Event Calendar

Thursday, June 2, 2022

Interpreting Call Reports for the Board Webinar

Start Date: 6/2/2022 1:00 PM MDT
End Date: 6/2/2022 2:30 PM MDT

Event Website: https://financialedinc.com/interpreting-call-reports-for-the-board

Organization Name: Independent Bankers of Colorado

Maelynn Lewis
Email: mlewis@ibcbanks.org
Phone: (720) 607-7937

Your institution invests a lot of time and effort into the Call Report. Think beyond your regulators and use the information and resources from this webinar to transform your Call Report into a useful tool for meaningful business decision-making for management and the board. This informative session will cover Call Report basics, including an overview of the information included, why the Call Report is important, and what the board needs to know to sign off each quarter. You’ll learn about recent Call Report changes, upcoming accounting standards changes, and the impacts of loan classification and asset risk weighting. While focusing on these key elements, this timely session will also highlight how the information can be leveraged for strategic planning.

  • Understand the importance of the Call Report
  • Explain the impacts of recent Call Report revisions, proposals, and accounting pronouncements
  • Describe the impact of loan classification
  • Define the effects of asset risk-weighting on regulatory capital and strategic planning
  • Identify public Call Report data resources and how to use them to affect meaningful business decision-making at your institution
  • List of resources to help develop your own approach to enhance the board’s understanding of the Call Report and use it for meaningful decision-making
  • Employee training log
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits
This informative session is designed for directors and staff who work with the board on governance and strategic planning, such as CEOs, chief lending officers, CFOs, and chief operating officers.
Things That Keep Boards Up at Night, Wednesday, July 20, 2022
BSA Essentials for the Board & Senior Management, Thursday, November 17, 2022
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only.
Kira R. Sexton, CPA, MBA, CLA
Kira Sexton has over 10 years of professional public accounting experience, performing various assurance and consulting services for financial institutions. Kira currently serves financial institutions ranging from $50 million to more than $1 billion in total assets in multiple states. She is the leader of CLA’s Indiana financial institutions team. She also leads operational excellence, data analytics, and employee growth initiatives within CLA Indiana and firm wide. Kira attended Indiana University and received bachelor’s degree in accounting and master’s degree in business administration. She is a member of the American Institute of Certified Public Accountants (AICPA) and several other professional organizations.  

1. Live Webinar Includes
  • Unlimited connections within your institution to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Presenter’s contact info for follow-up
 2. On-Demand Webinar Includes
  • Recording of the Live Webinar
  • Available two business days following Live date
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your institution
  • Presenter’s contact info for follow-up
3. Purchase the BOTH Option to receive all the benefits listed above! Full registration descriptions can be found here.