Middle Georgia State University
Middle Georgia State University, 100 University Pkwy, Macon, GA 31206, US

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Event Date Wed Apr 13 EDT (about 2 months ago)
Location Middle Georgia State University
100 University Pkwy, Macon, GA 31206, US
Region Americas

You will learn practical techniques to improve your overall call reporting process. Participants will receive a detailed line-by-line review of the commonly completed Call Report schedules with helpful tips for reporting individual items. Relationships between schedules and common errors will be discussed as part of this review. The session will also include a review of the proposed and finalized changes for 2021, including temporary changes to asset-size thresholds, new items related to the regulatory agencies’ pandemic response, and updates to the HELOC definition. Particular attention will be placed on Schedules RC-C, RC-R and other areas that continue to receive heightened regulatory scrutiny. Schedules not covered include less common Schedules RC-S, RC-T, and RC-V.


• Proven techniques to improve both speed and accuracy in your bank's call reporting processes
• Hands-on experience in call report preparation
• Common mistakes and problems with call reporting
• Takeaway manual with helpful tips for reporting specific Call Report items and schedules

Who Should Attend:
CFOs, controllers, operations officers and anyone who is responsible for the preparation or review of Call Reports


2022 Speakers

Michael Gordon
CPA, Partner, Mauldin & Jenkins

Kris Trainor
CPA, CFE, Partner, Mauldin & Jenkins