2018 Call Report Seminar

2018CallReportNotice 2

What has been the impact of the Call Report changes implemented for the June 30, 2018 Call Report and what other changes are on the horizon?  What areas of the Call Report are receiving heightened regulatory focus?  And where are we still seeing errors in recently filed Call Reports?

Get the answer to these questions and many more at the SCBA’s 2018 Call Report 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.

Details

Date
Tuesday, September 11

Location
Marriott Hotel
Main @ Hampton Street
1200 Hampton Street
Columbia, SC

Time
Registration: 8:30 a.m.
Conference: 9:00 a.m. – 3:30 p.m.

Fees
$280/members
$655/non-members

Lunch is included

Deadline to Register
September 4, 2018

Refund Deadline
September 7, at noon

Substitutions allowed

Approved for 6.6 Hours CPE

SPONSORED BY

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This one-day 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 recent, upcoming and proposed changes;
  • Report of Condition (RC) and supporting schedules;
  • Report of Income (RI) and supporting schedules;
  • Emphasis on Schedules RC-C and RC-R;
  • Improving both speed and accuracy in the Call Report process;
  • Hands-on experience in Call Report preparation; and
  • Common mistakes and issues.

Each schedule will be discussed generally and significant line items will be discussed in detail. Some topics such as loans, investments and regulatory capital will be discussed in depth because they make up significant portions of the Call Report.

Schedules RC-S (Securitization), RC-T (Trust) and RC-V (VIEs) are not covered.

About Our Speakers

Mauldin & Jenkins, LLC is an accounting firm that has been serving financial institutions in the Southeast for over 95 years.

Michael Gordon, CPA, is a director 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. He has continued his professional education by attending a variety of audit and tax training classes. 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. Kris received his BBA in Accounting from Georgia Southern University in 1995 and works out of the Atlanta office of Mauldin & Jenkins, LLC. Since joining Mauldin & Jenkins, LLC in 1995, Kris has focused his career on audits for financial institutions. Kris 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.  Kris previously served on the AICPA’s Examination Content Subcommittee for the Audit section of the CPA exam.

Agenda

8:30 a.m. – Registration

9:00 a.m. – Seminar Begins

Noon – Luncheon

1:00 p.m. – Seminar Continues

3:30 p.m. – Adjournment

 

For more information, contact Anne Gillespie by email at agillespie@scbankers.org.