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Call Report Preparation 2 Day Streaming

Your Blueprint for Call Report Mastery: Stay Ahead, Stay Compliant, Stay Confident

Upcoming
DATE

Wednesday, February 11, 2026
Thursday, February 12, 2026

INSTRUCTOR

Andrea Lambert

FORMAT

Live Stream

CREDIT TYPE

12 CPE Credits

$1,679.00 or 8 Tokens

Includes: 12 months of OnDemand playback access

  • Accounting/Reporting
  • Auditing
  • Management/Employee Development
  • Reporting
  • Branch Manager
  • Compliance Officer
  • Controller/Accountant
  • Internal Auditor
  • Risk Manager
  • Training Manager
  • Trainer

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The Call Report is not just another regulatory form; it is the heartbeat of your financial institution. It tells your story of financial strength, compliance, and performance.

But let’s face it, between changing instructions, shifting interpretations, and evolving standards, keeping up can feel overwhelming. That is where this training comes in.

Join us for an immersive 2-day live streaming experience designed to turn confusion into clarity. You will gain insider knowledge, real-world techniques, and confidence to approach your next Call Report with precision and ease.

Whether you are a first-time preparer or a seasoned professional, this program gives you the skills, insights, and strategies to master your Call Report from cover to cover.

Why This Training Stands Out

  • Stay Ahead of the Curve: Be the first to understand new, proposed, and revised changes directly affecting Call Reports.
    • Simplify Complexity: Gain practical guidance on everything from line-item reporting to nuanced regulatory requirements.
      • Designed for All Skill Levels: From beginners seeking a solid foundation to experts wanting advanced insights, this training meets you right where you are.

Included Webinars

Series Details

Call Report Preparation Streaming Day 1

Your Blueprint for Call Report Mastery: Stay Ahead, Stay Compliant, Stay Confident

This two-day deep dive gives you a complete, up-to-date roadmap for confident Call Report preparation. You will learn how to:

  • Properly code loans and report overdrafts with accuracy
  • Understand the benefits of the Community Bank Leverage Ratio (CBLR) framework
  • Navigate preparation instructions and regulatory updates with clarity and confidence.

Call Report Preparation Streaming Day 2

Your Blueprint for Call Report Mastery: Stay Ahead, Stay Compliant, Stay Confident

This two-day deep dive gives you a complete, up-to-date roadmap for confident Call Report preparation. You will learn how to:

  • Properly code loans and report overdrafts with accuracy
  • Understand the benefits of the Community Bank Leverage Ratio (CBLR) framework
  • Navigate preparation instructions and regulatory updates with clarity and confidence.

What You'll Learn

This two-day deep dive gives you a complete, up-to-date roadmap for confident Call Report preparation. You will learn how to:

  • Properly code loans and report overdrafts with accuracy
  • Understand the benefits of the Community Bank Leverage Ratio (CBLR) framework
  • Navigate preparation instructions and regulatory updates with clarity and confidence.

Who Should Attend

If you touch the Call Report in any capacity, this training is for you:

  • Preparer, Reviewer, or Signer: Perfect for all experience levels.
  • Loan Officers & Assistants: Gain a deeper understanding of proper loan coding and reporting.
  • Call Report Teams: Stay updated on critical changes to ensure your team is aligned and compliant.

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 Preparation 2 Day Streaming has been approved for 12 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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