Call Report Seminar - Louisville

If you are not a KBA member, please contact Jamie Hampton at jhampton@kybanks.com or 502-736-1278 for the possibility of attending at a non-member rate.

Seminar 9 a.m. - 4 p.m. local time. Registration begins after 8:30 a.m. with breakfast.

This seminar is designed for the beginner and the experienced Call Report preparer. Participants will take part in a combination of discussion-based and hands-on exercises to review proper completion of significant schedules of a Call Report. Participants are encouraged to share their reporting experiences. Relationships between schedules will be demonstrated in this seminar.

This one-day seminar will be presented by a team from MCM CPAs & Advisors and will offer practical techniques to improve your overall reporting process.

Seminar topics include:
  • Review of recent, upcoming & proposed changes
  • Report of Condition (RC) and supporting schedules
  • Report of Income (RI) and supporting schedules
  • Emphasis on Schedules RC-C and RC-R
  • Common mistakes and challenges
  • Round table discussion with MCM professionals on best practices and hot topics


We will review each schedule and discuss significant line items in greater detail. Some topics such as loans and capital will be discussed more thoroughly. Schedules RC-S (Securitization) and RC-V (VIEs) will not be covered.

Cancellation Policy

Cancellations received more than 30 days prior to the event will receive a full refund. Cancellations received between 29 days and 10 days prior to the event will be charged a $50 processing fee. There will be no refund for cancellations received less than 10 days prior to the event. Substitutions are always welcome and encouraged. All cancellations and substitutions must be submitted in written format prior to the event.
When
8/22/2019 - 8/22/2019
Where
MCM CPAs and Advisors
2600 Meidinger Tower, 26th Floor
462 South Fourth Street
Louisville, KY

About the Speaker(s)

 List View Contact
Mr. Henry Hawkins, CPA
Henry Hawkins
MCM CPAs & Advisors
Mr. John Roth, Jr.
John Roth
MCM CPAs & Advisors
Mr. Samuel E. LaFollette, CTP
Samuel LaFollette
MCM CPAs & Advisors

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