Agenda

May 20, 2026
2:30 pm - 4:30 pm EST

Call Report for Beginners is a dynamic step-by-step webinar series designed to turn confusion into clarity and stress into confidence. Whether you are brand new to Call Report preparation or ready for a strong refresher, this series gives you the tools, structure, and understanding to tackle the Call Report with confidence.

Across five immersive sessions, we break the Call Report into logical, manageable pieces and show you how everything fits together. You will learn not just what to report, but why it matters, so the numbers finally make sense.

Why You Will Love This Series

• We follow the schedules in the order they are prepared, grouped logically so connections are easy to see.
• Loan classifications, deposit rules, capital, and risk-weighting are explained in plain language, without drowning you in regulatory jargon.
• Real-world examples help you apply what you learn immediately to your own Call Report.
• No more second-guessing. No more scrambling at quarter-end. Just a clear roadmap to Call Report confidence.

Topics

What You'll Learn:

Part 3

• Loans Without the Headaches: Classifications Made Clear
• Loans are critical and often misunderstood. We simplify them:
• Master loan classifications in RC-C
• Understand loan-related schedules:
  • RC-C Part I – Selected Line Items
  • RC-L – Unused Commitments
  • RC-M – Memoranda
  • RC-N – Past Due and Nonaccrual Loans

Speaker(s)

Andrea Lambert
Sr. Call Report Consultant

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.

Fees

Live Webinar - $299.00

• Live Access
• 30 Days OnDemand Playback
• Presenter Materials and Handouts

Available Upgrades

• 12 Months OnDemand Playback - $120.00 Per Person
• 12 Months OnDemand Playback + Digital Download - $150.00 Per Person
• Additional Live Access - $125.00 Per Person

**100% surcharge applied to non-members.

Association Contact