TrialBalancesFormPFDirectorRedFlagsComplianceAlphaDueDiligenceRICsClientSecurityPositionsProxyVotingRegFDN-CSR$250WISPSeparatelyManagedAccounts"Pay-to-Play"FinancialStatementAuditsPlacementIntegrationPre-ClearCleanDeskOn-siteMNPIFiduciaryLayeringTrialBalancesFormPFDirectorRedFlagsComplianceAlphaDueDiligenceRICsClientSecurityPositionsProxyVotingRegFDN-CSR$250WISPSeparatelyManagedAccounts"Pay-to-Play"FinancialStatementAuditsPlacementIntegrationPre-ClearCleanDeskOn-siteMNPIFiduciaryLayering

Back Office Training - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Trial Balances
  2. Form PF
  3. Director
  4. Red Flags
  5. ComplianceAlpha
  6. Due Diligence
  7. RICs
  8. Client Security Positions
  9. Proxy Voting
  10. Reg FD
  11. N-CSR
  12. $250
  13. WISP
  14. Separately Managed Accounts
  15. "Pay-to-Play"
  16. Financial Statement Audits
  17. Placement
  18. Integration
  19. Pre-Clear
  20. Clean Desk
  21. On-site
  22. MNPI
  23. Fiduciary
  24. Layering