Agenda

April 23, 2026
11:00 am - 12:30 pm EST

With over 90 pages of schedules and constantly evolving instructions, the Call Report can be overwhelming for new preparers and reviewers. This session breaks down the Call Report fundamentals, helping you understand filing requirements, key schedules, and critical reporting processes. Gain practical guidance on lending schedules, regulatory capital, and proper documentation of preparation and review procedures. Attendees receive a comprehensive PDF booklet with the latest accounting and regulatory guidance to simplify reporting and improve accuracy. Build a strong foundation for confident, error-free Call Report filing.

Topics

KEY WEBINAR TAKEAWAYS:

• How examiners and others utilize Call Report information
• Effective Call Report documentation
• Common errors in key schedules such as balance sheet Schedule RC, income statement Schedule RI, and loan Schedule RC-C
• Key concepts in the reporting of regulatory capital
• The Call Report review process

This webinar is part of the 2026 Call Report Series

Speaker(s)

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. Additionally, Michael’s experience includes assisting clients with HUD compliance, loss-share accounting and compliance, and regulatory reporting. His experience at Mauldin & Jenkins, LLC also includes audits of clients within the governmental sector and the healthcare industry.

Michael is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Michael is active within a variety of banking organizations in the Southeast and conducts annual Call Reporting seminars for many of these organizations.

Fees

Live Webinar - $279

• Unlimited connections for your institution
• Available on desktop, mobile & tablet
• Take-away toolkit
• Presenter’s contact info for questions

On-Demand Webinar - $279

• Unlimited & shareable access starting two business days after live stream
• Available on desktop, mobile & tablet devices 24/7
• Take-away toolkit
• Ability to download webinar video
• Presenter's contact info for questions

Live + On-Demand - $379

Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.

**100% surcharge applied to non-members.

Association Contact