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Call Report: Current Matters and Common Questions

The Call Report is one of the first places examiners look—and it’s also one of the quickest ways small issues can turn into major exam findings. With regulatory expectations constantly shifting and new guidance emerging, staying current isn’t optional.
Upcoming
DATE

Friday, June 26, 2026
11:00 am - 1:00 pm

INSTRUCTOR

Andrea Lambert

FORMAT

Webinar

CREDIT TYPE

2 CPE Credits

$299.00 or 1 Token

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

  • BSA
  • Compliance
  • General Compliance
  • Lending
  • Lending Compliance
  • Mortgage Lending
  • Compliance Officer
  • Controller/Accountant
  • Internal Auditor
  • Risk Manager
  • Senior Management

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This fast-paced, 2-hour webinar is built for real-world Call Report challenges. You will gain timely regulatory insight, clear explanations, and practical takeaways you can use immediately.

Emerging issues and proposed changes will be integrated throughout the session, so you are not just keeping up, you are staying ahead. Walk away better prepared for your next filing, your next exam, and the questions regulators are already asking.

What You'll Learn

Key Topics Include:

  • Are you ready for your next regulatory examination?
  • Discussion on items to consider and questions to ask in preparation for your next review.
  • FIL 55-2025, Proposed Changes to the Community Bank Leverage Ratio (CBLR) Framework
  • FIL 56-2025, Streamlining the Call Report
  • OCC Bulletin 2025-24 Examinations, Frequency and Scope for Community Banks
  • Brokered Deposits Back in Focus
  • A look at the bipartisan bills advanced by the House Financial Services Committee Reporting and what this means for Call Reporting purposes. A discussion of recent updates to Primary Purpose Exceptions (PPE)
  • Top Call Report Questions for Early 2026
  • The most common questions raised in the first two quarters of 2026, along with clear and practical solutions.

As new Call Report topics emerge, they will be added to the agenda to ensure attendees receive the most current guidance impacting the Call Reporting process.

Who Should Attend

Anyone involved in Call Report preparation, review, or sign-off.

Skill level:None

Andrea Lambert

Instructor Bio

Andrea Lambert is currently lending her skills as Senior Call Report Consultant and 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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