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About This Webinar
Get the guidance you need to complete an accurate and efficient call report.
In this two-part training, we’ll walk through key call report schedules and reporting requirements so you’re clear on what’s expected. We’ll also cover common reporting challenges, upcoming revisions and accounting changes, regulatory capital considerations, and strategies for sharing preparation responsibilities and developing a knowledgeable backup.
This overview session is eligible for up to 6 CPE credits — with no prerequisites. To receive credit, participants must answer the interactive polling questions.
Agenda
  • Improve the accuracy and efficiency of call report preparation.
  • Recognize common call report preparation errors.
  • Identify the benefits and pitfalls of using technology for call report preparation.
  • Gain a deeper understanding of regulatory capital frameworks and calculations.
Presenter
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Danielle Damon
Senior Management
Danielle Damon is a manager in Wipfli’s financial institutions practice. She works with financial institution clients as a consultant in the areas of operations, process improvements, customized gap analysis, call report preparation, review and training, and risk-based internal audit.

Danielle’s experience includes over 20 years of working in the financial institutions industry. She uses this experience to evaluate processes, understand risks and regulations, develop solutions and consider the internal control environment to provide customized process updates and training to lead financial institutions to success.