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Call Report Update - All Day Streaming

Take the stress out of Call Reporting and step into confidence for 2026! The Call Report does not have to be intimidating when you have expert guidance, real-world insight, and training designed to make the line items make sense. Join us for an exclusive 6-hour live-streaming event where we break down the latest updates, uncover best practices, and prepare you for the 2026 Call Report filing season. This is not just another regulatory review, it is an information-packed session that turns complex reporting requirements into practical understanding. You will walk away empowered, informed, and ready to lead your institution’s reporting process with confidence and accuracy.

Upcoming
DATE

Thursday, March 26, 2026
10:00 am - 5:00 pm

INSTRUCTOR

Andrea Lambert

FORMAT

Webinar

CREDIT TYPE

6 CPE Credits

$849.00 or 5 Tokens

Includes: 12 months of OnDemand playback access

  • Accounting/Reporting
  • Auditing
  • Commercial/Business Lending
  • Deposit Compliance
  • General Compliance
  • Lending
  • Lending Compliance
  • Reporting
  • Risk Management/Legal
  • Transaction Compliance
  • Board Member
  • Credit Analyst
  • Deposit Operations Manager/Specialist
  • Internal Auditor
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Senior Management
  • Trainer

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Join us for an exclusive 6-hour live-streaming event where we break down the latest updates, uncover best practices, and prepare you for the 2026 Call Report filing season. This is not just another regulatory review, it is an information-packed session that turns complex reporting requirements into practical understanding.

What You'll Learn

  • Shifts in reporting status and their impact on your institution
  • Schedules RI & RC: income, balance sheet, and key fundamentals
  • Schedules RI-A and RI-E: retained earnings and holding company transactions
  • Loan activity reporting in schedules RC-C, RC-M, RC-N, and RC-L
  • Deposit reporting in schedule RC-E, including brokered and reciprocal deposits
  • Appropriate treatment of Other Assets and Other Liabilities
  • Reporting insider loans in schedule RC-M
  • How to risk weight loans in schedule RC-R Part II
  • The importance of accurate loan coding within schedule RC-C

As regulatory updates unfold, the agenda will be adjusted to align with the most current 2026 requirements.

Who Should Attend

This Webinar is Ideal for:

  • Those who prepare, review, or approve the Call Report
  • Accounting and finance professionals 
  • Auditors and examiners seeking deeper Call Report 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 Update - All Day Streaming 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.