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Last update: 10/21/14

WR Seminar: Call Report Preparation

09/23/2013 - 09/24/2013

Newport Beach, CA

This comprehensive seminar will review of each schedule of the quarterly call report with emphasis on current revisions, accounting changes and regulatory guidance. In addition, the seminar will provide the training needed for new cal report preparers and in-depth discussions of all schedules and steps seasoned call report preparers can take to minimize common errors. We will allot sufficient time during the seminar to address individual questions. To get the most out of this seminar, we encourage to bring a copy of your bank's latest call report to address any questions/issues you may have.

  • The who, what, where, when, and why of the call report
  • Procedures for efficient preparation
  • Call report preparation policy
  • Common errors
  • Recent revisions of accounting pronouncements and call report implications

Who should attend: Community bank call report preparers - regardless of experience; CFOs; controllers; auditors; compliance personnel

Members: (prior to Aug. 23) $495 / (after Aug. 23) $595
Nonmembers: $695

Hotel Information:

Please contact the CIB office at (800) 627-6613 or gocib@cib.org for a list of hotels in the area.

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