Online event registration closes 1 hour prior to the start of the training. Please email [email protected] to register.
When you register, please enter the email address of the attendee, not the person completing the registration.
FEE: $350. Wipfli accepts AmEx, Discover, Visa and Mastercard.
WEBINAR PLATFORM: GoToTraining
EARN CPE CREDITS: Wipfli LLP is registered with the National Association of State Boards of Accountancy (NASBA) 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 for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Earn up to 6 total CPE credits in accordance with the standards of the National Registry of CPE Sponsors. CPE credits are granted based on a 50-minute hour. Instructional delivery: Group, live.
Call Report Preparation Training: Advanced Preparation: None; Level: Overview; Prerequisite: None; Field of Study: Personnel/HR
Learning Objectives:
- Improve accuracy and efficiency in call report preparation.
- Recognize common call report preparation errors.
- Review the benefits and pitfalls of using technology to assist with the call report.
- Gain a deeper understanding of the regulatory capital frameworks and calculations.
Transfers and Cancellations: Attendees who are unable to attend may be eligible to transfer or cancel their registration. All transfer or cancellation requests must be emailed before the start of your event. Service and cancellation fees may apply. For more information, including deadlines and fees, view the full policy here. For questions or concerns email [email protected] with the subject line “registration transfer” or “cancellation.”
COMPLAINTS: For more information regarding administrative policies, such as complaints please contact [email protected] with the subject line “complaint."
UNIQUE EMAIL ADDRESSES REQUIRED: When completing a registration please enter the unique email address of the person attending the training, not the email of the person completing the registration. A unique email address is required for each attendee in order to access the training event, materials, and for CPE eligibility.
Individual Training Agreement: I understand that this training is for individual consumption only and will not provide access to non-registered individuals. Access includes, but is not limited to, training materials, recordings, event application, log-in information, or showing the training in a group environment.