Call Report Update

Date:

Mar 3, 2020

Location:
IBA Center for Professional Development
8425 Woodfield Crossing Blvd., Suite 155E
Indianapolis, IN 46240

The Call Report is constantly changing, producing confusion and many questions. Extensive changes took place over the course of the past few years and there are more on the horizon. This seminar will provide updates and training for experienced preparers and reviewers and will include complete coverage of new and complex issues impacting the
Call Report preparation. New, proposed, and revised changes will be presented in summary form at the beginning of the seminar followed by a more detailed discussion over the course of the seminar.

Participants will receive a working-copy manual that will be referred to throughout the seminar. Ms. Dopjera will be available to answer future Call Report questions by email. All questions should be routed to questions@3princ.com. Annual training is highly recommended by regulators. Participants may want to bring their Bank’s most recent Call Report for resolution of questions during the session. The FFIEC 041 & 051 forms will be used in the presentation and materials. The seminar will end with a discussion of commonly cited errors made in Call Report preparation. Schedules included in the presentation are the FFIEC 041 & 051 forms.


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