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With greater regulatory emphasis on Call Report accuracy, it is imperative that Call Report preparers and reviewers stay current on the changes to the reporting form and instructions. The agencies have proposed the creation of a new Form 051 for filers with total assets of less than $1 billion. In addition, other proposed and finalized changes are set to take effect for the March 31, 2017, reporting period. This session will highlight those changes and other hot Call Report topics.
HIGHLIGHTS
Proposed Form 051, which is to be filed by banks with less than $1 billion in total assets that have previously filed Form 041
Review of finalized changes taking effect for the March 31, 2017, Call Report for all filers, including the time deposit items affected in Schedules RC-E, RI, and RC-K
Proposed changes to Form 031 and Form 041 for March 31, 2017
Other potential changes to the Call Report on the horizon
Commonly misreported items and other items receiving greater focus
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
DON’T MISS THIS RELATED WEBINAR!
Auditing Call Reports: Compliance, Regulator Expectations & Best Practices on Wednesday, May 31, 2017
Attendance verification for CE credits provided upon request.
WHO SHOULD ATTEND? Call Report preparers and reviewers, including CFOs, controllers, and others responsible for ensuring the accuracy of quarterly Call Report submissions.
ABOUT THE PRESENTERS – Michael Gordon & Kris Trainor, Mauldin & Jenkins, LLC
Michael Gordon is a CPA and director in the Atlanta office. 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 at Mauldin & Jenkins’s Atlanta office. 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.
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