Loading Events
  • This event has passed.
LocationDateEarly Registration Deadline
Virtual EventNovember 18, 2021November 4, 2021
The in-person event on November 2 has been canceled. TBA will hold the virtual event on November 18. Contact Monique White for more information.
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.
Participants will receive:

• Review of the most recent accounting regulatory changes
• Updated and detailed review of most commonly prepared Call Report schedules
• Best practice ideas to apply to Call Report preparation

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
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
Kira Sexton has more than 10 years of professional public accounting experience performing assurance and consulting services for financial institutions. She 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 Clifton Larson Allen’s (CLA) Indiana Financial Institutions team. Sexton also leads operational excellence, data analytics and employee growth initiatives within the Indianapolis office and firm wide.

Susan Sabo, CPA
Susan Sabo is a principal in the firm’s Charlotte, N.C., office and joined Clifton Larson Allen (CLA) 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. 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 of sizes ranging from $150 million to $500 billion with engagement at all stages of the process.

8:30 a.m.—Registration
9:00 a.m.—Program begins
1:00 p.m.—Program begins
4:00 p.m.—Adjourn

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/education/events for information on hotels, attire, special needs, cancellation policy, inclement weather policy, continuing education credit information, photo policy, and antitrust policy.