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Call Report Preparation - Day 1

Your Blueprint for Call Report Mastery: Stay Ahead, Compliant and Confident Make the Most of Your Training - We want you to succeed! Bring your recent Call Report or print a blank FFIEC form for your institution to follow along. This hands-on approach ensures you leave with not just knowledge but the confidence to apply it effectively.
Upcoming
DATE

Thursday, September 10, 2026
10:00 am - 5:00 pm

INSTRUCTOR

Andrea Lambert

FORMAT

Live Stream

CREDIT TYPE

6 CPE Credits

  • Accounting/Reporting
  • Auditing
  • Commercial/Business Lending
  • Compliance
  • Deposit
  • Deposit Accounts
  • Deposit Compliance
  • General Compliance
  • Lending
  • Lending Compliance
  • Management/Employee Development
  • Mortgage Lending
  • Reporting
  • Risk Management/Legal
  • Commercial Lender
  • Compliance Officer
  • Consumer Lender/Retail Banker
  • Controller/Accountant
  • Deposit Operations Manager/Specialist
  • Internal Auditor
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Mortgage Lender
  • Risk Manager
  • Senior Management

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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.

What You'll Learn

  • What You'll Learn to be Added.
  • Bullet Point
  • Bullet Point
  • Bullet Point
  • Bullet Point

    • 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:

    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 Preparation - Day 1 has been approved for 6 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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