Call Report Bootcamp 2021

Recorded: September 2, 2021, September 9, 2021, September 16, 2021    

This series provides three sessions of thorough training and education on Call Reporting, covering all significant schedules within the Call Report.

Call Report experts from Mauldin & Jenkins, LLC will cover everything from the basics of Call Reporting and common mistakes to proper reporting of TDR loans and recent changes to regulatory capital reporting. This is an essential training for employees new to Call Report preparation and an excellent refresher course and update for seasoned preparers.

Attendees will also receive a 120-page Call Report Manual compiled by Mauldin & Jenkins, providing a takeaway reference guide and many tips and tricks on how to complete the Call Report.

Session 1: Call Reporting Basics Including Schedules RC and RI
Thursday, Sept 2th • 1:00pm - 3:00pm CST

Why the Call Report is required and how it is used
Tips for Call Report preparation and review
Coverage of the primary balance sheet and income statement schedules RC and RI
Coverage of schedules RC-A, RC-B, RC-D, RC-E, RC-F & RC-G

Session 2: Schedule RC-C and Related Loan and ALL Schedules
Thursday, Sept 9th • 1:00pm - 3:00pm CST

Detailed look at how loans are categorized in Schedule RC-C
Reporting of TDRs and other RC-C memoranda items
Reporting of past dues and non-accruals in Schedule RC-N
Coverage of related schedules RC-L, RI-B & RI-C

Session 3: Schedule RC-R and Other Key Schedules
Thursday, Sept 16st • 1:00pm-3:00pm CST

Regulatory capital reporting in Schedule RC-R
Recent changes to regulatory capital reporting
Common mistakes in Schedule RC-R
Coverage of schedules RC-K, RC-M, RC-O, RC-P, RC-Q & RI-A

• Your registration includes:
• A copy of the presentation materials
• Unlimited video replay

Refund Policy:

If you will have any issues with attending the simulcast, we offer a No Questions Asked Refund Policy any time before the start of a live simulcast.

CBANC Complaint Policy:

The goal of CBANC Education is to provide quality educational content and excellent service to our users.  If you have any questions or concerns regarding the quality of our content or service, please contact us at support@cbancnetwork.com.