Call Report Series: Improving the Call Reporting Process: Documentation, Efficiency, Accuracy & Common Errors

Date: 
Dec 11, 2018
Program Overview: 

PDF Brochure    Tuesday, December 11, 2018       3:00 - 4:30 pm

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 their quarterly Call Reports.  Session highlights will include ideas for creating strong and easy-to-follow supporting documentation, improving the speed and accuracy of your Call Report process, reviewing for common errors, ensuring consistency between Call Report schedules, and properly documenting the preparation and review function.  

Topics: 
  • Best practices for documenting Call Report preparation and review
  • Ideas for improving your Call Report process and ensuring consistency and accuracy
  • Reviewing and auditing the Call Report for errors
  • Key Call Reporting areas and steps for documenting those areas
  • Commonly misreported items and answers to frequently asked preparer questions 

Take-Away Toolkit

  • PDF booklet of relevant accounting and regulatory guidance
  • Employee training log
  • Quiz you can administer to measure staff learning and a separate answer key

 

Speaker: 

Michael Gordon is a CPA and director in the Atlanta office of Mauldin & Jenkins, LLC.  He received his Bachelor’s in European History & 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.  Kris has continued his education by attending a variety of audit and tax classes and is also 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.

 

Agenda: 

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.

 

 


 

 

 

 

 

 

 

 

 

 

Fees: 

MEMBER

Live Webinar
    $255.00 Single Location
    $150.00 Each Additional Location

Recorded Webinar & Free Digital Download
    $255.00

Premiere Package (Live & Recorded Webinar with Free Digital Download)
    $375.00

NON-MEMBER

Live Webinar
    $510.00
    $300.00 Each Additional Location

Recorded Webinar & Free Digital Download 
    $510.00

Premiere Package (Live & Recorded Webinar with Free Digital Download)
    $750.00

Association Contact: 

If you have any questions or need additional information, please contact Marcy Borden at 317-387-9380 or mborden@indianabankers.org

Cancellation Policy: 

Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. If your bank is unable to participate after registering, you can select to purchase the on-demand presentation.

Webinar Options: 

1.  Live Webinar
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. Registrants receive a toll-free number & pass code that will allow entrance to the seminar. Seminar materials, including instructions, pin number, and handouts will be emailed to you 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?  The recorded webinar & Free Digital web link is a recording of the live event, including audio, visuals, & handouts. We even provide the presenter’s email address so you may ask follow-up questions.  Approximately one week prior to the webinar, you will receive an email with the web link.  This web link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.  

LIMITED AVAILABILITY:  The Recorded Webinar & Free Digital Download web link may ONLY be ordered for 6 months following the webinar.

3.  Both Live Webinar & Recorded Webinar & Free Digital Download
Includes options 1 and 2 above

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