CBA Education E-mail Blast

Save the Date for CBA’s 2015 Call Report Preparation

Under the Basel III rule, all banks regardless of size will have to complete a new RC-R schedule beginning in March 2015.This schedule will need to incorporate the new risk based capital changes.

CBA’s two-day Call Report Preparation course, held March 19-20 in Anaheim, will provide training in basic issues needed by beginning preparers, including general instructions, procedures and sources of information. Discussion of more complex issues will benefit experienced preparers. Participants are encouraged to bring their bank’s latest call report for resolution of questions during the session.

The workshop will be delivered by Ann Thomas, who has nearly 30 years of experience in bank accounting and control. In 1998, she organized Thomas Consulting and prepares monthly financial reports and bank plans, and performs regulatory compliance audits, training and internal control audits for several banks. Thomas has previously presented the call report seminar and has responded to questions from thousands of bankers in more than 18 states. Her experience working with a broad range of independent banks is of unique value in understanding call report questions and in communicating with bankers in their own language.

Register by February 20, 2015, and save $100. Click here for more information or to register for the seminar.

For questions on this, or any other, CBA program, please contact Laurie Eaton at (916) 438-4433 or