Southwest Florida - Business Financial Statements - A Banker's Perspective (SW082114)

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REGISTRATION STATUS: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (850) 224-2727 or (800) 342-3197 if you wish to inquire about registering.

Date:Thursday, August 21, 2014
Time:3:30pm - 6:30pm (Registration at 3:00pm )
City:Ft. Myers
Facility:Hilton Garden Inn Ft. Myers, Ft Myers
CPE Credit:2 Accounting and Auditing
Vendor:Florida Institute of CPAs (chapter)
Subject:Accounting, Economics


Business Financial Statements - A Banker's Perspective
Presented by Bonnie Bolton, Area Manager for JP Morgan Chase Bank
CPE: 2 A&A

This seminar will provide insight as to what bankers look for when providing financial statements to financial institutions.

Bonnie Bolton serves as the Area Manager for JP Morgan Chase Bank, managing a team of nine employees covering the Southwest Florida Market. Her team handles businesses with annual revenues up to $25 million and loan needs up to $10 million or more. Bonnie is experienced in all aspects of banking, from teller services to asset management and commercial lending.

Bonnie’s career in banking began over 30 years ago at a small savings & loan in Leesville, LA. She has previously worked for the FDIC in Dallas before joining JP Morgan Chase Bank.

Bonnie was recognized by JPMC as one of the Volunteers of the Year for 2011 resulting in a $500 grant to the Council on Alcoholism and Drug Abuse and in 2012 was recognized by receiving the Community Gem award for Shreveport-Bossier City.

Event Schedule
Registration: 3:00
CPE: 3:30 - 5:30
Dinner: 5:30 - 6:30


Register by Phone
Call Member Services at (800) 342-3197.

Register By Mail
Not paying online? Use our check remit form to pay for your event by check. This form contains our mailing address and payment instructions.

Mail your reservation payment to:
Florida Institute of CPAs
P.O. Box 5437
Tallahassee, FL 32314-5437
Please make checks payable to: FLORIDA INSTITUTE OF CPAs

Include with payment:
Event Name:
Member Number:
Meal Choice (if applicable):

Chapter Registration Contact
Stacy Carlson, CPA

Cancellation & Refund Policy
Cancellations on chapter events will be accepted up to 3 business days prior to the event and will receive a full refund.

Please Note:
Cancellations must be made through the FICPA Member Service Center at (800) 342-3197. Cancellations cannot be processed via the website.

Save the Date
September 19, 2014: Round table discussion at FGCU
October 16, 2014: Fraud Protection and Prevention, Fort Myers Location
November 2014: TBA

Regular Price: $30 FICPA Members, $35 Non-Members