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Call Report Lending Schedules Workshop

Ready to Finally Feel Confident About Lending Schedules? Stop guessing. Start understanding. Report your lending schedules with clarity—and confidence.
Upcoming
DATE

Friday, August 21, 2026
11:00 am - 1:30 pm

INSTRUCTOR

Andrea Lambert

FORMAT

Workshop

$450.00 or 4 Tokens

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

  • Accounting/Reporting
  • Auditing
  • Lending
  • Reporting
  • Commercial Lender
  • Compliance Officer
  • Consumer Lender/Retail Banker
  • Controller/Accountant
  • Credit Analyst
  • Internal Auditor
  • Loan Operations Manager/Specialist
  • Risk Manager
  • Senior Management

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Do you second-guess which Call Report loan code to use?
Unsure where loan income really belongs?
Wondering if your residential mortgages are sitting in the correct risk weighting bucket?

If you have ever paused, second-guessed, or said “I think this is right” while working through your loans and lending schedules, this workshop is for you!

What This Workshop Delivers

This 2.5-hour hands-on workshop is built to eliminate uncertainty in Call Report lending schedules.
We break down loan coding, classifications, risk weighting, unfunded commitments, and allowances in a clear and practical way. We will analyze real world examples and discuss common pain points, compare peer approaches, and provide you with practical tools to take with you.

Limited spots are available to keep the workshop interactive and engaging.

What You'll Learn

By the end of the workshop, you will be able to confidently handle:

  • Balance Sheet Loan Reporting
    Schedule RC – Properly reporting loans in the Report of Condition
  • Loan Income Reporting
    Schedule RI – Putting loan income in the right place, every time
  • Loan Classifications & Call Codes
    Schedule RC-C – Including identifying and reporting HVCRE loans
  • Risk Weighting Made Clear
    Schedule RC-R Part II – Allocating loans to the correct risk-weight buckets
  • Unused Commitments & Letters of Credit
    Schedule RC-L – What to report and how
  • Insider Loan Reporting
    Schedule RC-M – What examiners expect and common pitfalls to avoid
  • Charge-Offs & Recoveries
    Schedule RI-B – Getting the timing and reporting right
  • Past Due & Nonaccrual Loans
    Schedule RC-N – Accurate aging and classification
  • Allowance for Credit Losses (ACL)
    Schedule RI-C – Understanding how loans flow into the allowance

Who Should Attend

This workshop is ideal for anyone involved in preparing, reviewing, or approving loan-related Call Report data, including: New Call Report preparers looking for a strong, practical foundation Experienced professionals wanting to sharpen skills and eliminate gray areas Reviewers and approvers who want deeper insight into lending schedules and common errors Even seasoned experts benefit from the scenario discussions. Newer staff gain confidence through hands-on learning. Everyone walks away stronger.
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.

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