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Course/Product Description
Title:

Bank Call Report Preparation for Beginners - Five Part Webinar

Description:

Bank Call Report Preparation for Beginners - Five Part Webinar

This 5 part webinar series will be held on February 3, 10, 24, March 3, 10 from 11:00am-1:00pm ET.

This five part webinar is designed for bankers who are new to call report preparation and also OTS bankers who recently began filing a Call Report. The series will cover recent changes to the Call Report, basic reporting requirements, schedules that can be prepared using the general ledger and investment reports, loan schedules, maturity and repricing, and risk based capital. There will be exercises designed to reinforce the classification of balance sheet and income statement items, as well as classification requirements for loans.

Covered Topics:

The first webinar will explain general reporting requirements, including consolidation rules, filing deadlines, procedures, and call report resources. In addition, the income statement schedules, RI, RI-A, and RI-E, which can be prepared using the general ledger, will be covered. At the end of the session an exercise on the income statement classifications will be provided.

The second webinar will cover the reporting requirements for the balance sheet schedules that can be prepared using the bank's general ledger and investment reports, including RC, RC-B, RC-E, RC-F, RC-G, RC-K, and RC-O. An exercise on the balance sheet and income statement schedules will be provided.

The third webinar will cover the loan classification requirements of RC-C, reporting of charge-offs and recoveries, past due loans, and off balance sheet items. An exercise on loan coding will be provided.

The forth webinar will cover interest rate risk reporting, and the remaining call report schedules: RC-M, RC-Q, RC-S, RC-T, RC-U, and RC-V.

The final webinar will cover risk based capital as well as any proposed changes to the 2014 Call Report. There will also be a discussion of the 2015 Basel III changes to risk based capital.

Who Should Attend

This series is designed for bankers who have a year or less experience in call report preparation experience as well as OTS bankers who recently converted to the call report.

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.

Licenses / Designations / Educational Credits: Institute of Certified Bankers - CRCM
All US States: 10
All Canadian Provinces: 10

Institute of Certified Bankers - CSOP
All US States: 10
All Canadian Provinces: 10
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.

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.
Price: $1,095.00
More Info: Contact Us For More Information






Currently Scheduled Dates For This Webcast

Course Title Date Price
Bank Call Report Preparation for Beginners - Five Part Webinar CD/On-Demand $1,095.00


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