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2025 Call Report Preparation: 2 Day Streaming

Stay ahead of the curve by understanding proposed and updated regulatory changes. This training will help you demystify the reporting process by teaching practical strategies for accurate and efficient reporting. Whether you're just starting out or reviewing the final product, this training is designed to accommodate all levels of experience.

Live Stream
September 11, 2025
September 12, 2025
Presented by Andrea Lambert
12 CPE Credits
$1,679.00 or 6 Tokens

Includes: 12 months of OnDemand playback access

  • Accounting/Reporting
  • Auditing
  • Management/Employee Development
  • Reporting
  • Branch Manager
  • Compliance Officer
  • Controller/Accountant
  • Internal Auditor
  • Risk Manager
  • Senior Management
  • Training Manager
  • Trainer

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Call Report preparation is high-stakes work—what you submit reflects your institution’s financial condition, risk profile, and regulatory standing. With evolving rules and constant changes, accuracy is key.

This 2 day live streaming event is your opportunity to sharpen your skills, stay up to date, and gain the confidence to tackle even the most complex parts of the Call Report with ease.

Follow along using your institution’s most recent Call Report or a blank FFIEC form. This hands-on approach reinforces what you learn and helps you apply it immediately. Reserve your spot today and take the stress out of Call Report season.

Included Webinars

  • 2025 Call Report Preparation Streaming - Day 1
  • 2025 Call Report Preparation Streaming - Day 2

Series Details

2025 Call Report Preparation Streaming - Day 1

Tentative schedule:

  • Why File A Call Report
  • A Look at Which Report to File
  • Shifts in Reporting Status
  • Discussion on the most recent regulatory information impacting the Call Report

Anchor Schedules:

  • RC – Balance Sheet
  • RI – Income Statement

Income Statement Schedules:

  • RI-A – Changes in Bank Equity Capital
  • RI-B – Charge-Offs and Recoveries
  • RI-C – Allowance for Credit Losses
  • RI-E – Explanations

Balance Sheet Schedules:

  • RC-A – Cash and Due from Banks
  • RC-B – Securities
  • RC-C – Loans
  • RC-E – Deposits

2025 Call Report Preparation Streaming - Day 2

Tentative schedule:

Balance Sheet Schedules:

  • RC-F – Other Assets
  • RC-G – Other Liabilities
  • RC-K – Quarterly Averages
  • RC-L – Derivatives and Off-Balance Sheet Items
  • RC-M – Memoranda
  • RC-N – Past Dues and Nonaccruals
  • RC-O – Insurance Assessments
  • RC-P – 1-4 Family Residential Mortgage Bank Activities
  • RC-Q – Assets and Liabilities Measured at FV on a Recurring Basis
  • RC-R – Regulatory Capital
  • RC-S – Servicing, Securitization and Asset Sales Activities
  • SU – Supplemental Information

What You'll Learn

  • How to code loans correctly and report overdrafts
  • Advantages of opting into the Community Bank Leverage Ratio (CBLR) framework
  • General instructions, recent revisions, and what is coming next

Who Should Attend

This training is designed for anyone involved in the Call Report process, including preparers, reviewers, signers, loan officers, assistants, accounting and finance professionals, and full Call Report teams.

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 Preparation: 2 Day Streaming has been approved for 12 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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