Topics

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Understand how examiners and others use Call Report information
• Maintain effective Call Report documentation
• Recognize common errors in key schedules, such as:
  • Balance sheet Schedule RC
  • Income statement Schedule RI
  • Loan-related schedules, including Schedule RC-C
• Define key concepts in reporting regulatory capital, including:
  • The three types of regulatory capital
  • Community Bank Leverage Ratio
  • Risk-weighting of assets, including loans
• Perform and document the Call Report review process

TAKE-AWAY TOOLKIT:

• PDF booklet of relevant accounting and regulatory guidance
• Employee training log
• Interactive quiz
• PDF of slides and speaker’s contact info for follow-up questions
• Attendance certificate provided to self-report CE credits

Speaker(s)

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: $279
On-Demand: $279
Live + On-Demand: $379

Association Contact

Brooke McCormack
Education Meeting Coordinator
bmccormack@indiana.bank
317-387-9380