Call Reports 2019 Update - Details

Call Reports 2019 Update

Webinar OR Recorded Webinar + Free Digital Download

Wednesday, January 16, 2019

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

Given the ever-changing accounting and regulatory landscape, it is imperative that Call Report preparers and reviewers stay current with changes to reporting forms and instructions.  The agencies issued multiple proposals in 2018 that will impact filers of Form 031 and Form 041, as well as institutions with less than $1 billion in total assets that complete Form 051.  These proposals include changes to the reporting of HVCRE loans, reciprocal deposits, and other regulatory capital items, as well as changes to the upcoming CECL and lease standards.  This session will highlight Call Report changes effective March 31, 2019, and other changes on the horizon.

HIGHLIGHTS

• Changes to the regulatory capital treatment of high volatility commercial real estate (HVCRE) loans
• Impact of the Economic Growth, Regulatory Relief, and Consumer Protection Act on Call Reports, including recent changes to the treatment of reciprocal deposits
• Proposed changes relating to the introduction of the CECL model
• Impact of other significant accounting changes on the Call Report
• Proposed simplifications to the capital rule and the potential effect on reporting regulatory capital on Schedule RC-R
• Proposed changes to Form 031, Form 041, and Form 051 for 2019

• TAKE-AWAY TOOLKIT
  • PDF booklet of relevant accounting and regulatory guidance
  • Employee training log
  • Quiz to measure staff learning and a separate answer key

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Including Balance Sheet, Income Statement & Related Schedules

on Thursday, May 2, 2019

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Call Report Series: Preparing Call Report Lending & Allowance-Related Schedules

on Thursday, June 13, 2019

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, and others responsible for ensuring the accuracy of quarterly Call Reports.

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