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Elevate Your Call Report Accuracy: Master Schedules RC and RI for Reliable Reporting

Are you ready to sharpen your Call Report skills and eliminate costly errors? The foundation of an accurate Call Report starts with Schedules RC (Balance Sheet) and RI (Income Statement). These two schedules are more than just line items – they are the bedrock of your entire report. Errors here can lead to inaccuracies throughout, so understanding these schedules thoroughly is key to mastering the Call Report.

Upcoming
Friday, January 17th, 2025
10:00 am - 12:00 pm
Presented by Andrea Lambert
2 CPE Credits
$299.00 or 1 Token

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

  • Accounting/Reporting
  • Auditing
  • Reporting
  • Branch Manager
  • Controller/Accountant
  • Internal Auditor
  • Risk Manager
  • Senior Management
  • Training Manager
  • Trainer

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Join us for an exclusive, interactive webinar where you’ll gain insider knowledge on what exactly belongs in each line item of Schedules RC and RI, so you can report with confidence. Avoid costly mistakes as we highlight common pitfalls that trip up even experienced preparers and provide tips for avoiding them to keep your reports flawless.

Call Report preparation is a multifaceted task that demands a deep understanding of bank accounting, regulatory requirements, and various banking operations. This session will help you build your expertise for future success. Mastering RC and RI isn’t just about accuracy today – it’s about laying a strong foundation for every future schedule.

Don’t leave your Call Report accuracy to chance. Join us to turn these essential schedules into your biggest advantage for a reliable, compliant, and efficient reporting process. Reserve your spot now and make your Call Reports a source of confidence, not stress!

What You'll Learn

  • When to reclassify negative account balances
  • Deciphering what to do with unposted loans and deposits at quarter-end reporting period
  • What to include in the Allowance for Credit Losses
  • Reporting loan income by type code and what to include and exclude
  • Major categories of non-interest expense items and what to include in each category
  • Allocating non-interest income and expense items for further reporting in Schedule RI-E

Who Should Attend

Whether you are a newcomer or a seasoned professional, this program offers value to anyone involved in preparing, reviewing, or signing a Call Report.

Field of Study:Accounting

Skill level:Basic

Prerequisites:None

Advanced Preparation: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

Elevate Your Call Report Accuracy: Master Schedules RC and RI for Reliable Reporting 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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