2022 Call Report Seminar
Tuesday, October 4, 2022
Courtyard by Marriott Columbia – Downtown at USC
630 Assembly Street | Columbia, SC 29201
What changes have been made to the Call Report in 2022, and what’s in store for 2023 and beyond? What impact will accounting changes related to leases and the allowance for loan losses have on the Call Report? Which schedules continue to receive heightened regulatory focus, and what are some of best practices that Call Report preparers and reviewers should be following in these areas? Get the answer to these questions and many more at the SCBA’s 2022 Call Report Seminar. This seminar is designed to explain the why’s, how’s and where’s of Call Report preparation.
This seminar will be presented by Mauldin & Jenkins, LLC professionals and will offer practical techniques to improve your overall reporting process.
SEMINAR TOPICS INCLUDE:
Why banks prepare Call Reports • Review of Call Report changes for 2022 and proposed changes for 2023 • Report of Condition (RC) and supporting schedules • Report of Income (RI) and supporting schedules • Emphasis on Schedules RC-C and RC-R • Tips for improving both speed and accuracy in the Call Report process • Common mistakes and issues in call reporting
ABOUT OUR SPEAKERS
Mauldin & Jenkins, LLC is an accounting firm that has been serving financial institutions in the Southeast for over 100 years.
MICHAEL GORDON, CPA, is a partner with Mauldin & Jenkins, LLC. Michael earned a bachelor’s degree in European history and economics in 2003 from Vanderbilt University and received an MBA with a concentration in accounting in 2005 from the Scheller College of Business of the Georgia Institute of Technology. Michael works out of the Atlanta office of Mauldin & Jenkins, LLC. Since joining Mauldin & Jenkins, LLC in 2005, he has focused his career on audits for financial institutions. Michael also has experience in employee benefit plan 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.
NICOLE CUNNINGHAM, CPA, is a Partner with Mauldin & Jenkins, LLC. Nicole received her BS degree in Business Administration in 2004 and her Master of Accountancy in 2005, both from Auburn University. Working out of the Birmingham office, Nicole focuses on audits for financial institutions. She also has experience in internal control audits, non-profit organization audits, HUD audits, and examinations of controls at service center organizations (SSAE 18 audits). Nicole is a member of the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants.
Who Should Attend?
Operations officers, CEOs, CFOs, internal auditors, and anyone who is responsible for the preparation, verification or certification of the call reports.
6.6 CPE Credit Hours Available
REGISTRATION DEADLINE
SEPTEMBER 30, 2021
Due to necessary commitments and expenses, there will be no refunds of registration fees after noon on October 1, 2021.
SUBSTITUTIONS CAN BE MADE.
Contact Anne Gillespie with questions. AGillespie@scbankers.org or 803-779-0850.