2017 Year-End Checklist


As the end of 2017 approaches, it is time to reflect on the successes and challenges faced in the last 10-plus months. For bankers, year-end also means completing various reports and reviews. To help get started, IBAT General Counsel Karen Neeley has prepared her annual year-end checklist. While the list is not intended to fit all situations, it should serve as a great tool to get 2018 started with the right foot forward. We always welcome additions to the list, so please email Kelly Goulart if you have one.