Cancelled - October 20, 2023 - Live Streaming Zoom Video
Please Click Here for virtual programs offered through our webinar partner
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Speakers Provided by Mauldin & Jenkins, LLC

What Call Report changes are in store for 2023 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?  
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Get the answers to these questions and many more at the FBA’s 2023 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.

Registration Prior to 10/9/23
FBA Member: $395.00/person
Non-Member: $890.00/person

Registration After 10/9/23
FBA Member: $445.00/per person
Non-Member: $890.00/per person

Topics & Event Schedule

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 - 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 Break

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. - 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 

​Event Contact: Olga Williams
Phone: 850-701-3501
Email: [email protected]​