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Course/Product Description
Title:

Call Report for Banks - Recent Changes, Highlights, and Pitfalls

Date / Time: 8/17/2018 - 11:00am - 1:00pm EST
Format: Webinar
Description:

Call Report for Banks - Recent Changes, Highlights, and Pitfalls
In 2017, the Agencies approved a new 051 form for domestic banks with less than $1 billion in assets which reduced the number of pages in the call report and eliminated 40% of the existing line items. Further burden reducing changes were approved for the June, 2018 Call Report for both 051 and 041 filers. The changes include consolidation and/or removal of several more line items and reductions in the frequency of reporting for about a dozen line items.

There are also both proposed and approved changes that impact risk based capital. The agencies have approved maintaining the phase in capital deduction and risk weighting for certain targeted items. In addition, there are proposed changes to risk based capital that impact the definition of HVCRE.

The webinar will cover the latest revisions, including any changes resulting from the banking bill recently signed by President Trump. In addition, updates due to revisions in accounting standards, other areas of concern, and common errors made during call report preparation will be reviewed.

Learn About:
  • 2018 Revisions:
    • Burden reducing updates to the FFIEC 051 & 041 forms (June, 2018)
    • Risk Based Capital approved changes to extend the existing capital requirements for mortgage servicing assets, certain deferred tax assets, investments in the capital instruments of unconsolidated financial institutions, and minority interest
    • Risk Based Capital proposed changes, including updates to HVCRE definition
    • Other revisions due to recently signed banking bill
  • Recent Accounting Updates
  • Common Errors Made in Call Report Preparation
Who Should Attend:

This update will benefit more experienced Call Report preparers, reviewers, and auditors. It will supplement annual comprehensive Call Report training recommended by bank regulators.

The Presenter

Ann Thomas has thirty years of experience in bank accounting and control. She received a BA in Accounting from the University of Houston in 1982. From 1982 through 1997 she worked with Judith Alexander Jenkins, as Alexander & Associates and subsequently Alexander & Leavelle, providing planning, financial reporting, regulatory reporting, and operational and compliance auditing services to over ninety independent banks.

In 1998, she organized Thomas Consulting. At Thomas Consulting she now prepares bank plans, monthly financial reports, performs regulatory compliance audits and training and internal control audits for several banks. Additionally, she prepares and reviews Call Reports for several banks. Ms. Thomas has taught numerous call report seminars for state banking associations.

She has presented the Call Report Seminar to and has responded to questions from thousands of bankers in over 16 states. Her experience in working with a broad range of independent financial institutions is of unique value in understanding Call Report questions and in communicating with bankers in their language.

Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in On-Demand Or CD versions, as shown in the pricing options below.
Licenses / Designations / Educational Credits: CEU
All US States: 2.5
All Canadian Provinces: 2.5
Other Details:
About The Provider: Since 1983 Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.

For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 100 live programs per year and you can even purchase the recorded or ondemand session if you are unable to attend the live program.

We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry.

Webinar Descriptions:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.

Recorded CD:
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive 6 months access to the OnDemand weblink as an added free bonus.

OnDemand:
Includes a weblink for unlimited viewing for 6 months after the date of the webinar as well as a link to handouts.

Live + Recorded:
Includes all three options above. Live session, OnDemand Weblink, and CD-Rom plus Hardcopy Handouts.

Live + OnDemand:
Includes two of the options above. Live session and 6 months access to OnDemand Weblink plus link to handouts.
Live Price: $265.00
Recorded Price: $345.00
Live + Recorded Price: $395.00
More Info: Contact Us For More Information

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