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On-Demand

Writing Your Bank’s Call Report: A Deep Dive

Chris HillBob Greene
Writing Your Bank’s Call Report: A Deep Dive
FormatSelf-Paced | On-Demand
Sessions1
Per session60 Minutes
Attendance CertificateIncluded

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.

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.

 

What We'll Cover

Course Outline

  • 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?

Meet the Expert

Chris Hill

Chris Hill

Chris serves as CFO for Bankers’ Bank of the West and its consulting affiliates, Bank Strategies and CivITasBank Solutions.For the bank, he oversees financial reporting, liquidity and funding, and information technology. Upon graduating from Colorado State University with a Bachelor’s Degree in finance, Chris launched his career with a small community bank, where he gained experience in credit, lending,and bank information technology. Today he is 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. Chris has a Master’s Degree in business administration from the University of Colorado; in addition, he completed the Graduate School of Banking at Colorado and the ABA Advanced Risk Management programs.
Bob Greene

Bob Greene

Bob Greene is a professional corporate trainer and owner of RCG Business Services. He is also an adjunct-faculty member with the American Management Association. Bob has created and delivered training content for associations, industry, and governmental agencies, including the U.S. Navy Seals. He has over fifteen years of corporate training experience that is built on a career in business management and sales leadership in financial services, healthcare, consumer products, and software as a service.

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

Training Includes

The Writing Your Bank’s Call Report: A Deep Dive course includes the following:

Two Year Course Access

Access your course through your customer dashboard

  • Course access for 2 full years
  • All live sessions include access to the on-demand recording post live session

Class Experience

Live sessions are small and focused to support questions and discussion. Self-paced on-demand courses allow you to move through the material on your own schedule.

Resources

Downloadable course materials to support learning

Attendance Certificate

All sessions include an Attendance Certificate

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$200.00
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