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Call Report Lending Schedules Workshop

Do you find it difficult to decipher which call report loan code to use? Unsure where specific loan income belongs? If you have ever found yourself second-guessing your Call Report lending entries, then this is the workshop for you!

Upcoming
Beginner Friendly
DATE

Tuesday, March 24, 2026
2:30 pm - 5:00 pm

INSTRUCTOR

Andrea Lambert

FORMAT

Workshop

CREDIT TYPE

2 CPE Credits

$450.00 or 4 Tokens

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

  • Teller
  • Trainer

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Join us for a 2.5-hour interactive workshop focused on Call Report Lending Schedules, including loan coding, unfunded commitments, insider loans, and more. You will gain practical skills and tools to confidently complete lending schedules and ensure accurate regulatory reporting.

This setting is live and collaborative (cameras on, microphones on) to encourage discussion, peer learning, and real-world scenario sharing. Space is limited to maintain a hands-on learning environment.

What You'll Learn

  • Properly reporting loans in the balance sheet (Schedule RC)
  • Loan income reporting (Schedule RI)
  • Loan classifications by call code, including identifying HVCRE loans (Schedule RC-C)
  • Unused commitments and letters of credit (Schedule RC-L)
  • Insider loan reporting and what to be aware of for proper reporting (Schedule RC-M)
  • Charge-offs and recoveries (Schedule RI-B)
  • Past due and non-accruals (Schedule RC-N)
  • The Allowance for Credit Losses (Schedule RI-C)
Plus:
  • Scenario-based exercises to apply your knowledge
  • Reference tools to support future Call Report filing

Who Should Attend

This workshop is ideal for: 

  • Those who prepare, review or approve the Call Report 
  • Loan operations and credit administration staff
  • Accounting and finance professionals
  • Auditors and examiners seeking deeper loan reporting awareness

Whether you are new to Call Reports or a seasoned expert, you will walk away with sharpened skills, new insights, and increased confidence.

Skill level: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 Lending Schedules Workshop 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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