Thursday
Aug 19
2021

Improving Call Report Efficiency: Documentation, Accuracy & Common Errors

Registration Options & Pricing

Please select your membership status.


Live Webinar Access Includes:

  • Unlimited Connections to Virtually Attend the Live Webinar
  • Handout & Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Presenter’s Contact Info for Follow-Up

On-Demand Access Includes:

  • Unlimited Access to Webinar Recording
  • Can be viewed anytime 24/7, beginning 2 business days after the webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your bank
  • Presenter’s contact info for follow-up
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This is a 90-minute webinar.

12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

Could your Call Report process benefit from a fresh dose of efficiency? This timely webinar will include best practices, improvement ideas, documentation tips, and commonly misreported items.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Understand best practices for documenting Call Report preparation and review
  • Implement ideas for improving your Call Report process to ensure consistency and accuracy
  • Define key Call Report areas and steps for documenting them
  • Review and audit the Call Report for errors
  • Identify commonly misreported items and be able to answer frequently asked preparer questions
  • Understand the latest revisions to the Call Report schedules and instructions

WEBINAR DETAILS

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 quarterly Call Reports. Session highlights will include ideas for creating strong and easy-to-follow supporting documentation, improving the speed and accuracy of your process, reviewing for common errors, ensuring consistency between Call Report schedules, and properly documenting the preparation and review function. In addition, this webinar will cover the latest changes to the Call Report schedules and instructions, including those effective for the September 30, 2021, report date related to brokered deposits and sweep accounts.

Attendance certificate provided to self-report CE credits.

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.

TAKE-AWAY TOOLKIT

  • PDF booklet of relevant accounting and regulatory guidance
  • Employee training log
  • Interactive quiz

DON'T MISS THESE RELATED WEBINARS!

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"Call Report Update 2021"
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NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

MEET THE PRESENTERS

Mauldin & Jenkins, LLC

 

Mauldin & Jenkins, LLC

We provide bank webinars on compliance, lending, regulations, security, operations, new accounts, collections, fraud, security & other topics. For more information on bank education and online training opportunities, join our mailing list.