Start Date: 11/4/2020 1:00 PM MST
End Date: 11/4/2020 2:30 PM MST
With almost 90 pages of schedules to complete and over 700 pages of constantly changing instructions, Call Report preparation can be intimidating. New preparers and reviewers need guidance and resources to understand the basic filing requirements, cut through information overload, and establish a strong Call Report process. This session will highlight how the Call Report is used and how to approach key schedules and items, including the lending and regulatory capital schedules. Preparers and reviewers will also learn tips for properly documenting the preparation and review process. Attendees will receive a PDF booklet with the most current accounting and regulatory guidance and tips for completing the Call Report.
Attendance certificate provided to self-report CE credits.