Call Report Seminar
Date: March 27, 2018
Time: 8:30 am - 4 pm
Location: Paragon Bank
3535 Glenwood Avenue - Raleigh
Registration: $250 (Early Bird - 3/13) / $300 (Regular - after 3/13)
Michael Gordon, CPA, is a director with Mauldin & Jenkins, LLC. Since joining Mauldin & Jenkins in 2005, Michael has focused his career on audits for financial institutions and employee benefit plans. He also has experience in HUD audits as well as audits of governmental entities. Michael is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.
Kris Trainor, CPA, is a partner with Mauldin & Jenkins, LLC. Since joining Mauldin & Jenkins in 1995, Kris has focused his career on audits for financial institutions. He has continued his professional education by attending a variety of audit and tax training classes. Kris is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. He is a Certified Public Accountant in the state of Georgia and is licensed to practice in California. He also previously served on the AICPA’s Examination Content Subcommittee for the Audit section of the CPA exam.
Who should attend: CFOs, COOs, and anyone who is responsible for the preparation of Call Reports should register for this seminar.
This seminar 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 a 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 a team of Mauldin & Jenkins professionals and will offer practical techniques to improve your overall reporting process. Topics to be covered include:
- Proposed Changes for the March 31, 2018 and June 30, 2018 Call Reports
- Review of Commonly Misreported Items in Loan Schedule RC-C and Other Key Schedules
- Discussion of Regulatory Capital Schedule RC-R including Proposed Simplifications to the Capital Rule
Don't miss this informative session!
The NCBA has secured a discounted rate of $142/night for our attendees at the North Raleigh Hilton. To secure this discounted rate, please call the hotel directly at 919.872.2323 and request the NC Bankers Association rate. This rate includes Lofton's breakfast and complimentary transportation to and from the North Hills Mall. The hotel is located four miles away from Paragon Bank.
Please note that attendees are responsible for securing their hotel reservations.