How To Write Your Bank's Call Report: Improve Quality And Efficiency

Chris Hill and Bob Greene
  • June 29, 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 share tactical guidance to improve your call report process and result. You will learn how to complete this essential document quickly and accurately.

Sessions Include

  • Writing Your Bank’s Call Report 101
  • Writing Your Bank's Call Report: A Deep Dive
Live Session: Tuesday, June 29, 2021; 1:00 PM Eastern
2 Sessions scheduled for 60 minutes including question and answer period.

Training Overview

Make your call report more accurate. Discover tools and processes to improve quality and efficiency.

During the hectic first half of 2021, riddled with ongoing COVID-19 restrictions, PPP processing, and other priorities, many financial institutions let preparing to file quarterly call reports fall by the wayside. With the next submission deadline looming, now is the time to get back on track.

As you prepare your latest quarterly filing, you can take advantage of tools and procedures to make the process more efficient and the report more accurate. To help you accomplish these goals, we have assembled a series of two training sessions:

How To Write Your Bank's Call Report: Improve Quality And Efficiency

Session 1 (On-Demand): Writing Your Bank’s Call Report 101

On-demand video you may watch at your convenience

  • Purpose of the call report
  • Steps to streamline the preparation process
  • Methods to improve call report accuracy
  • Ensuring consistency and sustainability

Session 2 (Live): Writing Your Bank's Call Report: A Deep Dive

Tuesday, June 29

1:00 PM Eastern; 12:00 PM Central; 11:00 AM Mountain; 10:00 AM Pacific

  • Tools to increase efficiency
  • Actions to improve call report accuracy even more
  • Procedure for writing an excellent call report
  • Enduring processes to implement

Who Should Attend?

  • Financial executives and board members from national banks, state member banks, and savings associations, including:

  • CFO

  • CAO

  • Treasurer

  • Controller

  • 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.