Call Report Preparation
| Location: | Virtual Event |
| Date: | October 30, 2024 |
| Early Registration Ends: | October 16, 2024 |
This Call Report seminar will update participants on the frequent changes to the Federal Call Report’s instructions and requirements, which are revised almost every quarter. The session also serves as a refresher course on how to prepare the Call Report, covering related accounting principles and regulatory issues. Attendees will get an in-depth look at the most used Call Report schedules and will be able to review the entire preparation process. Participants are encouraged to come ready to discuss their own best practices for improving the Call Report preparation process.
What you’ll get from this seminar:
• An update on the latest regulatory changes affecting accounting
• A detailed walkthrough of the most frequently used Call Report schedules
• Ideas for best practices in preparing Call Reports
This virtual, 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.
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.
Kira R. Sexton, CPA, MBA
Principal
Sexton has more than 15 years of professional public accounting experience performing various assurance and consulting services for financial institutions and mortgage companies. Kira currently serves financial institutions ranging from $50 million to over $1 billion in total assets in Indiana, Kentucky, Illinois, Ohio, Michigan, Missouri, and Tennessee, and is the leader of CLA’s Indiana Financial Institutions team. She also leads operational excellence, data analytics and employee growth initiatives within the Indianapolis office and firm wide.
Amber Choisser, CPA
Signing Director
Choisser has more than 20 years’ experience working with financial institutions. She is responsible for coordinating and supervising a variety of assurance and consulting engagements for financial institutions ranging in size from $60 million to more than $1 billion in total assets in Missouri, Illinois, Arkansas, Indiana, Kentucky, and Tennessee. Amber also has experience auditing retail trust and title companies.
Attendees qualify for 6.5 hours Continuing Professional Education (CPE) credit in the area of Specialized Knowledge.
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.
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.
