Call Report Services

The Federal Financial Institutions Examination Council (FFIEC) requires every national bank, state member bank, insured state nonmember bank, and savings association ("institution") to file quarterly Consolidated Reports of Condition and Income (a "Call Report").  The specific reporting requirements depend upon the size of the institution, the nature of its activities, and whether it has any foreign offices.
 
3PR provides Call Report preparation, review and training services to include the following:

CALL REPORT PREPARATION, REVIEW, AND CONSULTING

  • Assistance to financial institutions with the preparation and filing of quarterly Call Reports on a one-time, quarterly, or on an ongoing basis. 

  • Review or overview services for institution-prepared Call Reports that can include the entire Call Report or on a schedule-by-schedule basis.    

  • Hands-on consulting services when assistance is needed to address specific or general Call Report guidance and questions pertaining to current or upcoming changes to the Call Report.

CALL REPORT TRAINING

  • Call Report seminars and webinars for state banking associations and special groups, with customization as to content and focus of the training sessions. 

  • Training can be scheduled for 1-day or 2-day sessions (or more) and manuals will be provided to participants of the seminars or webinars, as specified in the training curriculum.

  • Customized Call Report training provided directly to financial institutions with time allocated to areas targeted to improve the preparation team’s knowledge and understanding of the current reporting requirements, as well as proposed revisions to future Call Reporting requirements.

  • Annual training provided to institution preparers and reviewers in order to comply with recommended regulatory guidance.

  • On-going consulting to seminar and webinar attendees after Call Report training session.  Firm professionals will be available to answer current and future Call Report questions by email, generally without additional fees.

MEET OUR CALL REPORT PROFESSIONALS

Anne Rosa, CPA, CFO, Financial Reporting Lead

Cynthia Dopjera, CPA, Consultant

Let us develop a proposal to meet your needs.

Call

T: 713-678-0898

F: 281.807.7795 

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Third Party Resources, Inc.

Houston, Texas