Call Report Preparation for Beginners, Four Part Webinar The series will cover recent changes to the Call Report, basic reporting requirements, schedules that can be prepared using the general ledger and investment reports, loan schedules, maturity and repricing, and risk based capital. There will be exercises designed to reinforce the classification of balance sheet and income statement items, as well as classification requirements for loans. Reference will be provided for OTS banks of where line items on the current OTS report will be reported on the Call Report (per FDIC mapping report). The first webinar will review the recent changes to the Call Report, which primarily affect the investment, loan, and deposit schedules. General reporting requirements will also be reviewed, including consolidation rules, filing deadlines, procedures, and call report resources. Finally, the income statement schedules, RI and RI-E, which can be prepared using the general ledger, will be covered. At the end of the session an exercise on the income statement classifications will be provided. The second webinar will cover the reporting requirements for the balance sheet schedules that can be prepared using the bank’s general ledger and investment reports, including RC, RC-B, RC-E, RC-F, RC-G, RC-K, parts of RC-M, and RC-O. An exercise on the balance sheet and income statement schedules will be provided. The third webinar will cover the loan classification requirements of RC-C, reporting of charge-offs and recoveries, past due loans, insider loans, and off balance sheet items. An exercise on loan coding will be provided. The final webinar will cover interest rate risk reporting, risk based capital, and the remaining call report schedules, RC-Q, RC-S, RC-T, and RC-V. WHO SHOULD DOWNLOAD This Webinar or Order the CD-ROM? This four part webinar is designed for bankers who are new to call report preparation and also OTS bankers who will have to file a Call Report starting in 2012. ABOUT THE PRESENTER - Ann Thomas Ann Thomas has twenty-seven years of experience in bank accounting and control. She received a BA in Accounting from the University of Houston in 1982. From 1982 through 1997 she worked with Judith Alexander Jenkins, as Alexander & Associates and subsequently Alexander & Leavelle, providing planning, financial reporting, regulatory reporting, and operational and compliance auditing services to over ninety independent banks. In 1998, she organized Thomas Consulting. At Thomas Consulting she now prepares bank plans, monthly financial reports, performs regulatory compliance audits and training and internal control audits for several banks. Additionally, she prepares and reviews Call Reports for various banks. Ms. Thomas has taught numerous call report seminars for state banking associations. She has presented the Call Report Seminar to and has responded to questions from thousands of bankers in over 16 states. Her experience in working with a broad range of independent financial institutions is of unique value in understanding Call Report questions and in communicating with bankers in their language. ORDER OUR PRESENTATION & COMPLETE HANDOUT MATERIALS Our DOWNLOAD or CD-ROM comes with a full visual presentation from the LIVE EVENT. Most of our webinars have two question & answer periods. Whether you choose the CD or the Download, you have the ability to view, print and listen to this session whenever you want. This is a great way to build your Training Library. You also have the ability to contact the presenter for follow up questions or support materials mentioned during the webinar. What a great resource at your finger tips. These products are designed for commercial use only and are not for resale or reproduction. Our clients buying these products are normally creditors under the following categories; Financial, Medical, Insurance, Legal and Collections. If you do not fall under one of these business categories, please contact us at webinars@gregsouther.com for approval before purchasing. We reserve the right to sell our products and services to qualifying businesses. Order download now for just $899! Order Download and Audio CD for just $979 Or email us and we'll send you the CD! * Once your credit has been approved please allow 48 hours for material to be processed and emailed to you. Make sure you include your email address at checkout so that the handouts can be sent to you. We accept:

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