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Bank Call Report Preparation for Beginners (5-Part) Webinar

Bank Call Report Preparation for Beginners (5-Part) Webinar

by Deb Rondeau -
Number of replies: 0

Center for Financial Training
Webinar - Live and Recorded Options Available

Bank Call Report Preparation for Beginners (5-Part Webinar)

Thursday, May 6, 16, 23, 30, and June 6, 2019
11:00 AM - 1:00 PM (Eastern Time)

 

CFT Webinars are purely educational. Instructors are not permitted to sell any products or services during the presentation.

Program Content:

This 5 part webinar series will be held on May 9, 16, 23, 30 and June 6.

Designed for bankers new to call report preparation, this series will cover basic reporting requirements, operational schedules, loan schedules, maturity and repricing, and Basel III risk based capital, plus recent accounting changes affecting the Call Report. FFIEC 041 and 051 forms will be used during the presentation.

Covered Topics:

The webinar series will cover the call report in schedule order. The first webinar will explain general reporting requirements, including consolidation rules, filing deadlines, procedures, and call report resources. In addition, the income statement schedules, RI and RI-A, which can be prepared using the general ledger, will be covered.

The second webinar will continue with the last three income statement schedule, RI-B, RI-C, and RI-E and follow with coverage of the balance sheet schedules, starting with RC, followed by the detail balance sheet schedules RC-A and RC-B. There will also be a detailed discussion of the loan classification requirements for RC-C.

The third webinar will continue with the remaining line items on RC-C, parts I & II, followed by coverage of RC-E, RC-F, RC-G, and RC-K.

The fourth webinar will cover the remaining call report schedules other than risk based capital, RC-L, RC-M, RC-N, RC-O, RC-P, RC-Q, RC-S, & RC-T.

The final webinar will cover risk based capital under the Basel III rules.

Who Should Attend?:

Designed for bankers new to call report preparation. Please forward email to appropriate person(s).

Instructor:

Ann Thomas has over thirty years of experience in bank accounting and control. She received a BA in Accounting from the University of Houston in 1982. She worked with Judith Alexander Jenkins for 15 years, providing planning, financial reporting, regulatory reporting, and operational and compliance auditing services to over ninety independent banks. In 1998, she organized Thomas Consulting. As Thomas Consulting, she has performed regulatory compliance audits and training, internal control audits, and prepares and reviews Call Reports for numerous banks. Ms. Thomas has taught call report seminars for state banking associations since 1999. She has presented the Call Report Seminars to and has responded to questions from thousands of bankers across the country. Her experience in working with a broad range of independent banks is of unique value in understanding Call Report questions and in communicating with bankers in their own language.

What Is A Webinar?:

A webinar combines the clarity of an audio teleconference with the interactivity and visual presentation of the internet. All you need to participate is a telephone and an internet connection. Even if you don't have an internet connection, you can still participate in the audio session. Listening to the program over the telephone and following the written materials is an effective alternative!

Unable To Attend?:

No problem. You can purchase a recording of the webinar for future use. You can choose from either an On-Demand Web Link (Good for 6 months from the webinar date, unlimited use) or a CD-ROM (includes a paper copy of the PowerPoint slides).

Viewing Options (all options include applicable handouts):

All options include applicable handouts. You can choose to pay by credit card or be billed. Additional Live Webinar connections are $375 each.

Option 1: Live Webinar and 7 Days OnDemand Video Playback - $1,145

Option 2: OnDemand Video (six months access) - $1,245

Option 3: Live and 6 Months of OnDemand Video - $1,555

Option 4: CD-ROM Video (Includes OnDemand Video) - $1,485

Option 5: Entire Package (all of the above) - $1,745

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Recommended for 12.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

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Questions?

Please contact Scott Briggs at
800-795-5242 X1180 or scott@cfteducation.org

 

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