Writing Your Bank’s Call Report 101

Banking expert Chris Hill and corporate trainer Bob Greene will provide step-by-step guidance for preparing call reports. You will learn how to spend less time and generate a higher-quality document.

Topics Covered

  • What is the purpose of the call report?
  • How can you streamline the preparation process?
  • What methods can you use to improve call report accuracy?
  • What tools will enable you to ensure consistency and sustainability?
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INFORMATION
Training Overview

Are you ready to write your call report for your institution? Focus now to streamline the process and improve accuracy.

Regulators and other stakeholders rely on the quarterly Report of Condition and Income (call report) filed by your institution. With the new quarter approaching, now is the time to focus on your submission.

Advance preparation will enable you to streamline the reporting process. Before the deadline arrives, you can benefit from reliable tools to improve accuracy while ensuring consistency and sustainability.

  • What is the purpose of the call report?
  • How can you streamline the preparation process?
  • What methods can you use to improve call report accuracy?
  • What tools will enable you to ensure consistency and sustainability?
Recommended Audience
Who Should Attend?
  • CFO
  • CAO
  • Treasurer
  • Controller
  • Accounting staff and officers
  • Bookkeeping staff and officers
  • Finance staff and officers
  • Operations officers
What's included
Training includes
  • Certificate of Attendance
  • All resources and training materials
About

Expert Presenter

Chris Hill
  • CFO for Bankers’ Bank of the West and its consulting affiliates, Bank Strategies and CivITas Bank Solutions
  • Oversees financial reporting, liquidity and funding, and information technology
  • Launched his career with a small community bank
  • Actively involved with initiatives pertaining to faster payments for community banks: the U.S. Coin Task Force, and the ABA’s
  • Correspondent Bank Working Group, and the Risk Management School advisory board
  • Bachelor’s degree in finance from Colorado State University
  • Master’s degree in business administration from the University of Colorado
  • Completed the Graduate School of Banking at Colorado and the ABA Advanced Risk Management programs
About

Expert Presenter

Bob Greene
  • Professional corporate trainer and owner of RCG Business Services
  • Adjunct faculty member with the American Management Association
  • Creates and delivers training content for associations, companies, and governmental agencies, including the U.S. Navy Seals
  • Over fifteen years of corporate training experience
  • Previously managed a North American network of 133 sales representatives, generating over $250 Million in annual sales
  • Graduate of Virginia Tech, with a degree in political science and organizational leadership
  • BMI certification in intercultural analysis