Dates of Event & Pricing

$295 for Webinar and Playback*

*Playback has no expiration.

  • Thursday, December 2, 2021

  • 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

BACKGROUND

Many Call Report classes cover the rules needed to be followed to properly file the Call Report. However, few courses cover an actual filing.

Attendees seem to do better when they see actual numbers on the various Schedules.

This review of an actual Call Report that has been filed provides more meaningful information for the struggling Call Report preparer.

SUMMARY

This 90-minute accounting training uses a recently filed Call Report as a guide for explaining the important lines on both the Call Report Balance Sheet and Call Report Income Statement and related supporting Schedules.

The actual numbers on the Schedules and the interplay between various Schedules provide an excellent learning experience for the new Call Report preparer and for the experienced preparer or reviewer.

Attendees can compare the actual Call Report reviewed in the webinar with their own bank’s Call Report filing.

LEARNING OBJECTIVES

  • To understand the flow of actual numbers throughout the Call Report Schedules
  • To comprehend in a more realistic fashion the meaning of important Schedules and key lines within those Schedules

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