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2025 Call Report: Common Exam Issues

Join us for a 90-minute webinar designed to provide valuable insights into the interconnected nature of Call Reporting and the Report of Examination (ROE). This session will explore common findings from regulatory exams and discuss effective strategies for resolving these issues.

Upcoming
Friday, June 13th, 2025
10:00 am - 11:30 am
Presented by Andrea Lambert
1 CPE Credits
$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Auditing
  • Lending
  • Reporting
  • Compliance Officer
  • Consumer Lender/Retail Banker
  • Controller/Accountant
  • Credit Analyst
  • Internal Auditor
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Senior Management
  • Training Manager
  • Trainer

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In our new political and regulatory climate, management items requiring attention or formal actions are still common. Reactions occur within the institution’s customer base or portfolio to prior or new economic turbulence.

Leading into 2025, each of the regulatory agencies either had already toughened their examination escalation procedures or was in the process of doing so. The examination and review of a financial institution often results in comments regarding the Call Report.

Lately, examiner scrutiny is focused on accurate regulatory reporting as it is impacted by loan classification, allowances, liquidity reporting, and other re-classifications that trickle down to the Call Report. Participants will gain practical tips on how to either avoid or address exam comments efficiently and document the institution’s prompt responses.

From Call Report beginner, to auditor, to seasoned reporter, any level attendee will benefit from best practice discussions.

What You'll Learn

  • Designation and training of reporting personnel
  • Accuracy of books and records
  • Credit risk management including identification of non-accrual loans
  • Appropriate and adequate allowance for credit losses
  • Requirement for independent third-party review
  • Intangible assets
  • Concentration of credit monitoring based on loan codes
  • Materiality for amended Call Reports
  • Call Report workpapers
  • Documenting amended Call Reports
  • Books and records program or Call Report policies and procedures
  • Sustainable reporting throughout the institution
  • Training
  • Exam response tracking

Who Should Attend

Whether you’re looking to enhance your understanding of the exam process or seeking guidance on compliance with regulatory expectations, this webinar will equip you with the knowledge needed to navigate these critical aspects of your institution’s operations.

Field of Study:Accounting

Skill level:Basic

Prerequisites:None

Advanced Preparation:None

Andrea Lambert

Instructor Bio

Andrea Lambert is currently lending her skills as a trainer and consultant as a member of the 3PR staff. Andrea has over 20 years of banking experience with a broad range of financial and operational skills. She began her banking career as a part-time teller and bookkeeper as she completed her B.S. in Finance from Illinois State University. In 2005, she started a seven-year career with the Office of the Comptroller of the Currency as an associate national bank examiner, becoming familiar with rules and regulations, best practices, and success strategies as they relate to the call report process and the banking industry as a whole. In 2012, Andrea filled the cashier position at a local community bank. During the ten years she worked there, she was responsible for ensuring the accuracy of various operational components of the bank, with a focus on call report preparation.

Continuing Education Credit Information

2025 Call Report: Common Exam Issues has been approved for 1 CPE credits. Credits are redeemable for Live attendance only.

OnCourse Learning is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Students can contact OnCourse Learning via email at support@oncourselearning.com to lodge complaints or issues.

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