Loading...

Call Report Current Matters and Looking Ahead Into 2026

The Call Report is not just a quarterly requirement, it is a direct reflection of your bank’s financial health, and examiners are paying attention.

OnDemand
DATE

Recorded Friday,
December 12, 2025

INSTRUCTOR

Andrea Lambert

DURATION

2 Hours

FORMAT

Webinar

CREDIT TYPE

2 CPE Credits

$299.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Auditing
  • Reporting
  • Controller/Accountant
  • Internal Auditor
  • Risk Manager
  • Senior Management
  • Training Manager
  • Trainer

Save on annual training costs with our Webinar Subscription Service and share webinars across your entire organization.

Become a subscriber

Learn about upcoming events, webinars and discounts.

Sign Up For Email Notifications

This 2-hour, fast-paced webinar will give you the clarity, confidence, and up-to-date knowledge you need to tackle today’s reporting challenges and get ahead of tomorrow’s changes. Emerging regulatory matters will be integrated throughout the session to ensure you leave with the most current insights.

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

What You'll Learn

  • Learn the latest regulatory updates and how they apply to your institution
  • Anticipate upcoming 2026 changes before they arrive
  • Are you ready for your next regulatory examination? – Discussion on items to consider and questions to ask in preparation for your next review
  • FIL 30-2025: Proposed revisions to Call Report forms and instructions for the December 31, 2025, reporting period
  • Brokered Deposits – Reporting within Schedule RC-E and recent updates to Primary Purpose Exceptions (PPE)
  • Loan Coding & Schedule RC-C – Common coding challenges, line-item breakdowns, and tips to improve reporting accuracy

Who Should Attend

This webinar is designed for anyone involved in Call Report preparation, review, or sign-off - whether you are new to the process or a seasoned expert.

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 Looking Ahead Into 2026 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.

Print this page