2025 Call Report Preparation: 2 Day Streaming

Stay ahead of the curve by understanding proposed and updated regulatory changes. This training will help you demystify the reporting process by teaching practical strategies for accurate and efficient reporting. Whether you're just starting out or reviewing the final product, this training is designed to accommodate all levels of experience.

Call Report preparation is high-stakes work—what you submit reflects your institution’s financial condition, risk profile, and regulatory standing. With evolving rules and constant changes, accuracy is key.

This 2 day live streaming event is your opportunity to sharpen your skills, stay up to date, and gain the confidence to tackle even the most complex parts of the Call Report with ease.

Follow along using your institution’s most recent Call Report or a blank FFIEC form. This hands-on approach reinforces what you learn and helps you apply it immediately. Reserve your spot today and take the stress out of Call Report season.

Agenda

September 11, 2025
10:00am - 5:00pm EST

Tentative schedule:

Why File A Call Report
A Look at Which Report to File
Shifts in Reporting Status
Discussion on the most recent regulatory information impacting the Call Report

Anchor Schedules:

RC – Balance Sheet
RI – Income Statement

Income Statement Schedules:

RI-A – Changes in Bank Equity Capital
RI-B – Charge-Offs and Recoveries
RI-C – Allowance for Credit Losses
RI-E – Explanations

Balance Sheet Schedules:

RC-A – Cash and Due from Banks
RC-B – Securities
RC-C – Loans
RC-E – Deposits

September 12, 2025
10:00am - 5:00pm EST

Tentative schedule:

Balance Sheet Schedules:

RC-F – Other Assets
RC-G – Other Liabilities
RC-K – Quarterly Averages
RC-L – Derivatives and Off-Balance Sheet Items
RC-M – Memoranda
RC-N – Past Dues and Nonaccruals
RC-O – Insurance Assessments
RC-P – 1-4 Family Residential Mortgage Bank Activities
RC-Q – Assets and Liabilities Measured at FV on a Recurring Basis
RC-R – Regulatory Capital
RC-S – Servicing, Securitization and Asset Sales Activities
SU – Supplemental Information

Topics

What You'll Learn

How to code loans correctly and report overdrafts
Advantages of opting into the Community Bank Leverage Ratio (CBLR) framework
General instructions, recent revisions, and what is coming next

Speaker(s)

Andrea Lambert
3PR

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.

Additional Information

Topics:

Accounting/Reporting
Auditing
Management/Employee Development
Reporting

Who Should Attend?

This training is designed for anyone involved in the Call Report process, including preparers, reviewers, signers, loan officers, assistants, accounting and finance professionals, and full Call Report teams.

Field of Study:Accounting

Skill level:Basic

Prerequisites:None

Advanced Preparation:None

Fees

Live Webinar - $1,679.00

12 months of OnDemand playback access

Available Upgrades

Additional Live Access - $500.00 per person

**100% surcharge applied to non-members.

Association Contact

Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank