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Mastering Capital Transactions & Schedule RI-A: Elevate Your Call Report Expertise

Are capital transactions leaving you puzzled? Accurate financial reporting isn’t just a regulatory requirement. It’s the backbone of institutional integrity. Join us for an exclusive 90-minute webinar that demystifies capital transactions and empowers you to navigate Schedule RI-A: Changes in Bank Equity Capital with confidence.

OnDemand
DATE

Recorded Wednesday,
October 8, 2025

INSTRUCTOR

Andrea Lambert

DURATION

1 Hour 30m

FORMAT

Webinar

CREDIT TYPE

1 CPE Credits

$299.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Auditing
  • Reporting
  • Risk Management/Legal
  • Bank Legal Counsel
  • Board Member
  • Branch Manager
  • Controller/Accountant
  • Internal Auditor
  • Risk Manager
  • Senior Management
  • Training Manager
  • Trainer

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From the complexity of mergers and acquisitions to the nuances of issuing new shares, capital transactions demand attention to detail. This session will provide actionable insights to help you tackle even the most infrequent or complex scenarios with ease.

For any call report preparers and reviewers, this session can be your go-to toolkit for accuracy and efficiency. For any executives and approvers, this session will help you gain confidence in the numbers you’re signing off on.

What You'll Learn

  • The Power of Precision: Discover why accurate reporting is essential and how changes in reporting status can impact your institution
  • Cracking the Code of Capital Transactions: Explore the differences between equity and debt capital transactions, and how to handle each with finesse
  • Step-by-Step Mastery of Schedule RI-A: We’ll guide you through a line-by-line review, helping you uncover hidden complexities and avoid common pitfalls
  • Real-World Scenarios, Real-World Solutions: Learn how to handle prior period adjustments, branch acquisitions, dividend declarations, and more
  • The “What-Ifs” of Capital Transactions: Tackle uncommon but critical events like stock options, adjustments for accumulated other comprehensive income, and changes due to mergers.

Who Should Attend

This session is ideal for call report preparers and reviewers, as well as executives and approvers.

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

Mastering Capital Transactions & Schedule RI-A: Elevate Your Call Report Expertise has been approved for 1 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.