Call Report Boot Camp - Financial Managers Society

3 WAYS TO REGISTER
QUESTIONS? Call 800-ASK-4FMS (800-275-4367)
Mail: Financial Managers Society
Fax: 312-578-1308
Internet: www.fmsinc.org/CALENDAR
1 North LaSalle Street, Suite 3100
Chicago, IL 60602-4003
Presorted
Standard
U.S. Postage
PAID
Wheeling, IL
Permit No. 38
Registration
NAME
MARCH 10-11, 2015
TITLE
Call Report Boot Camp
ORGANIZATION
MAILING ADDRESS
CITY, STATE, ZIP
MARCH 12, 2015
ASSET SIZE
PHONE
Half-Day Workshop: Consolidated Financial
Statements for Bank Holding Companies
FAX
E-MAIL
REGISTER
Please select from one of the following options. Call for details about team discounts.
Call Report Boot Camp | March 10-11, 2015
○ FMS Member: $1,050
○ Coworker of Member: $1,150
○ Nonmember: $1,450
Orlando, FL | Hard Rock Hotel® at Universal Orlando® Resort
$
$
$
Half-Day Workshop: Consolidated Financial Statements | March 12, 2015
○ FMS Member: $400
$
○ Coworker of Member: $425
$
○ Nonmember: $550
$
Call Report Boot Camp + Half-Day Workshop | March 10-12, 2015
○ FMS Member: $1,350
○ Coworker of Member: $1,450
○ Nonmember: $1,650
$
$
$
TOTAL $
Card #
Exp. Date
Signature
Refunds and Cancellations
A refund minus a $150 processing fee will be provided for cancellations received by FMS in writing
by February 14, 2015. No refunds will be given for cancellations received after that date. A substitution
from your institution is welcome at any time.
FMS reserves the right to change instructors or reschedule/cancel sessions when necessary. FMS is
not responsible for airfare penalties incurred due to the cancellation of the program.
www.fmsinc.org
800-ASK-4FMS (800-275-4367)
o Check enclosed payable to Financial Managers Society
o Charge my MasterCard, Visa or American Express
1 North LaSalle Street, Suite 3100
Chicago, IL 60602-4003
METHOD OF PAYMENT Payment must accompany registration.
FMS members and their co-workers save $100 each
when two or more employees register for this seminar.
Simply complete one form per person and deduct $100
from each registration fee.
$
$
Save $100
Not an FMS member? Join now and save on registration!
○ FMS Regular Membership: $450
○ FMS Affiliate Membership: $495
With a Members-only Team Discount!
Please list any special accommodations (including dietary restrictions) you require.
Essential Education for Your Staff
Call Report Boot Camp
Providing a unique approach that offers both a business and accounting focus,
Call Report Boot Camp is an intensive and comprehensive analysis of all the
information you need to accurately fulfill your reporting requirements. This unique
program is specially designed for community institutions that are required to file
the quarterly form FFIEC #041 and is ideal for both seasoned professionals, as well
as newcomers facing the challenges of Call Report preparation.
Led by industry expert Paul J. Sanchez, CPA, CBA, CFSA, this two-day seminar will
provide participants with the essential “need-to-know,” basic call report information,
as well as offer the insights and tools you need to ensure your institution can
successfully prepare an accurate and complete Call Report.
You Will Learn:
• How to accurately and efficiently prepare your institution’s Call Report
• How to properly comply with the extensive Call Report instructions
• How to better understand the Call Report within the context of your bank’s
business practices and accounting policies and procedures
Agenda
Tuesday, March 10, 2015
Wednesday, March 11, 2015
8:00 am
8:00 am
8:30 am to 4:30 pm
8:30 am to 4:00 pm
General Call Report Filing Information
Review of Somewhat Difficult
Schedules – Cont.
•Deposit Liabilities (RC-E)
•Other Data for Deposit Insurance and FICO Assessments (RC-O)
•Off-Balance Sheet Items (RC-L)
•Regulatory Capital (Schedule RC-R) – including Basel III discussions
Registration and Continental Breakfast
Review of Call Report Financial
Statements
•Balance Sheet (Schedule RC)
•Income Statement (Schedule RI)
Review of Least Difficult Schedules
•Cash and Balances Due From
Depository Institutions (RC-A)
•Other Assets (RC-F)
•Other Liabilities (RC-G)
•Trading Assets and Liabilities (RC-D)
•Memoranda (RC-M)
•Quarterly Averages (RC-K)
Review of Somewhat Difficult
Schedules
•Securities (RC-B)
•Loans and Leases (RC-C)
•Past Due and Non-Accrual Assets (RC-N)
•Charge-offs and Recoveries on Loans and Leases and Changes in Allowance for Credit Losses (RI-B)
•Changes in Equity (Schedule RI-A)
Continental Breakfast
Review of Other Schedules Not Used
by All Institutions
•Mortgage Banking Activities (RC-P)
•Bank Securitization and Asset Sales (RC-S)
•Fiduciary and Related Services (RC-T)
•Financial Assets and Liabilities
Measured at Fair Value RC-Q)
•Variable Interest Entities (RC-V)
•Changes in Equity (RI-A)
Questions About Your Institution’s
Call Report (Bring your latest
Call Report filing)
Summary and Wrap-Up
Post-Seminar Half-Day Workshop
Consolidated Financial Statements
for Bank Holding Companies
Enhance your Call Report Boot Camp experience with the extra half-day workshop on
Consolidated Financial Statements for Bank Holding Companies. This workshop provides
valuable information about the Consolidated Bank Holding Company Reports that are
filed quarterly by Bank Holding Companies (BHCs) and Savings and Loan Holding
Companies (SLHCs) with their appropriate district Federal Reserve Bank.
The half-day coverage is designed for preparers, reviewers, analysts, auditors and others
who work with Consolidated Financial Statements. The primary focus is on the two most
prominent forms (the FR Y-9C and the FR Y-LP) and the “creation” of the Consolidated
Balance Sheet (Schedule HC) and Consolidated Income Statement (Schedule HI). Coverage
will also include an overview of the following reports:
• FR Y-6 – Annual Report of BHCs
• FR Y-8 – Section 23 “Covered” Transactions
•FR Y-10 – Changes in Organizational Structure
•FR 2900 – Report of Transactions, Accounts, Other Deposits and Vault Cash
•FR 2644 – Weekly Report of Selected Assets and Liabilities of Domestic Chartered Banks
•UBNCPR – The Uniform Bank Holding Company Performance Report
*You do not need to be registered for Call Report Boot Camp to attend this half-day program.
Agenda
Thursday, March 12, 2015
8:00 am
Registration, Coffee and Refreshment Service
8:30 am to 12:00 pm
Background Information Re:
Business Combinations
General Information About the Bank
Holding Company Reports (Form FR
Y-9C and Form FR Y-9LP)
•Reporting Criteria
•Exemptions from Reporting
•Shifts in Reporting Status
•Electronic Filing
•GAAP Consolidation “Rules”
•Exclusion from Coverage on
Form FR Y-9C
•Rounding
•Negative Amounts
•Verification/Sign-off
•Amended Reports
Consolidated Balance Sheet
(Schedule HC)
Consolidated Income Statement
(Schedule HI)
Review of Required Regulatory
Reports – Other
• Annual Report of BHCs (FR Y-6)
• Section 23 “Covered” Transactions
(FR Y-8)
• Changes in Organizational Structure
(FR Y-10)
• Report of Transactions, Accounts, Other Deposits and Vault Cash
(FR 2900)
• Weekly Report of Selected Assets and Liabilities of Domestic Chartered Banks (FR 2644)
Corporate Governors’ Analytical
Overview: The Bank Holding Company
Performance Report (BHCPR)
Questions About Your Institution’s
Holding Company Reports
Summary and Wrap-Up
Faculty
Paul J. Sanchez, CPA, CBA, CFSA, conducts a small CPA practice and owns
and operates Professional Service Associates, a consulting and professional
training and development business that services corporate clients (auditors,
controllers, etc.), CPA firms, professional associations and others. Prior to starting
his consulting business, Paul was the Vice President for the Audit Division of a
regional bank and a money-center bank. There he directed the professional
practice development and training for internal auditors. Paul was also a technical
staff member of the Auditing Standards and Examinations Divisions of the AICPA,
and was an assistant professor at Long Island University — C.W. Post Campus,
and an adjunct lecturer at City University of New York. He is the author of the
publication Accounting Basics for Community Financial Institutions (Financial
Managers Society, 2004 and 2009 editions) and the monthly publication The
Ideas and Analysis Letter: The Sanchez “Take”.
Details
Location and Accommodations
Hard Rock Hotel® at Universal Orlando® Resort
5800 Universal Boulevard
Orlando, FL 32819
Special FMS Room Rate: $209 Single/Double
Deadline for Rate: February 14, 2015
For Reservations Call: 1-866-360-7395
Identify yourself as an attendee of the Financial Managers Society program to
receive the preferred rate. If you are making reservations through a travel agent,
be sure to request that your reservation be placed in the FMS room block to
guarantee the best rate.
Tax-Deductible Programs
An income-tax deduction may be allowed for educational expenses (including registration, travel, meals and lodging) undertaken to maintain or improve
professional skills. (Treas. Reg. Sec. 1.162-5)
Attire
Business-casual attire is appropriate. Since hotel rooms are often cool, please bring
a jacket or sweater.
CPE Credit
Earn up to 19 hours of CPE credit
Level: Basic to Intermediate
Prerequisites: None
Advance preparation: None
Field of Study: Accounting
Instructional Method: Live-Group
FMS is registered with the National Association of State Boards of Accountancy
as a sponsor of continuing professional education on the National Registry
of CPE Sponsors. State boards of accountancy have final authority on the
acceptance of individual courses. Complaints regarding sponsors may be
addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue,
North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.
For more information regarding administrative policies such as complaints or
refunds, call 800-ASK-4FMS (800-275-4367).
Call Report Boot Camp
Providing a unique approach that offers both a business and accounting focus,
Call Report Boot Camp is an intensive and comprehensive analysis of all the
information you need to accurately fulfill your reporting requirements. This unique
program is specially designed for community institutions that are required to file
the quarterly form FFIEC #041 and is ideal for both seasoned professionals, as well
as newcomers facing the challenges of Call Report preparation.
Led by industry expert Paul J. Sanchez, CPA, CBA, CFSA, this two-day seminar will
provide participants with the essential “need-to-know,” basic call report information,
as well as offer the insights and tools you need to ensure your institution can
successfully prepare an accurate and complete Call Report.
You Will Learn:
• How to accurately and efficiently prepare your institution’s Call Report
• How to properly comply with the extensive Call Report instructions
• How to better understand the Call Report within the context of your bank’s
business practices and accounting policies and procedures
Agenda
Tuesday, March 10, 2015
Wednesday, March 11, 2015
8:00 am
8:00 am
8:30 am to 4:30 pm
8:30 am to 4:00 pm
General Call Report Filing Information
Review of Somewhat Difficult
Schedules – Cont.
•Deposit Liabilities (RC-E)
•Other Data for Deposit Insurance and FICO Assessments (RC-O)
•Off-Balance Sheet Items (RC-L)
•Regulatory Capital (Schedule RC-R) – including Basel III discussions
Registration and Continental Breakfast
Review of Call Report Financial
Statements
•Balance Sheet (Schedule RC)
•Income Statement (Schedule RI)
Review of Least Difficult Schedules
•Cash and Balances Due From
Depository Institutions (RC-A)
•Other Assets (RC-F)
•Other Liabilities (RC-G)
•Trading Assets and Liabilities (RC-D)
•Memoranda (RC-M)
•Quarterly Averages (RC-K)
Review of Somewhat Difficult
Schedules
•Securities (RC-B)
•Loans and Leases (RC-C)
•Past Due and Non-Accrual Assets (RC-N)
•Charge-offs and Recoveries on Loans and Leases and Changes in Allowance for Credit Losses (RI-B)
•Changes in Equity (Schedule RI-A)
Continental Breakfast
Review of Other Schedules Not Used
by All Institutions
•Mortgage Banking Activities (RC-P)
•Bank Securitization and Asset Sales (RC-S)
•Fiduciary and Related Services (RC-T)
•Financial Assets and Liabilities
Measured at Fair Value RC-Q)
•Variable Interest Entities (RC-V)
•Changes in Equity (RI-A)
Questions About Your Institution’s
Call Report (Bring your latest
Call Report filing)
Summary and Wrap-Up
Post-Seminar Half-Day Workshop
Consolidated Financial Statements
for Bank Holding Companies
Enhance your Call Report Boot Camp experience with the extra half-day workshop on
Consolidated Financial Statements for Bank Holding Companies. This workshop provides
valuable information about the Consolidated Bank Holding Company Reports that are
filed quarterly by Bank Holding Companies (BHCs) and Savings and Loan Holding
Companies (SLHCs) with their appropriate district Federal Reserve Bank.
The half-day coverage is designed for preparers, reviewers, analysts, auditors and others
who work with Consolidated Financial Statements. The primary focus is on the two most
prominent forms (the FR Y-9C and the FR Y-LP) and the “creation” of the Consolidated
Balance Sheet (Schedule HC) and Consolidated Income Statement (Schedule HI). Coverage
will also include an overview of the following reports:
• FR Y-6 – Annual Report of BHCs
• FR Y-8 – Section 23 “Covered” Transactions
•FR Y-10 – Changes in Organizational Structure
•FR 2900 – Report of Transactions, Accounts, Other Deposits and Vault Cash
•FR 2644 – Weekly Report of Selected Assets and Liabilities of Domestic Chartered Banks
•UBNCPR – The Uniform Bank Holding Company Performance Report
*You do not need to be registered for Call Report Boot Camp to attend this half-day program.
Agenda
Thursday, March 12, 2015
8:00 am
Registration, Coffee and Refreshment Service
8:30 am to 12:00 pm
Background Information Re:
Business Combinations
General Information About the Bank
Holding Company Reports (Form FR
Y-9C and Form FR Y-9LP)
•Reporting Criteria
•Exemptions from Reporting
•Shifts in Reporting Status
•Electronic Filing
•GAAP Consolidation “Rules”
•Exclusion from Coverage on
Form FR Y-9C
•Rounding
•Negative Amounts
•Verification/Sign-off
•Amended Reports
Consolidated Balance Sheet
(Schedule HC)
Consolidated Income Statement
(Schedule HI)
Review of Required Regulatory
Reports – Other
• Annual Report of BHCs (FR Y-6)
• Section 23 “Covered” Transactions
(FR Y-8)
• Changes in Organizational Structure
(FR Y-10)
• Report of Transactions, Accounts, Other Deposits and Vault Cash
(FR 2900)
• Weekly Report of Selected Assets and Liabilities of Domestic Chartered Banks (FR 2644)
Corporate Governors’ Analytical
Overview: The Bank Holding Company
Performance Report (BHCPR)
Questions About Your Institution’s
Holding Company Reports
Summary and Wrap-Up
Faculty
Paul J. Sanchez, CPA, CBA, CFSA, conducts a small CPA practice and owns
and operates Professional Service Associates, a consulting and professional
training and development business that services corporate clients (auditors,
controllers, etc.), CPA firms, professional associations and others. Prior to starting
his consulting business, Paul was the Vice President for the Audit Division of a
regional bank and a money-center bank. There he directed the professional
practice development and training for internal auditors. Paul was also a technical
staff member of the Auditing Standards and Examinations Divisions of the AICPA,
and was an assistant professor at Long Island University — C.W. Post Campus,
and an adjunct lecturer at City University of New York. He is the author of the
publication Accounting Basics for Community Financial Institutions (Financial
Managers Society, 2004 and 2009 editions) and the monthly publication The
Ideas and Analysis Letter: The Sanchez “Take”.
Details
Location and Accommodations
Hard Rock Hotel® at Universal Orlando® Resort
5800 Universal Boulevard
Orlando, FL 32819
Special FMS Room Rate: $209 Single/Double
Deadline for Rate: February 14, 2015
For Reservations Call: 1-866-360-7395
Identify yourself as an attendee of the Financial Managers Society program to
receive the preferred rate. If you are making reservations through a travel agent,
be sure to request that your reservation be placed in the FMS room block to
guarantee the best rate.
Tax-Deductible Programs
An income-tax deduction may be allowed for educational expenses (including registration, travel, meals and lodging) undertaken to maintain or improve
professional skills. (Treas. Reg. Sec. 1.162-5)
Attire
Business-casual attire is appropriate. Since hotel rooms are often cool, please bring
a jacket or sweater.
CPE Credit
Earn up to 19 hours of CPE credit
Level: Basic to Intermediate
Prerequisites: None
Advance preparation: None
Field of Study: Accounting
Instructional Method: Live-Group
FMS is registered with the National Association of State Boards of Accountancy
as a sponsor of continuing professional education on the National Registry
of CPE Sponsors. State boards of accountancy have final authority on the
acceptance of individual courses. Complaints regarding sponsors may be
addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue,
North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.
For more information regarding administrative policies such as complaints or
refunds, call 800-ASK-4FMS (800-275-4367).
Call Report Boot Camp
Providing a unique approach that offers both a business and accounting focus,
Call Report Boot Camp is an intensive and comprehensive analysis of all the
information you need to accurately fulfill your reporting requirements. This unique
program is specially designed for community institutions that are required to file
the quarterly form FFIEC #041 and is ideal for both seasoned professionals, as well
as newcomers facing the challenges of Call Report preparation.
Led by industry expert Paul J. Sanchez, CPA, CBA, CFSA, this two-day seminar will
provide participants with the essential “need-to-know,” basic call report information,
as well as offer the insights and tools you need to ensure your institution can
successfully prepare an accurate and complete Call Report.
You Will Learn:
• How to accurately and efficiently prepare your institution’s Call Report
• How to properly comply with the extensive Call Report instructions
• How to better understand the Call Report within the context of your bank’s
business practices and accounting policies and procedures
Agenda
Tuesday, March 10, 2015
Wednesday, March 11, 2015
8:00 am
8:00 am
8:30 am to 4:30 pm
8:30 am to 4:00 pm
General Call Report Filing Information
Review of Somewhat Difficult
Schedules – Cont.
•Deposit Liabilities (RC-E)
•Other Data for Deposit Insurance and FICO Assessments (RC-O)
•Off-Balance Sheet Items (RC-L)
•Regulatory Capital (Schedule RC-R) – including Basel III discussions
Registration and Continental Breakfast
Review of Call Report Financial
Statements
•Balance Sheet (Schedule RC)
•Income Statement (Schedule RI)
Review of Least Difficult Schedules
•Cash and Balances Due From
Depository Institutions (RC-A)
•Other Assets (RC-F)
•Other Liabilities (RC-G)
•Trading Assets and Liabilities (RC-D)
•Memoranda (RC-M)
•Quarterly Averages (RC-K)
Review of Somewhat Difficult
Schedules
•Securities (RC-B)
•Loans and Leases (RC-C)
•Past Due and Non-Accrual Assets (RC-N)
•Charge-offs and Recoveries on Loans and Leases and Changes in Allowance for Credit Losses (RI-B)
•Changes in Equity (Schedule RI-A)
Continental Breakfast
Review of Other Schedules Not Used
by All Institutions
•Mortgage Banking Activities (RC-P)
•Bank Securitization and Asset Sales (RC-S)
•Fiduciary and Related Services (RC-T)
•Financial Assets and Liabilities
Measured at Fair Value RC-Q)
•Variable Interest Entities (RC-V)
•Changes in Equity (RI-A)
Questions About Your Institution’s
Call Report (Bring your latest
Call Report filing)
Summary and Wrap-Up
Post-Seminar Half-Day Workshop
Consolidated Financial Statements
for Bank Holding Companies
Enhance your Call Report Boot Camp experience with the extra half-day workshop on
Consolidated Financial Statements for Bank Holding Companies. This workshop provides
valuable information about the Consolidated Bank Holding Company Reports that are
filed quarterly by Bank Holding Companies (BHCs) and Savings and Loan Holding
Companies (SLHCs) with their appropriate district Federal Reserve Bank.
The half-day coverage is designed for preparers, reviewers, analysts, auditors and others
who work with Consolidated Financial Statements. The primary focus is on the two most
prominent forms (the FR Y-9C and the FR Y-LP) and the “creation” of the Consolidated
Balance Sheet (Schedule HC) and Consolidated Income Statement (Schedule HI). Coverage
will also include an overview of the following reports:
• FR Y-6 – Annual Report of BHCs
• FR Y-8 – Section 23 “Covered” Transactions
•FR Y-10 – Changes in Organizational Structure
•FR 2900 – Report of Transactions, Accounts, Other Deposits and Vault Cash
•FR 2644 – Weekly Report of Selected Assets and Liabilities of Domestic Chartered Banks
•UBNCPR – The Uniform Bank Holding Company Performance Report
*You do not need to be registered for Call Report Boot Camp to attend this half-day program.
Agenda
Thursday, March 12, 2015
8:00 am
Registration, Coffee and Refreshment Service
8:30 am to 12:00 pm
Background Information Re:
Business Combinations
General Information About the Bank
Holding Company Reports (Form FR
Y-9C and Form FR Y-9LP)
•Reporting Criteria
•Exemptions from Reporting
•Shifts in Reporting Status
•Electronic Filing
•GAAP Consolidation “Rules”
•Exclusion from Coverage on
Form FR Y-9C
•Rounding
•Negative Amounts
•Verification/Sign-off
•Amended Reports
Consolidated Balance Sheet
(Schedule HC)
Consolidated Income Statement
(Schedule HI)
Review of Required Regulatory
Reports – Other
• Annual Report of BHCs (FR Y-6)
• Section 23 “Covered” Transactions
(FR Y-8)
• Changes in Organizational Structure
(FR Y-10)
• Report of Transactions, Accounts, Other Deposits and Vault Cash
(FR 2900)
• Weekly Report of Selected Assets and Liabilities of Domestic Chartered Banks (FR 2644)
Corporate Governors’ Analytical
Overview: The Bank Holding Company
Performance Report (BHCPR)
Questions About Your Institution’s
Holding Company Reports
Summary and Wrap-Up
Faculty
Paul J. Sanchez, CPA, CBA, CFSA, conducts a small CPA practice and owns
and operates Professional Service Associates, a consulting and professional
training and development business that services corporate clients (auditors,
controllers, etc.), CPA firms, professional associations and others. Prior to starting
his consulting business, Paul was the Vice President for the Audit Division of a
regional bank and a money-center bank. There he directed the professional
practice development and training for internal auditors. Paul was also a technical
staff member of the Auditing Standards and Examinations Divisions of the AICPA,
and was an assistant professor at Long Island University — C.W. Post Campus,
and an adjunct lecturer at City University of New York. He is the author of the
publication Accounting Basics for Community Financial Institutions (Financial
Managers Society, 2004 and 2009 editions) and the monthly publication The
Ideas and Analysis Letter: The Sanchez “Take”.
Details
Location and Accommodations
Hard Rock Hotel® at Universal Orlando® Resort
5800 Universal Boulevard
Orlando, FL 32819
Special FMS Room Rate: $209 Single/Double
Deadline for Rate: February 14, 2015
For Reservations Call: 1-866-360-7395
Identify yourself as an attendee of the Financial Managers Society program to
receive the preferred rate. If you are making reservations through a travel agent,
be sure to request that your reservation be placed in the FMS room block to
guarantee the best rate.
Tax-Deductible Programs
An income-tax deduction may be allowed for educational expenses (including registration, travel, meals and lodging) undertaken to maintain or improve
professional skills. (Treas. Reg. Sec. 1.162-5)
Attire
Business-casual attire is appropriate. Since hotel rooms are often cool, please bring
a jacket or sweater.
CPE Credit
Earn up to 19 hours of CPE credit
Level: Basic to Intermediate
Prerequisites: None
Advance preparation: None
Field of Study: Accounting
Instructional Method: Live-Group
FMS is registered with the National Association of State Boards of Accountancy
as a sponsor of continuing professional education on the National Registry
of CPE Sponsors. State boards of accountancy have final authority on the
acceptance of individual courses. Complaints regarding sponsors may be
addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue,
North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.
For more information regarding administrative policies such as complaints or
refunds, call 800-ASK-4FMS (800-275-4367).
3 WAYS TO REGISTER
QUESTIONS? Call 800-ASK-4FMS (800-275-4367)
Mail: Financial Managers Society
Fax: 312-578-1308
Internet: www.fmsinc.org/CALENDAR
1 North LaSalle Street, Suite 3100
Chicago, IL 60602-4003
Presorted
Standard
U.S. Postage
PAID
Wheeling, IL
Permit No. 38
Registration
NAME
MARCH 10-11, 2015
TITLE
Call Report Boot Camp
ORGANIZATION
MAILING ADDRESS
CITY, STATE, ZIP
MARCH 12, 2015
ASSET SIZE
PHONE
Half-Day Workshop: Consolidated Financial
Statements for Bank Holding Companies
FAX
E-MAIL
REGISTER
Please select from one of the following options. Call for details about team discounts.
Call Report Boot Camp | March 10-11, 2015
○ FMS Member: $1,050
○ Coworker of Member: $1,150
○ Nonmember: $1,450
Orlando, FL | Hard Rock Hotel® at Universal Orlando® Resort
$
$
$
Half-Day Workshop: Consolidated Financial Statements | March 12, 2015
○ FMS Member: $400
$
○ Coworker of Member: $425
$
○ Nonmember: $550
$
Call Report Boot Camp + Half-Day Workshop | March 10-12, 2015
○ FMS Member: $1,350
○ Coworker of Member: $1,450
○ Nonmember: $1,650
$
$
$
TOTAL $
Card #
Exp. Date
Signature
Refunds and Cancellations
A refund minus a $150 processing fee will be provided for cancellations received by FMS in writing
by February 14, 2015. No refunds will be given for cancellations received after that date. A substitution
from your institution is welcome at any time.
FMS reserves the right to change instructors or reschedule/cancel sessions when necessary. FMS is
not responsible for airfare penalties incurred due to the cancellation of the program.
www.fmsinc.org
800-ASK-4FMS (800-275-4367)
o Check enclosed payable to Financial Managers Society
o Charge my MasterCard, Visa or American Express
1 North LaSalle Street, Suite 3100
Chicago, IL 60602-4003
METHOD OF PAYMENT Payment must accompany registration.
FMS members and their co-workers save $100 each
when two or more employees register for this seminar.
Simply complete one form per person and deduct $100
from each registration fee.
$
$
Save $100
Not an FMS member? Join now and save on registration!
○ FMS Regular Membership: $450
○ FMS Affiliate Membership: $495
With a Members-only Team Discount!
Please list any special accommodations (including dietary restrictions) you require.
Essential Education for Your Staff
3 WAYS TO REGISTER
QUESTIONS? Call 800-ASK-4FMS (800-275-4367)
Mail: Financial Managers Society
Fax: 312-578-1308
Internet: www.fmsinc.org/CALENDAR
1 North LaSalle Street, Suite 3100
Chicago, IL 60602-4003
Presorted
Standard
U.S. Postage
PAID
Wheeling, IL
Permit No. 38
Registration
NAME
MARCH 10-11, 2015
TITLE
Call Report Boot Camp
ORGANIZATION
MAILING ADDRESS
CITY, STATE, ZIP
MARCH 12, 2015
ASSET SIZE
PHONE
Half-Day Workshop: Consolidated Financial
Statements for Bank Holding Companies
FAX
E-MAIL
REGISTER
Please select from one of the following options. Call for details about team discounts.
Call Report Boot Camp | March 10-11, 2015
○ FMS Member: $1,050
○ Coworker of Member: $1,150
○ Nonmember: $1,450
Orlando, FL | Hard Rock Hotel® at Universal Orlando® Resort
$
$
$
Half-Day Workshop: Consolidated Financial Statements | March 12, 2015
○ FMS Member: $400
$
○ Coworker of Member: $425
$
○ Nonmember: $550
$
Call Report Boot Camp + Half-Day Workshop | March 10-12, 2015
○ FMS Member: $1,350
○ Coworker of Member: $1,450
○ Nonmember: $1,650
$
$
$
TOTAL $
Card #
Exp. Date
Signature
Refunds and Cancellations
A refund minus a $150 processing fee will be provided for cancellations received by FMS in writing
by February 14, 2015. No refunds will be given for cancellations received after that date. A substitution
from your institution is welcome at any time.
FMS reserves the right to change instructors or reschedule/cancel sessions when necessary. FMS is
not responsible for airfare penalties incurred due to the cancellation of the program.
www.fmsinc.org
800-ASK-4FMS (800-275-4367)
o Check enclosed payable to Financial Managers Society
o Charge my MasterCard, Visa or American Express
1 North LaSalle Street, Suite 3100
Chicago, IL 60602-4003
METHOD OF PAYMENT Payment must accompany registration.
FMS members and their co-workers save $100 each
when two or more employees register for this seminar.
Simply complete one form per person and deduct $100
from each registration fee.
$
$
Save $100
Not an FMS member? Join now and save on registration!
○ FMS Regular Membership: $450
○ FMS Affiliate Membership: $495
With a Members-only Team Discount!
Please list any special accommodations (including dietary restrictions) you require.
Essential Education for Your Staff

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