Kayla Bean, CPA, CRCM

Questioner
DISC Type : c

VP - Director of Internal Audit at Union State Bank - Kansas/Oklahoma

Wichita, Kansas, United States

Overview

Kayla is a Certified Public Accountant and the Director of Internal Audit at Union State Bank. With a strong foundation in public accounting, she specializes in banking and financial services, focusing on financial reporting, risk assessment, and regulatory compliance. She holds a bachelors degree from Emporia State University.

She holds dual certifications as a Certified Public Accountant (CPA) and a Certified Regulatory Compliance Manager (CRCM).

Personality Overview

Cautious & Analytical

Not Easily Convinced

Value Seeker

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Regulatory Compliance
As a Certified Regulatory Compliance Manager (CRCM), she has deep expertise in areas like the Bank Secrecy Act and consumer protection laws within the financial sector.
Internal Audit
In her director role, she focuses on strengthening internal controls, evaluating operational effectiveness, and promoting sound governance practices within the bank.
Financial Reporting
Her career began in external audit and assurance services, giving her a strong foundation in accurate and compliant financial reporting for financial institutions.

Media Appearances

Kayla has no verified media appearances

Work History

12-2023
VP - Director of Internal Audit at Union State Bank - Kansas/Oklahoma
7-2022 - 12-2023
Senior Manager, Assurance Services at Allen, Gibbs & Houlik, L.C.
7-2020 - 7-2022
Assurance Manager at Allen, Gibbs & Houlik, L.C.
5-2016 - 6-2020
Supervisor, Assurance Services at Allen, Gibbs & Houlik, L.C.
1-2016 - 4-2016
Tax Intern at Allen, Gibbs & Houlik, L.C.

Education

2012 - 2015
Bachelor's degree from Emporia State University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Wichita, Kansas, United States Job Level : Senior Designation : VP - Director of Internal Audit at Union State Bank - Kansas/Oklahoma
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Insights For Selling To Kayla

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Back up any claims with data and numbers

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kayla is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Kayla

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kayla move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Kayla take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Kayla

Personality Compatibility


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