Agenda

Wednesday, June 25th, 2025
2:30 pm - 4:30 pm EST

Join us for a power-packed two-hour webinar designed to keep Call Report preparers and reviewers ahead of the curve in 2025. With evolving regulations and reporting updates, this session ensures you are equipped with the latest insights and best practices to maintain compliance and accuracy.

Stay ahead of compliance changes, sharpen your reporting skills, and get some reminders to ensure accuracy with the latest industry insights!

Topics

• Master Key Regulatory and Accounting Updates – Stay up to date with the latest changes and prepare for what lies ahead
• Tackle Emerging Challenges – Learn how to navigate new regulatory developments impacting the September 30, 2025 reporting period
• Get Expert Insights and Answers – Address common reporting questions and examiner expectations with confidence
• Upcoming Call Report Changes – FIL 3-2024 revisions for September 2025 reporting
• Deposits – Discussion on brokered and reciprocal deposits and sweep accounts
• Allowance for Credit Losses – Early examiner insights at Community Institutions
• Loan Coding and Schedule RC-C – Common pitfalls and best practices
• Schedule RC-R Part II – Risk Weighting the loan portfolio

Speaker(s)

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.

Fees

$299.00 or 1 Token

Available Upgrades

• 12 Months OnDemand Playback $120.00
• 12 Months OnDemand Playback + Digital Download $150.00
• Additional Live Access $125.00 per person

Association Contact

Brooke McCormack
Education Meeting Coordinator
bmccormack@indiana.bank
317-387-9380