How To Read Your Bank’s Call Report

with
Chris Hill and Bob Greene
Live Session
$149.00
  • July 14, 2021, 1:00 pm   EST
Training Includes:
  • Certificate of Attendance
  • All resources and training materials
  • An on-demand recording will be available after the live presentation.

Banking expert Chris Hill and professional educator Bob Greene will decipher the structure and content of the call report. You will learn how to read, interpret, and understand the information.

Topics Covered

  • What information does the call report include?
  • What does the Uniform Bank Performance Report contain?
  • How should you interpret the data?
  • How can you use the information from these reports?
  • How does the call report compare to internal financial statements?
  • Can you use these filings to assess your competition?
When:
Wednesday, July 14, 2021; 1:00 PM Eastern
Scheduled for 60 minutes including question and answer period.

Training Overview

Decipher your institution’s call report. Advance your career by understanding the numbers.

The quarterly Report of Condition and Income (call report) and the Uniform Bank Performance Report (UBPR) contain a wealth of information about the state of your financial institution. To excel in the financial services world and advance your career, you must thoroughly understand these documents.

With a new quarter and filing deadline on the horizon, now is an ideal time to hone your understanding of these critical reports.

  • What information does the call report include?
  • What does the Uniform Bank Performance Report contain?
  • How should you interpret the data?
  • How can you use the information from these reports?
  • How does the call report compare to internal financial statements?
  • Can you use these filings to assess your competition?

Who Should Attend?

  • CFOs

  • CAOs

  • Treasurers

  • Controllers

  • Accounting staff and officers

  • Bookkeeping staff and officers

  • Finance staff and officers

  • Operations officers

Expert Presenters

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

Bob Greene

  • Professional corporate trainer and CEO of RCG Workgroup
  • 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
  • Graduate of Virginia Tech, with a degree in political science and organizational leadership
  • BMI certification in intercultural analysis

For Teams

Have a team that needs training? Our enterprise customers receive custom branding, reporting and analytics tools, and of course, preferred pricing.