2021 Call Report Update & Review
February 23rd & 24th, 2021 - Continuous
9 a.m. - Noon both days
Who Should Attend
Banks should train a preparer and a reviewer. The seminar is designed for more experienced personnel interested in new reporting requirements. Anyone responsible for preparing, auditing, or signing the call report will find this program valuable. Annual training is highly recommended by bank regulators. Recommended for 6.5 hours CPE Credit.
Cynthia Dopjera, CPA, has 38 years of experience in accounting and regulatory reporting for financial institutions. During the first 18 years, Cynthia held positions with responsibility across all operational areas, including accounting, internal audit and Call Report, while working for small community banks, as well as large regional banks. In 2000, she joined Harper & Pearson Company, P.C., where she served as Practice Leader for the firm's financial institutions practice. In 2018, Cynthia retired from Harper & Pearson Company. She is currently a consultant for a Third Party.
This session will cover general information on new accounting and regulatory matters addressed within the Call Report to include several final issued Accounting Standards Updates that impact the financial services industry and regulatory reporting changes currently impacting the Call Report as well as those regulatory changes that are proposed for the future. The impact of the CARES Act and related regulatory interim and final rules resulting from the COVID-19 crisis will also be discussed. A summary of the reporting impact and the implementation timelines for new Accounting Standards Updates (ASU) will be provided.
Registration fees are based off the bank/company asset size. Registration fees are per bank/company, not individual. This fee includes all bank/company locations in Kansas. If registering online, please register one person from your bank to pay for the registration. Additional attendees should be emailed to: firstname.lastname@example.org to receive login information prior to the conference. There is no limit to the number of attendees from your bank.
$100 million & under: $225 registration fee
$101- $400 million: $300 registration fee
$401-750 million: $375 registration fee
Over $751 million: $450 registration fee
Associate Members: $450 registration fee
Non-Members: $900 registraiton fee
Add $25 if registering after February 12, 2021