Call Report Preparation - 2 Day Live Streaming

April 3-4, 2024 
10:00 am – 5:00 pm Eastern

This immersive 2-day live streaming webinar is designed to offer valuable insights into the latest developments in the Call Report. Throughout the event, we will delve into new, proposed, and revised changes, with a focus on specific Call Report line items that are directly affected.

Attendees can expect comprehensive discussions on accounting guidance and regulatory changes. This program is tailored to equip you with the knowledge and expertise needed to navigate the evolving reporting landscape effectively. Staying well-informed is key to ensuring that your financial institution is fully compliant and prepared for the dynamic world of financial reporting.

This training program offers a versatile learning experience. It caters to both new preparers, providing fundamental training, and experienced preparers, offering in-depth coverage of advanced topics. The content structure ensures that everyone benefits.

Participants will receive handout materials to assist them in following the training agenda. While the primary focus will be on the FFIEC 041 and 051 forms, it's important to note that if your bank files the FFIEC 031 report, the information presented will still be advantageous.

To make the most of this training, it is recommended that participants come prepared. Bringing a copy of their recent Call Report or printing out a blank copy of the applicable FFIEC form for their bank can enhance the learning experience and facilitate a better understanding of the topics covered.

What You Will Learn:

This training will cover general preparation instructions, background on regulatory matters that impact the Call Report, changes in reporting status, regulatory rules, and general information about reporting requirements under U.S. GAAP.

A discussion of regulatory changes impacting the current Call Report will be covered in detail. As new regulatory matters arise, they will be added to the agenda in order to provide participants with the most current training applicable.

Who Should Attend?   

Call Report preparation is a multifaceted task that demands a deep understanding of bank accounting, regulatory requirements, and various banking operations. Regulatory authorities highly recommend annual training to stay abreast of evolving standards. It's advisable for banks to designate individuals who are trained as both preparers and reviewers for this critical task.

This program offers value to anyone involved in preparing, reviewing, or signing a Call Report, whether they're newcomers or seasoned professionals. The updates and discussions on accounting and financial reporting issues ensure that all participants can enhance their knowledge and skills.

To maximize the benefit of the program, it's essential to communicate specific areas of concern in advance. This allows the seminar organizers to address these topics adequately and cater to the needs of the participants.

Instructor

Andrea Lambert

Andrea Lambert is currently lending her skills as a trainer and consultant as a member of the 3PR staff. Andrea has over 20 years of banking experience with a broad range of financial and operational skills. She began her banking career as a part-time teller and bookkeeper as she completed her B.S. in Finance from Illinois State University. In 2005, she started a seven-year career with the Office of the Comptroller of the Currency as an associate national bank examiner, becoming familiar with rules and regulations, best practices, and success strategies as they relate to the call report process and the banking industry as a whole. In 2012, Andrea filled the cashier position at a local community bank. During the ten years she worked there, she was responsible for ensuring the accuracy of various operational components of the bank, with a focus on call report preparation.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by OnCourse Learning (Total Training Solutions)

If you are having issues with registering online, please contact CBAO's Education, Training & Special Event Coordinator, Malia Widder, (614) 610-1877.