Call Report Webinar

Call Report Webinar
presented by Mauldin & Jenkins
August 27 & 28 – 9 am – 12 noon each day
This presentation will be presented over the Zoom platform.

The Webinar will include discussion of recent Call Report changes resulting from the CARES Act and other new regulations, including:
 · Community Bank Leverage Ratio (CBLR)
 · Paycheck Protection Program Liquidity Facility (PPPLF) and Paycheck Protection Program         (PPP) Loans
 · Deposit Insurance Assessment Effect of PPP, PPPLF, and Money Market Mutual Fund Liquidity Facility (MMLF)
 · Loans to Executive Officers, Directors and Principal Shareholders (Reg O)
 · Temporary Relief from Troubled Debt Restructurings (TDRs)
 · Interim Final Rule for Reserve Requirements of Depository Institutions (Reg D)

Presenters:
Nicole Cunningham, CPA is a Partner in the Birmingham, AL office and has been with the firm since 2005. Nicole’s experience includes audits for financial institutions, internal control audits, non-profit organization audits, HUD audits, and examinations of controls at service center organizations (formerly known as SAS 70 audits). She is a member of the American Institute of Certified Public Accountants, the Alabama Society of Certified Public Accountants, Birmingham Young CPAs, the Alabama Association of NonProfits, and is on the faculty of the Alabama Banking School.

Bill Curtis, CPA, is a partner with Mauldin & Jenkins, LLC in the Birmingham, AL office. Bill joined Mauldin & Jenkins’ in 2004, after working for AmSouth Bank and Cade and Associates. He has over fifteen years of auditing and consulting experience. He was named the partner-in-charge of the Birmingham office in October of 2017. As a partner in the Firm’s Financial Institutions practice, Bill specializes in opinion audits and tax services for private as well as SEC registered companies, internal control opinion audits, and internal audits, and benefit plan audits. In addition to serving his financial institution clients, Bill is responsible for auditing numerous 401(k) and Employee Stock Ownership Plans (ESOPs).

Michael Gordon, CPA, is a Partner with Mauldin & Jenkins, LLC. Since joining Mauldin & Jenkins, LLC in 2005, Michael has focused his career on audits for financial institutions and audits of employee benefit plans. He has worked on financial statement audits and internal audits for both public and private companies, mortgage companies and credit unions. Additionally, Michael’s experience includes assisting clients with FDICIA and SOX 404 testing, HUD compliance, loss-share accounting and compliance, and regulatory reporting. His experience at Mauldin & Jenkins, LLC also includes audits of clients within the governmental sector and the healthcare industry. Michael is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.

To register, click here to email Lori Richardson at lrichardson@msbankers.com.