Menu
Menu
2024 Call Report Update & Review
February 27-28, 2024 - Continuous
Virtual
9:00 a.m. - 12:00 p.m., both days
Virtual
9:00 a.m. - 12:00 p.m., both days
Navigating the ever-changing landscape of the Call Report is like embarking on an exciting journey. Over the past few years, we have demonstrated our resilience and commitment to staying up to date in the dynamic world of finance.
As we approach the first quarter-end of 2024, it is essential that we remain proactive in addressing questions and concerns that come from FASB revisions, the elimination of current terminology related to modified loans, and the accounting and reporting of modified loans.
The focus of this 6-hour training is designed to provide those with Call Report preparation and review responsibilities with information on new, proposed, and revised changes impacting March 2024 and beyond.
It is also important to assess your comfort level with the reporting impact of adopting CECL. Understanding how to report Purchase Credit Deteriorated (PCD) loans and securities in the Report of Condition, as well as in other schedules that demand specific accounting for al PCD assets, is crucial.
You'll be well equipped during the training with comprehensive handout materials provided to support the agenda. We'll focus on FFIEC 041 and 051 forms, but even if you file the FFIEC 031 report, you'll find this information valuable. To get the most out of the training, we recommend bringing either a recent Call Report or a printed blank copy of the relevant FFIEC form for your bank. Get ready to make the most of this learning experience!
This program has been approved for 7 CLE credit hours.
Program Presenter
Andrea S. Lambert - Trainer & Consultant, 3PR
Andrea has over 20 years of banking experience with a broad range of financial and operational skills. She began her banking career as a part-time teller and bookkeeper as she completed her BS in finance from Illinois State University. In 2005, she started a seven year career with The Office of the Comptroller of the Currency as an Associate National Bank Examiner, becoming familiar with rules and regulations, best practices, and success strategies as they relate to the call report process and the banking industry as a whole. In 2012, Andrea filled the Cashier position at a local community bank. During the ten years she worked there, she was responsible for ensuring the accuracy of various operational components of the bank, with a focus on call report preparation.
Andrea has over 20 years of banking experience with a broad range of financial and operational skills. She began her banking career as a part-time teller and bookkeeper as she completed her BS in finance from Illinois State University. In 2005, she started a seven year career with The Office of the Comptroller of the Currency as an Associate National Bank Examiner, becoming familiar with rules and regulations, best practices, and success strategies as they relate to the call report process and the banking industry as a whole. In 2012, Andrea filled the Cashier position at a local community bank. During the ten years she worked there, she was responsible for ensuring the accuracy of various operational components of the bank, with a focus on call report preparation.
Audience
Call Report preparation is a multifaceted task that demands a deep understanding of bank accounting, regulatory requirements, and various banking operations. Regulatory authorities highly recommend annual training to stay abreast of evolving standards. It's advisable for banks to designate individuals who are trained as both preparers and reviewers for this critical task. This program offers value to anyone involved in preparing, reviewing, or signing a Call Report, whether they are newcomers or seasons professionals. The updates and discussions on accounting and financial reporting issues ensure that all participants can enhance their knowledge and skills. To maximize the benefit of the program, it's essential to communicate specific areas of concern in advance. This allows the seminar organizers to address these topics adequately and cater to the needs of the participants.
Registration Fees LIVE
Asset Size/Fees
$25 mil & under: $350
$26 mil - $100 mil: $450
$101 mil - $250 mil: $550
$251 mil - $400 mil: $750
$401 mil - $750 mil: $950
$751 mil - $1 bil: $1,250
Over $1 billion: $1,550
Assoc. Members: $950
Non-members: $3,100
**Program fees are based on bank asset size. There is no limit on the number of people that can attend the virtual session from your financial institution. Please login and register one person from your bank and pay based on your bank’s asset size. Then email all other attendees (include attendee’s first and last name, bank location and e-mail) to Natalie Wareham at nwareham@ksbankers.com so that additional attendees can be registered free of charge to receive their own link and login information for the session.
