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2025 Call Report Update: All-Day Streaming

Get ready to elevate your Call Report expertise with our exclusive six-hour live-streaming webinar! This isn’t just a routine update – it’s a powerful experience crafted to keep you at the forefront of financial reporting.

Upcoming
Thursday, March 20th, 2025
9:00 am - 4:00 pm
Presented by Andrea Lambert
6 CPE Credits
$849.00 or 4 Tokens

Includes: 12 months of OnDemand playback access

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

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Picture yourself navigating recent changes with confidence, supported by industry experts who make complex regulations not only understandable but actionable. This interactive session is your chance to gain insider knowledge, learn best practices, and walk away ready to tackle any reporting challenge with ease.

During the webinar, specific schedules will be thoroughly examined, including the fundamental reporting requirements for Schedule RI and Schedule RC. Additionally, various other schedules and reporting items that tend to generate questions or result in common errors will be addressed. This comprehensive approach ensures that participants gain a clear understanding of these critical reporting elements.

Don’t miss this opportunity to transform the way you approach the Call Report – reserve your spot and lead the way in financial excellence!

What You'll Learn

  • Schedules RI-A and RI-E adjustments to retained earnings and transactions with holding companies
  • Reporting loan activities in Schedule RC-C, RC-M, RC-N, and RC-L
  • Reporting deposits in Schedule RC-E, to include brokered, reciprocal, and sweep arrangements
  • Accurately reporting other assets and other liabilities
  • Reporting average balances in Schedules RC-K and RC-O
  • A look at extensions of credit in Schedule RC-M
  • Risk weighting loans with a targeted look at those loans included in the Residential Mortgage Exposure group
  • Loan coding coverage with a focus on areas that create questions
  • Eligibility under the CBLR framework with reduced RC-R reporting
  • A summary of the reporting impact and the implementation timelines for new Accounting Standards Updates (ASU) related to the following will be discussed:
    • ASU 2022-03 Fair value measures for equity securities with contractual restrictions
    • ASU 2023-08 and Staff Accounting Bulletin No 121 on Crypto-Asset safeguarding obligations
    • Reporting estimated uninsured deposits under FIL 54-2023 and FIL 37-2023
    • FIL 3-2024: Proposed revisions for the September 2025 reporting period

Who Should Attend

This program offers value to anyone involved in preparing, reviewing, or signing a Call Report, whether they’re newcomers or seasoned professionals.

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 Update: All-Day Streaming has been approved for 6 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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