Event Calendar

Thursday, August 19, 2021

Webinar - Improving Call Report Efficiency: Documentation, Accuracy & Common Errors

Start Date: 8/19/2021 1:00 PM MDT
End Date: 8/19/2021 2:30 PM MDT

United States 

With heightened examiner focus on call reporting and with bank resources strained to the limit, this session will help Call Report preparers and reviewers focus on efficiency, accuracy, and proper documentation when preparing quarterly Call Reports.  Session highlights will include ideas for creating strong and easy-to-follow supporting documentation, improving the speed and accuracy of your process, reviewing for common errors, ensuring consistency between Call Report schedules, and properly documenting the preparation and review function.  In addition, this webinar will cover the latest changes to the Call Report schedules and instructions, including those effective for the September 30, 2021, report date related to brokered deposits and sweep accounts.