Dates of Event & Pricing

$249 for Webinar and Playback*

*Playback has no expiration and may be shared internally.

  • Thursday, March 26, 2020

  • 12:00 – 1:30 pm (Eastern Time)

  • 11:00 – 12:30 pm (Central Time)

  • 10:00 – 11:30 am (Mountain Time)

  • 9:00 – 10:30 am (Pacific Time)

Curriculum

This quarterly 90-minute update reviews, discusses and provides examples for important changes affecting the next required Call Report and changes to the last quarterly Call Report filed.  For example, this accounting webinar will cover changes for the upcoming March quarterly filing and changes from the recently completed December quarter.

In addition, other important past changes that still seem to be troublesome and may still create problems for Call Report preparers and reviewers will be re-addressed.

All of the issues and changes covered fall into several categories such as the following:

  • Schedules used for the first time
  • New lines on existing schedules
  • Deleted lines on existing schedules
  • Changes (usually increases) to existing threshold amounts (e.g. “complete certain line if the included amount is in excess of $10 million” – now changed to $100 million
  • Revised lines on existing schedules
  • Combined lines on existing schedules
  • Changes to instruction book guidance

This accounting webinar is an especially helpful refresher for those experienced Call Report preparers who need to know what has recently changed and what will soon be changed. Also, this training is useful for newcomers who need to know the recent changes and whether they have been properly made.

This BankersHub accounting webinar is a necessary tool for all preparers who must be current in order to be in substantial compliance with Call Report regulatory requirements.

Instructor

PSA Professional Service Associates / Founder Paul Sanchez

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

1.5 CPE Credits & 1.8 AAP Credits