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.
ABOUT THE PRESENTER – Amanda C. Garnett, CPA, CFSA, CliftonLarsonAllen LLP
Amanda Garnett joined CliftonLarsonAllen LLP 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.
This informative session is designed for Call Report preparers and reviewers, bank management, and board members responsible for overseeing the bank’s capital.
This webinar is being hosted through a national webinar provider. Wisconsin state law will not be addressed.
Wednesday, December 7, 2016 2:00 PM - 3:30 PMCentral Time
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