hotel & Conference Center in Bismarck!

Click Here

ed-telephone-webinar

Webinar Sessions

Train all of your employees—right from your office—with our convenient, affordable webinars. Our online and telephone training sessions give you all the benefits of advanced education, and are even available on-demand if you miss the scheduled training.

Click Here
ed-ag-lending

School of Ag Lending

We provide agricultural lenders with education in agricultural credit, finance, farm management, and marketing. Our core curriculum is developed and taught by North Dakota Community Ag Lenders, North Dakota State University, and Bismarck State College agribusiness faculty.

Click Here
ed-frontline-professional

Certified Frontline Professional

Our Certified Frontline Professional program gives your customer-facing employees the long-term training they need to excel and grow your business.

Click Here
ed-compliance

Community Bankers for Compliance

Bank regulations are ever-changing. Get the up-to-date information you need to guide and structure your in-bank compliance program. Our system gives you 24/7 access to some of the best compliance experts in the industry.

Click Here
ed-ermerging-leaders

Emerging Leaders Development

We’re giving today’s brightest young independent bankers the skills, educational resources, and networking opportunities they need to be tomorrow’s leaders.

Click Here
ed-other-live-sessions

Other Live Sessions

Enroll in one of our educational sessions to keep your bank up-to-date on financial trends, regulatory changes, and required annual training. We add new live sessions on a regular basis.

Click Here