Annual training in Call Report Preparation is highly recommended by bank regulators, not just for preparers of the call report, but also for reviewers. A reviewer needs to understand the reporting requirements and should spend at least 3-4 hours performing a detailed check of the completed Call Report Schedules and supporting documentation. New and experienced preparers and reviewers should be trained.
Participants receive a 250+ page manual, which will include materials covered during the seminar as well as additional information on other call report schedules.
** Please bring a copy of your general ledger and your latest call report. Bankers find it useful to review classifications during the class as the line items are discussed.**