Accounting Nightmares: TDRs, Foreclosed Assets, Investments

Accounting Nightmares:  TDRs, Foreclosed Assets, Investments

Accounting Nightmares:  TDRs, Foreclosed Assets, Investments & More
Thursday, January 16,2020
3:00 pm – 4:30 pm Eastern


Most financial institution accounting is fairly straightforward.  However, certain specific areas are less common and more error prone.  This webinar will focus on areas such as TDRs, foreclosed assets, alternate investments (outside of normal agency securities), life insurance policies, and business acquisitions.  Join us to gain the knowledge and resources to properly account for these on financial statements and Call Reports.  


  • Understand what qualifies as a TDR
  • Determine how to classify and account for foreclosed assets
  • Distinguish what alternate investments are and how they are accounted for
  • Obtain an understanding of the varied life insurance policies offered
  • Know more about accounting for business acquisitions

Take-Away Toolkit:

    • Employee training log
    • Interactive quiz

Who Should Attend?

This informative session is designed for accounting professionals, including CFOs, controllers, and accounting managers.  Others in management may also benefit from the rules, including CEOs, CLOs, COOs, collection staff, audit committee members, etc.


Bryan W. Mogensen, CPA, CliftonLarsonAllen LLP

Bryan Mogensen is an assurance principal at CliftonLarsonAllen LLP in Phoenix.  With CliftonLarsonAllen since 1995, Bryan has gained extensive experience in the past 20 years performing audits, internal audits, and consulting services for financial institutions, employee benefit plans, and nonprofit organizations.  As engagement principal, he is responsible for ensuring the work is performed as expected, reviewing key areas and reports, planning, and supervising audit staff. 

Bryan frequently shares his knowledge through national speaking engagements.  He is a licensed CPA and a member of the AICPA and ASCPA.  Bryan received a Bachelor’s in business administration with emphasis in accountancy from the University of Wisconsin-Milwaukee.


Attendance verification for CE credits provided upon request.

Webinar Sponsored by Financial Education & Development

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

Registration Options

Live Webinar – The live webinar option allows you to have one internet connection from a single computer terminal. You may have as many people as you like listen and watch from your office computer. Registrants receive a website address and passcode that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, passcode, and handouts will be emailed to you prior to the broadcast. You will need the most-current version of Adobe Reader available free at 

Recorded Webinar + Free Digital Download – Can’t attend the live webinar? This option provides a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar. You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

Additional Live Webinar Connections – Registering another banker from a different location

Both Live Webinar & Recorded webinar + Free Digital Download – Includes Live Webinar and Recorded Webinar options above. 


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