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Call Report Preparation
|Location||Date||Early Registration Deadline|
|Virtual Event||November 18, 2021||November 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.
• 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
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.
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.
9:00 a.m.—Program begins
1:00 p.m.—Program begins
Continuing Education Credit
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/education/events for information on hotels, attire, special needs, cancellation policy, inclement weather policy, continuing education credit information, photo policy, and antitrust policy.