Aug 30, 2021 to Aug 31, 2021
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 & Continental Breakfast
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!
Attendees are encouraged to bring the Call Report to refer to during discussion.
Kira Sexton, CPA, MBA
Kira has more than 10 years of professional public accounting experience performing assurance and consulting services for financial institutions. Kira currently serves financial institutions ranging from $40 million to over $1 billion in total assets in Indiana, Kentucky, Illinois, Missouri, and Tennessee, and is the leader of CLA’s Indiana Financial Institutions team. Kira also leads operational excellence, data analytics and employee growth initiatives within the Indianapolis office and firm wide.
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.
Who Should Attend: The course is intended for those who prepare the call report.
Prerequisites: None
Program Level: Basic
Advanced Preparation: None
Delivery Method: Group Live
Fields of Study
Finance 3.0
Specialized Knowledge 6.0
The Indiana Bankers Association 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.
The following fees include the program, training materials, continental breakfast, lunch and refreshments:
$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.
IBA Center for Professional Development
8425 Woodfield Crossing, Suite 155E
Indianapolis, IN 46240
Directions, a map & list of local hotels are available by calling the IBA office at 317-387-9380.
For more information please contact Elizabeth DeHaven via e-mail at edehaven@indiana.bank 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.
If IBA needs to cancel or reschedule, we will contact the registrant by email immediately and provide an opportunity to reschedule. Full refunds will be provided to registered course participants if the course is cancelled or if participants are unable to attend the rescheduled event.
Concern Resolution Policy
Indiana Bankers Association will make every effort to provide the best training courses possible. In the event participants are not completely satisfied with the your experience and wish to file a concern, please contact the Indiana Bankers Association at 317/387-9380 within 10 business days of the event.