The Call Report is constantly changing, producing confusion and many questions. Extensive changes took place over the course of the past few years and there
are more on the horizon. This seminar will provide updates and training for experienced preparers and reviewers and will include complete coverage of
new and complex issues impacting the Call Report preparation. New, proposed, and revised changes will be presented in summary form at the beginning of the
seminar followed by a more detailed discussion over the course of the seminar.
Participants will receive a working-copy manual that will be referred to throughout the seminar. Ms. Dopjera will be available to answer future Call Report
questions by email. All questions should be routed to questions@3princ.
com. Annual training is highly recommended by regulators. Participants may want to bring their Bank’s most recent Call Report for resolution of questions
during the session. The FFIEC 041 & 051 forms will be used in the presentation and materials.
WHAT TO BRING
Please bring a copy of your general ledger and your
latest call report. Bankers find it useful to review
classifications during the class as the line items are discussed.
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