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Call Report: Current Matters and Common Questions

Join us for a 2-hour webinar designed to keep anyone involved with the Call Report informed and prepared. We will cover the latest regulatory updates, examiner expectations, and practical tips to help you ensure accuracy and maintain compliance with confidence.

Upcoming
Thursday, September 25th, 2025
10:00 am - 12:00 pm
Presented by Andrea Lambert
2 CPE Credits
$299.00 or 1 Token

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

  • Accounting/Reporting
  • Auditing
  • Reporting
  • Branch Manager
  • Controller/Accountant
  • Internal Auditor
  • Training Manager
  • Trainer

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Stay informed with the latest regulatory and accounting updates to understand how recent changes and upcoming revisions could affect your reporting. We will discuss how to navigate new regulatory developments impacting the September 30, 2025, reporting period. Additionally, we will address common reporting questions with practical insights based on examiner feedback and industry best practices.

What You'll Learn

  • Upcoming Call Report Changes – FIL 3-2024 revisions and what to expect for the September 2025 reporting
  • Capital Rules – Discussion on the May 2025 report, “U.S. preparing to relax big-bank capital rules” and how potential changes could impact your institution
  • Allowance for Credit Losses – Early examiner insights on how community banks are managing the ACL
  • Loan Coding & Schedule RC-C – Common coding challenges, line-item breakdowns, and tips to improve reporting accuracy
  • Schedule RC-R Part II – Risk Weighting the loan portfolio

Who Should Attend

Whether you are brand new to Call Report preparation or a seasoned expert, this webinar is designed for anyone involved in compiling, reviewing, or signing off on financial reports.

Stay ahead of evolving requirements, sharpen your technical skills, and gain practical reminders to ensure accuracy and compliance. Reserve your spot today!

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

Call Report: Current Matters and Common Questions has been approved for 2 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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