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The Secrets to Regulatory Reporting in RC-R - Part 1

Marketing Description to be Added
Upcoming
DATE

Tuesday, September 1, 2026
2:30 pm - 4:30 pm

INSTRUCTOR

Andrea Lambert

FORMAT

Workshop

CREDIT TYPE

2 CPE Credits

$450.00 or 4 Tokens

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

  • Accounting/Reporting
  • Auditing
  • Compliance
  • General Compliance
  • Lending
  • Lending Compliance
  • Management/Employee Development
  • Mortgage Lending
  • Reporting
  • Risk Management/Legal
  • Board Member
  • Compliance Officer
  • Controller/Accountant
  • Internal Auditor
  • Loan Operations Manager/Specialist
  • Mortgage Lender
  • Risk Manager
  • Senior Management

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Confused by capital ratios? Risk allocations got you spinning?

Take charge with this two-part series and crush your Call Report challenges! This focused and detailed event dives deep into Schedule RC-R, giving you the tools and confidence to navigate even the trickiest aspects of regulatory capital reporting. Clear the confusion, streamline your process, and elevate your expertise!

What You'll Learn

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

    Call Report preparers, reviewers, and signatories – this is for you! Even board report preparers, Loan Operations, and accounting staff can benefit from these sessions. Whether you are new or a seasoned Call Report professional, this series is packed with actionable insights to help you stay compliant and confident.

    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

    The Secrets to Regulatory Reporting in RC-R - Part 1 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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