Oct 8, 2026
Account reconciliations may be one of the most routine processes in a community bank, but they are also one of the most important. Weak, incomplete, or poorly documented reconciliations can lead to inaccurate financial statements, Call Report errors, unresolved differences, fraud risk, audit findings, and regulatory criticism. Understanding reconciliation requirements means cleaner audits and fewer exceptions!
Thursday, Oct 8, 2026
2:30 pm - 5:00 pm EST
This interactive 2.5 hour workshop begins with a focus on basic information, refining skills and establishing reconciliation processes. Then participants break into a workshop environment where they can work through problems and issues together.
Perfecting Account Reconciliations is a practical, community bank-focused webinar designed to help bankers strengthen the entire reconciliation process, from preparation and review through exception resolution, documentation, and management oversight.
We will explore the direct relationship between reconciliations and the accuracy of the bank's financial statements and regulatory Call Reports, including how unreconciled items, improper classifications, stale items, and unsupported balances can flow into regulatory reporting errors.
The class will also put reconciliations into context within the bank's broader internal control framework. A well-designed reconciliation process provides one of the foundational controls for safeguarding assets, maintaining reliable books and records, detecting errors or unusual activity, supporting segregation of duties, and demonstrating effective financial and operational oversight.
WHAT YOU'LL LEARN
Lauren Sparks
Trainer
With a career spanning 40+-years as a community banker and banking regulatory risk management consultant, Lauren Sparks is an accomplished advocate for community banks and women’s financial services leadership. In her career Ms. Sparks held positions in community banks that ranged from teller to Investment Officer, Loan Officer, and Cashier. She founded a women-owned, women-led denovo community bank and served as CEO and Chairman of the Board. In risk management consulting, Ms. Sparks moved to bank consulting firms at a local level, and then to a national level where as a Director she specialized in troubled banks and fintech. In 2009, Ms. Sparks formed 3PR, Inc., a woman-owned consulting firm specializing in community banks and financial service firms where she serves as CEO. 3PR serves more than 50 community banks at any given time and has been a preferred vendor for one of the world’s largest software providers.
She has edited the Reference Guide for Regulatory Compliance Manual (RGRC) for the American Bankers’ Association (ABA). Ms. Sparks is a founder of the Houston chapter of the Association of Certified Anti-Money Laundering Specialists (ACAMS) and is a Certified Anti-Money Laundering Specialist (CAMS), Certified Regulatory Compliance Manager (CRCM), and has been an Accredited ACH Professional (AAP).
Andrea Lamber
Sr. Call Report Consultant
Andrea Lambert is currently lending her skills as Senior Call Report Consultant and member of the 3PR staff. Andrea has over 20 years of banking experience with a broad range of financial and operational skills. She began her banking career as a part-time teller and bookkeeper as she completed her B.S. in Finance from Illinois State University. In 2005, she started a seven-year career with the Office of the Comptroller of the Currency as an associate national bank examiner, becoming familiar with rules and regulations, best practices, and success strategies as they relate to the call report process and the banking industry as a whole. In 2012, Andrea filled the cashier position at a local community bank. During the ten years she worked there, she was responsible for ensuring the accuracy of various operational components of the bank, with a focus on call report preparation.
WHO SHOULD ATTEND?
This webinar is designed for community bank personnel involved in preparing, reviewing, overseeing, or relying upon account reconciliations, including Controllers and Chief Financial Officers, Accounting and finance personnel, Call Report and regulatory reporting personnel, Operations officers and staff, Deposit and loan operations personnel, Internal auditors, Compliance and risk management personnel, Information technology and information security personnel responsible for system interfaces, Department managers responsible for general ledger accounts, Senior management as well as Audit committee members and others responsible for financial oversight.
Whether your bank is looking to formalize its reconciliation program, address recurring exceptions, improve Call Report accuracy, strengthen internal controls, or simply confirm that current practices meet expectations, this session will provide practical guidance for turning account reconciliations into a stronger and more reliable control process.
Live Webinar - $450.00
Available Upgrades
**100% surcharge applied to non-members.
| Susan Clark | Silvia Regalado | |
| Professional Development Coordinator | Professional Development Coordinator | |
| o: 317-387-9380 | o: 317-387-9380 | |
| d: 317-333-7169 | d: 317-333-7170 | |
| sclark@indiana.bank | sregalado@indiana.bank |