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BSA Forward Live: Ask BSA

What Makes a SAR Narrative Usable?

Join Finovifi's BSA expert Katy Balogh for a focused, 15-minute session answering questions submitted in advance by BSA and compliance teams at community banks and credit unions.

Thursday, January 14, 2027
10:00–10:15 a.m. Central / 11:00–11:15 a.m. Eastern

Clear facts. Useful narratives.

Katy will address questions submitted in advance about organizing facts, explaining activity and preparing a SAR narrative for review.

  • Relevant facts

    What facts help explain the activity being described?

  • Clear chronology

    How can a timeline help a reader follow the activity?

  • Review handoffs

    What questions help reviewers identify information that needs clarification?

  • A focused format

    Fifteen minutes of answers to questions selected before the session, followed by a brief resource invitation.

Share your questions when you register

Have a specific question about SAR narrative structure, chronology or review handoffs? Include your question or questions when you register so Katy can prepare practical answers for the session.

Please use general or fictional examples. Do not submit customer-identifying information, account details, SAR information or documents.

A resource for your team

Get the BSA Workflow Review Guide to review one process and identify where additional support may help.