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With bank resources always in demand, this session will help preparers and reviewers focus on efficiency, accuracy, and proper documentation when preparing their quarterly Call Reports. Session highlights will include creating strong and easy-to-follow supporting documentation, ideas for improving the speed and accuracy of your Call Report process, reviewing for common errors, ensuring consistency between Call Report schedules, and tips for transitioning Call Report preparation to new staff members.
HIGHLIGHTS
Tips for improving your Call Report process
Ideas for ensuring Call Report consistency and accuracy
Reviewing and auditing the Call Report for errors
Ideas for training new Call Report preparers
Answers to frequently asked preparer questions
TAKE-AWAY TOOLKIT
Employee training log
Quiz you can administer to measure staff learning and a separate answer key
Attendance verification for CE credits provided upon request.
WHO SHOULD ATTEND? Call Report preparers and reviewers and bank management.
ABOUT THE PRESENTER – Amanda C. Garnett, CPA, CFSA, CliftonLarsonAllen LLP joined in 2005 and is a manager in the Financial Institutions Group in the Peoria, Illinois office. She provides client services in the areas of financial statement audits, internal audits, regulatory reporting, tax compliance, and consulting for financial institutions ranging from $10 million to $5 billion in assets. Amanda oversees coordination and delivery of tax services for community bank clients served out of CLA’s downstate Illinois and Missouri offices. She has extensive expertise in federal tax compliance, state tax issues, tax planning, mergers and acquisitions, and FDIC-assisted transactions. In addition to tax services, Amanda performs consulting services and training for financial institutions across the country in the areas of financial and regulatory reporting including Call Report preparation.
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