Jan 21, 2021
3:00 pm – 4:30 pm EST
(90-minute webinar – recording also available)
Bailiwick or nemesis? Crafting or slogging? However you view Call Reports and their preparation, this timely, fact-filled webinar will provide the latest Call Report changes effective March 31, 2021.
Given the ever-changing accounting and regulatory landscape, it is imperative that Call Report preparers and reviewers stay abreast of changes to reporting forms and instructions. The Agencies have issued multiple proposed and finalized changes that will impact all Call Report filers in 2021 and beyond. Changes include a new reporting item regarding home equity lines of credit (HELOCs); a revised definition of savings deposit; regulatory capital changes; revisions to reporting internal remittance transfers; and changes to the CECL and lease accounting standards. This session will highlight Call Report changes effective March 31, 2021, and other potential changes on the horizon, including an FDIC proposal to move away from the current quarterly reporting model for Call Reports.
WHO SHOULD ATTEND?
This informative session is designed for Call Report preparers and reviewers, including CFOs, controllers, and others responsible for ensuring the accuracy of their bank’s quarterly Call Reports.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
Michael Gordon, CPA, Mauldin & Jenkins, LLC
Michael Gordon is a CPA and partner in the Atlanta office of Mauldin & Jenkins, LLC. 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, CPA, CFE, Mauldin & Jenkins, LLC
Kris Trainor is a partner in the Atlanta office of Mauldin & Jenkins, LLC. He received his BBA in Accounting from Georgia Southern University in 1995. Since joining Mauldin & Jenkins in 1995, Kris has focused on financial institution services, including audit, tax, and consulting. He has continued his education by attending various audit and tax classes and is a member of the American Institute of Certified Public Accountants, the Georgia Society of Certified Public Accountants, and the Association of Certified Fraud Examiners. Kris is a CPA in Georgia and previously served on the AICPA’s Examination Content Subcommittee for the audit section of the CPA exam.
$255.00 Up to three locations
$155.00 Each additional location
Recorded Webinar & Free Digital Download (Available two business days after Live Webinar date)
Premiere Package (Live & Recorded Webinar with Free Digital Download)
If you have any questions or need additional information, please contact Marcy Borden at 317-387-9380 or firstname.lastname@example.org
Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. If your bank is unable to participate after registering, you can select to purchase the on-demand presentation.