General information

Two-day Call Report Preparation Course

Don’t miss your only opportunity this year to get the answers you need for completing your 2013 Call Reports from one of the premier experts in the field. We will review each schedule of the quarterly call reports with emphasis on the extensive 2012-2013 revisions, accounting changes and regulatory guidance.

This two-day course 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, bank plans, performs regulatory compliance audits and training, and internal control audits for several banks. Ann has 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.

We are offering the course in Southern California this year, on Thursday and Friday, March 21 and 22 at the Sheraton Universal Hotel in Universal City. 

Click here for more information or to register for this program.
For questions on this or any other CBA program, please contact Laurie Eaton at (916) 438-4433 or leaton@calbankers.com .

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