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Event Name:FFIEC #041 – Review and Explanation of Recent and Upcoming Call Report Changes
Date:Thursday, December 13, 2018 11:00am CST
Presented By:BankersHub
Panelist(s) Info: Paul Sanchez  (Bio)

Paul J. Sanchez, CPA, CBA, CFSA conducts a CPA practice in Port Washington, New York. He is also the owner of Professional Service Associates (PSA), a consulting and professional training and development business servicing corporate clients (auditors, controllers, etc.), CPA firms, professional associations and others. He was an assistant professor at Long Island University – C.W. Post Campus as well as an adjunct lecturer at City University of New York. Prior to starting PSA, he was the Vice President-Professional Development for the Audit Division of a regional bank and Director of Professional Practices and Vice President of a money-center bank, where he directed the professional practice development and training for internal auditors.

Credits:1.8 AAP Credits, 1.5 CPE Credits

This timely bank accounting webinar is valuable to all preparers of the Call Report Form FFIEC #041. Continuous changes to what is or isn’t included in the Call Report make its preparation difficult.

This call report webinar focuses on important changes such as:

  • Changes for the upcoming Call Report
  • Change to the immediately past Call Report, including changes or updates to the instructions
  • Changes made to prior Call Reports that continue to be troublesome for preparers

The course highlights structural changes to schedules and lines within the schedules. That includes deletions of old lines and inclusions of new lines and what is included on the new lines and why.

This call report training also identifies and discusses changes required by new accounting “rules.”  Where possible new Call Report schedules reflecting changes will be presented for clarify purposes.  Additionally where appropriate, examples of accounting issues and how they should be presented on the Call Report will be illustrated.