2019 Call Report Preparation

September 5, 2019 - Airport Embassy Suites, Miami, Florida
September 6, 2019 - Airport Embassy Suites, Orlando, Florida

Speakers Provided and Meals Co-Sponsored by Mauldin & Jenkins, LLC

This group live event awards up to 6 CPE credits in Accounting.

After the implementation of the new Form 051 in 2017, what Call Report changes are in store for 2019 and beyond? What effect have the most recent changes had on call reporting for financial institutions? What areas of the Call Report are continuing to see heightened regulatory focus?  

Get the answers to these questions and many more at the FBA’s 2019 Call Report Preparation Seminar. This event is designed to explain the why’s, how’s and where’s of Call Report preparation.  

This course is perfect for both the beginner and the experienced Call Report preparer. The instructors pace the class based upon the experience level of the attendees. Participants will receive a detailed line-by-line review in the completion of significant schedules of the Call Report and will be encouraged to share their call reporting experiences. Appropriate items to be reported and relationships between schedules will be discussed as part of this review.  

This one-day seminar will be presented by Mauldin & Jenkins, LLC professionals and will offer practical techniques to improve your overall reporting process.  

Who Should Attend?
Chief financial officers, operations officers and anyone at your bank responsible for the preparation of call or thrift reports are encouraged to attend this helpful event.

If you have any concerns or complaints about this event please contact Pete Brokaw at pbrokaw@floridabankers.com or (850) 701-3515.

Registration Prior to 8/5/19
FBA Member: $355.00/person
Non-Member: $710.00/person

Registration After 8/5/19
FBA Member: $405.00/per person
Non-Member: $810.00/per person

Register for the Event Below

 Click here to download a brochure

Attending in person?

Be sure to download the FBA mobile app which 
allows users to connect with attendees using in-app messaging, know what to wear/pack as well as view presentation materials or agendas when attending (depending on event). 


8:30 – 9:00 a.m. - Registration

9:00 – 10:30 a.m. - Session 1 and Questions & Answers
- Why banks prepare Call Reports
- Review of recent, upcoming and proposed changes

10:30 - 10:45 - Refreshment Break

10:45 – 12:00 p.m. - Session 2 and Questions & Answers
- Report of Condition (RC) and supporting schedules
- Report of Income (RI) and supporting schedules

12:00 – 1:00 p.m. - Lunch

1:00 – 2:30 p.m. - Session 3 and Questions & Answers 
- Emphasis on Schedules RC-C and RC-R
- Improving both speed and accuracy in the Call Report process

2:30 - 2:45 p.m. - Refreshment Break

2:45 – 4:00 p.m. - Session 4 and Questions & Answers
- Hands-on experience in Call Report preparation
- Common mistakes and issues

4:00 p.m. - Adjourn 

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