Call report preparation training

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Get the guidance you need to complete an accurate and efficient call report.

In this two-part training, we walk through key call report schedules and reporting requirements so you’re clear on what’s expected. We also cover common reporting challenges, upcoming revisions and accounting changes, regulatory capital considerations and strategies for sharing preparation responsibilities and developing a knowledgeable backup.

You’ll learn how to:

• Improve the accuracy and efficiency of call report preparation.
• Recognize common call report preparation errors.
• Identify benefits and pitfalls of using technology for call report preparation.
• Gain a deeper understanding of regulatory capital frameworks and calculations.

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Presenter

Danielle Damon