Writing Your Bank’s Call Report: A Deep Dive

with
Chris Hill and Bob Greene
Live Session
$149.00
  • 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 delve into the intricate details of call report tools and processes. You will learn how to prepare your submission more efficiently and improve its accuracy.

Topics Covered

  • What tools will streamline the preparation process?
  • How can you improve call report accuracy?
  • What procedure should you follow to write an excellent call report?
  • What methods will ensure consistency and sustainability?
When:
Tuesday, June 29, 2021; 1:00 PM Eastern
Scheduled for 60 minutes including question and answer period.

Training Overview

Delve deeper to improve your call report. Learn how to ensure consistency and sustainability.

As the new quarter begins, you need to focus on the quarterly Report of Condition and Income (call report) filed by your institution. You can use tools to streamline the call report preparation process and improve accuracy. Process changes will enable you to ensure consistency and sustainability.

  • What tools will streamline the preparation process?
  • How can you improve call report accuracy?
  • What procedure should you follow to write an excellent call report?
  • What methods will ensure consistency and sustainability?

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.