Dec 1, 2020 to Dec 2, 2020
In an ever-changing regulatory and accounting environment, it is important that call report preparers and reviewers remain up to date. Attend this seminar for a detailed discussion of each call report schedule as well as the real-life challenges of completing an accurate call report. To help explain the requirements, detailed examples are provided, and there is an opportunity to ask questions.
8:45 a.m. Registration& Log In
9:00 a.m. Program Begins
12:00 Noon Lunch
1:00 p.m. Program Resumes
4:00 p.m. Program Adjourns
Program adjourns at noon on Day 2. This is a 1.5 day training!
Kira Sexton , CPA
Kira has 10 years of professional public accounting experience performing various assurance and general business services for financial institutions, commercial, nonprofit, and manufacturing and distribution entities as well as employee benefit plans. Kira does full-scope and limited-scope audits for financial institutions throughout the state of Indiana, including the review of related internal controls and loan file documentation reviews.
Susan D. Sabo, CPA
Susan is a principal in the firm’s Charlotte, North Carolina office and joined CliftonLarsonAllen in 2020 with more than 20 years of financial services experience. She began her career auditing financial institutions before moving into the financial services industry at small community banks and Fortune 500 companies. Susan has served in a variety of industry roles including controller, chief accounting officer, and business unit CFO.
$425 IBA Members
$350 each additional IBA Member
Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or non-member rates. Surcharge of 100% for Non-Members.
Who Should Attend?
The course is intended for all levels
We're taking the Call Report Preparation training Virtually!
While we may not be able to get together "in person" for this event as originally planned given the circumstances, we know that education/training to stay current and be the best banker you can be is important. That's why we're committed to providing this session and we're taking it online via webinar technology. Same instructor with the same content, but you'll have the ability to join from wherever you're located from the convenience (and safety) of your computer. We look forward to seeing you online!
You will receive your manual 2-3 days in advance should you want to print this to have during training. At this time, you will also receive log in instructions. This is a completely LIVE virtual training where you will be able to ask questions directly to the speaker.
For more information please contact Elizabeth DeHaven via e-mail at firstname.lastname@example.org or call 317-387-9380.
Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. Within two days prior, 50% of the fee is assessed. Refunds are not provided for cancellations 1 day prior or absences on the day of the program. Substitutions are welcome at any time.