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)

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: Copy and paste the below registration form into an email and send to

QUESTIONS: Contact Lori Richardson by calling (601) 709-3736 or emailing at the address above.


BANK/COMPANY NAME:______________________________________

REGISTRANT NAME:_________________________________________

BANK ADDRESS:____________________________________________

CELL NUMBER:_____________________________________________

EMAIL ADDRESS:___________________________________________

IMMEDIATE SUPERVISOR:____________________________________


 Due to the COVID-19 Pandemic, please pay by credit card. 

This program will be presented by using the Zoom Platform. Please register using the above form. The day before the webinar you will receive a Zoom calendar invite with information for you to register with Zoom. Once you register you will receive a confirmation email with instructions to join the webinar. You may dial in if you do not have access to a computer. If you do not already have a zoom account, you will need to register with Zoom, in order to get the dial-in number.  If you have any questions, please do not hesitate to contact Lori Richardson.

Fee: _____ $125 for Member Banks  _____ $250 for Non-Member Banks

Virtual conferences allow for BANKS to register by location (device) instead of by individual banker. Want your branches to participate? Facilities within your organization will be able to participate without the travel costs of coming to one location.

Credit Card Information

Name on Bank Card___________________________________________

Credit Card Number___________________________________________

Expiration Date________________CVV___________________________

Billing Zip Code_______________________________