Call Report Preparation
This one-day seminar focuses on equipping community banks with the fundamental knowledge necessary for completing an accurate and efficient Call Report. The presentation will guide call report prepares through the practical application of the complicated instructions and provide clarity to common reporting challenges.
Participants will:
- Gain a deeper understanding of how the balance sheet schedules support and affect risk-weighted assets and regulatory capital calculations.
- Get Insights into current and upcoming revisions, accounting changes,
- Learn how to get the most out of technology tools available,
- Develop strategies for sharing preparation responsibilities training a knowledgeable backup,
- Identify reporting challenges arising from changing regulatory rules.
PRESENTER
Danielle Heidemann-Damon (CIA) is Manager, in the Financial Services/Strategic Advisory practice at Wipfli LLP. As a Certified Internal Auditor, with extensive experience working in the financial service industry, Danielle specializes in general financial institution consulting, risk-based process reviews and improvements, and accounting assistance. She provides Call Report preparation assistance and reviews, and other consulting services to assist community banks with improving internal controls, efficiency, and profitability.
Registration Options
|
Registration Options
|
Credits | Price |
|---|---|---|
|
Member Regular Registration
Registration Ends 2/12/25 at 11:59 PM PST
|
6.00 (CPE) | $695.00 See QTY Discounts |
|
Non-Member Regular Registration
Registration Ends 2/12/25 at 11:59 PM PST
|
6.00 (CPE) | $895.00 See QTY Discounts |
Agenda
| March 6 | |
| 8:00 AM - 9:00 AM | Breakfast |
| 9:00 AM - 11:45 AM | Session |
| 12:00 PM - 1:00 PM | Lunch |
| 1:00 PM - 4:00 PM | Session |
Participants will earn 6 CPE Credits
Program Level: Intermediate
Prerequisites: Knowledge of bank accounting, regulations and operations and familiarity with your bank’s call reporting process, policies and procedures.
Advanced Preparation: Please bring a copy of your general ledger and your latest call report. Bankers find it useful to review classifications during the class as the line items are discussed.
Delivery Method: Group-Live
Field of Study: Finance (3 CPE Credits), Specialized Knowledge (3 CPE Credits)
Cancellation and Complaint Resolution Policy
Substitutions are allowed, at no additional cost. Written notice is required for all cancellations. The full registration fee will be refunded if the written request is received up to 4 weeks before the event and 50 percent if received 2 weeks before the event. No refunds will be granted within two weeks of the event. For more information regarding refund, complaint, and/or program cancellation policies contact our offices at 800-627-6613.
California Community Banking Network is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
