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What the Board of Directors and Management Team Need to Know about the Call Report

This is a webinar for decision makers.This 90-minute webinar is built specifically for board members, executives, and senior managers who want to understand what is behind the numbers, not how to enter them.

Upcoming
DATE

Thursday, February 19, 2026
1:30 pm - 3:00 pm

INSTRUCTOR

Andrea Lambert

FORMAT

Webinar

CREDIT TYPE

2 CPE Credits

$299.00 or 1 Token

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

  • Accounting/Reporting
  • Auditing
  • General Compliance
  • Management/Employee Development
  • Reporting
  • Transaction Compliance
  • Bank Legal Counsel
  • Board Member
  • Controller/Accountant
  • Facilities Manager
  • Internal Auditor
  • Risk Manager
  • Senior Management

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The Call Report tells your institution’s story. Line by line. Number by number. But it is not just an accounting exercise. It is a regulatory snapshot that influences examiner perceptions, peer comparisons, and even strategic decisions.

This 90-minute webinar is built specifically for board members, executives, and senior managers who want to understand what is behind the numbers, not how to enter them. Why It Matters The accuracy of the Call Report impacts far more than regulatory compliance:
  • Examiners and auditors use it to evaluate the bank’s risk profile.
    • Peer comparisons and industry ratios rely on the data submitted.
      • Strategic decisions of growth, dividends, and expansion all trace back to the Call Report. In short, if the Call Report is inaccurate, the entire narrative as an institution could be too.

What You'll Learn

  • Understanding the Call Report’s Role in Governance: Get a high-level overview of what the Call Report is, why it exists, and how it fits into your institution’s regulatory framework.
  • Connecting the Dots: From Operations to the Report: See how everyday banking activity (lending, deposits, capital management) translates into Call Report data.
  • Key Schedules Every Leader Should Understand: You do not need to memorize every line, but you do need to know what matters most.
  • Oversight, Review, and Certification: As a director or executive, your signature or approval carries weight.
  • Using Call Report Data Strategically: Go beyond compliance, use the Call Report as a management tool.

    • Who Should Attend

    • Board of Directors
    • Executive Management Teams
    • CFOs, Controllers, Senior Finance Leaders
    • Anyone responsible for reviewing, approving, or discussing Call Reports

    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

    What the Board of Directors and Management Team Need to Know about the Call Report 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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