Agenda

December 12, 2025
11:00am - 1:00pm EST

This 2-hour, fast-paced webinar will give you the clarity, confidence, and up-to-date knowledge you need to tackle today’s reporting challenges and get ahead of tomorrow’s changes. Emerging regulatory matters will be integrated throughout the session to ensure you leave with the most current insights.

Stay ahead of evolving requirements, sharpen your technical skills, and gain practical reminders to ensure accuracy and compliance. Reserve your spot today!

Topics

What You'll Learn

• Learn the latest regulatory updates and how they apply to your institution
• Anticipate upcoming 2026 changes before they arrive
• Are you ready for your next regulatory examination? – Discussion on items to consider and questions to ask in preparation for your next review
• FIL 30-2025: Proposed revisions to Call Report forms and instructions for the December 31, 2025, reporting period
• Brokered Deposits – Reporting within Schedule RC-E and recent updates to Primary Purpose Exceptions (PPE)
• Loan Coding & Schedule RC-C – Common coding challenges, line-item breakdowns, and tips to improve reporting accuracy

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.

Fees

Live Webinar - $299.00

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

Available Upgrades

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