Call Reports 2019 Update

Date: 
Jan 16, 2019
Program Overview: 

PDF Brochure   Wednesday, January 16, 2019       3:00 - 4:30 pm

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.

 

Topics: 
  • 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

 

Speaker: 

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.

 

Agenda: 

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.

 

 

 

 

 

 

 

 

 

 

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

Additional Information: 

DON’T MISS THESE RELATED WEBINARS! 

Call Report Series: Call Report Basics, Including Balance Sheet, Income Statement & Related Schedules

on Thursday, May 2, 2019 

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

on Thursday, June 13, 2019

 

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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