2020 Call Report Review & Update
Who Should Attend
Banks should train a preparer and a reviewer. 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 Third Party.
The Call Report is constantly changing, producing confusion and many questions. Extensive changes took place over the past few years and there are more on the horizon. This seminar provides an update for experienced preparers and reviewers. New, proposed, and revised changes will be presented in summary form followed by a more detailed discussion. The seminar ends with a discussion of commonly cited errors. Schedules included in the presentation are the FFIEC 041 & 051 forms.
KBA Members: $240