CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
Program
Content:
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.
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 twenty-seven years of experience in bank accounting and control. She
received a BA in Accounting from the University of Houston in 1982. From
1982 through 1997 she worked with Judith Alexander Jenkins, as Alexander
& Associates and subsequently Alexander & Leavelle, providing
planning, financial reporting, regulatory reporting, and operational and
compliance auditing services to over ninety independent banks. In 1998, she
organized Thomas Consulting. At Thomas Consulting she now prepares bank
plans, monthly financial reports, performs regulatory compliance audits and
training and internal control audits for several banks. Additionally, she
prepares and reviews Call Reports for various banks. Ms. Thomas has taught
numerous call report seminars for state banking associations. She has
presented the Call Report Seminar to and has responded to questions from
thousands of bankers in over 16 states. Her experience in working with a
broad range of independent financial institutions is of unique value in
understanding Call Report questions and in communicating with bankers in
their 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 $325 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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