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Location:Virtual Event
Date:November 29, 2023
The instructions and requirements for the Federal Call Report change frequently, with revisions occurring nearly every quarter. This seminar will familiarize participants with the details of recent changes.
In addition, this seminar serves as a refresher course for the Call Report preparation and addresses related accounting principles and regulatory issues that impact the preparation of the Call Report. Participants will receive a detailed review of the most commonly prepared Call Report schedules, and each participant will have an opportunity to review and revisit the entire Call Report preparation process. Attendees are encouraged to come prepared to share their best practice ideas of how to improve a bank’s Call Report presentation process.
Who Should Attend
This live, overview program is designed for new and experienced call report preparers. Any officer or manager who oversees the call reporting process will also benefit from this course.
Delivery Method
Virtual program via Zoom. The presenters will discuss current issues taking the time to answer your questions. The handout material has the detailed information you need for the program, and it will serve as a guide for the day’s discussions.

Amber Choisser, CPA
Amber has over nineteen years’ experience serving financial institutions and has been employed as a public accountant for sixteen years. She is responsible for coordinating and supervising assurance and consulting engagements for financial institutions ranging in size from $60 million to over $1 billion in total assets in Missouri, Illinois, Arkansas, Indiana, Kentucky, and Tennessee. Amber is active in the recruiting process and Summer Experience program for CLA within the St. Louis office and has participated as an instructor in various financial institution training events.

Susan Sabo, CPA
Sabo is the managing principal of CLA’s financial institutions practice across the firm and oversees and directs approximately 300 industry focused associates. She began her career auditing financial institutions before moving into the financial services industry at small community banks and Fortune 500 companies. Sabo has served in a variety of industry roles including controller, chief accounting officer, and business unit CFO. She has been involved in multiple mergers and acquisitions ranging from $150 million to $500 billion with engagement at all stages of the process.

Continuing Education Credit
Attendees qualify for 6.5 hours Continuing Professional Education (CPE) credit in the area of Specialized Knowledge.
Virtual Learning
TBA’s Virtual Live Training option allows for one participant per paid registration. The paid registration gives access to program resources for effective learning. If additional attendees would like access to the program resources (including but not limited to online link/connection, program manuals, and interaction with the facilitator/speaker) an additional paid registration is required. We appreciate your assistance in ensuring that each event participant is registered with TBA and all applicable fees are paid. This will help our organization continue to provide exceptional resources to its members. CPEs and attendance records are kept for all programs. In order to receive documentation for completion of TBA programming, participants must be registered and complete the interactive activities during the Virtual Live program. For more information on virtual attendance, contact Monique White at mwhite@TNBankers.org.
Additional Information
Visit TNBankers.org/general-event-information/events for information on hotels, attire, special needs, cancellation policy, inclement weather policy, continuing education credit information, photo policy, and antitrust policy.