Call Report Preparation

Date:

Sep 18, 2024 to Sep 19, 2024

Location:

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 will be an opportunity to ask questions specific to your situation.

PDF Brochure

Agenda

AGENDA:
8:30 a.m. Registration & Continental Breakfast
9:00 a.m. Program Begins
12:00 Noon Lunch Break 
4:00 p.m. Program Adjourns

Program adjourns at noon on Day 2. No lunch will be served. 

Topics
  •  Overview of call report basics – requirements for filing, deadlines, submitting, review and documentation considerations
  •  Line-item detail review of the Call Report with an emphasis on those areas most pertinent to community banks
  •  Review of form FFIEC 051 and related instructions
  •  Review of Schedule RC-R, Regulatory Capital, and the capital conservation buffer
  •  Recent revisions of the Call Report and the implications
  •  Review of call report general instructions, line item instructions, and other resources
  •  Accounting pronouncements and their effect on the Call Report
  •  Discussions regarding an efficient preparation of the Call Report
  •  Discussion of common errors and their resolution
  •  Sufficient time for questions and answers
Speaker(s)

Amber Choisser, CPA Amber has over nineteen years’ experience working with financial institutions and has been employed as a public accountant for sixteen years. She is responsible for coordinating and supervising a variety of engagements for financial institutions ranging in size from $60 million to $1 billion in total assets in Missouri, Illinois, Arkansas, Indiana, Kentucky, and Tennessee. Amber also has experience auditing retail trust and title companies.

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.

Additional Information

WHO SHOULD ATTEND?
The course is intended for all levels of preparers, experienced and new. The course will validate questions that experienced preparers may have and begin a base of knowledge for the new preparers of the report.

Fees

The following fees include the program, training materials, continental breakfast, lunch and refreshments.

$425 IBA Member
$350 Additional IBA Member

Participation in IBA programs is limited to members, associate members and non-members from an eligible membership category at applicable member or non-member rates. Surcharge of 100% for non-members.

location

This course will be held at the IBA Center for Professional Development, 8425 Woodfield Crossing, Suite 155E, Indianapolis, IN 46240. Directions, a map and a list of local hotels are available at indiana.bank by calling the IBA office at 317-387-9380.

Association Contact

Elizabeth DeHaven
edehaven@indiana.bank
317-387-9380

Cancellation Policy

The IBA will send confirmations as requested for its programs. Please check the appropriate box & include a fax number on the registration form. If you have questions, contact Elizabeth DeHaven via e-mail at EDehaven@indiana.bank or by phone at 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.