This quarterly ritual just keeps getting more complex every year with no relief in sight. Add in the new rules surrounding BASEL III and sometimes banks need outside help.
We are fortunate to have on staff a call report expert with 30 years of preparation experience. We can audit the call report for accuracy and completeness and also provide training as needed. During their transition to the OCC, we also helped several thrifts migrate from the TFR to the bank call report. There are still some challenges within that group and we are able to step in and help get things back on track.