Aug 7, 2024
This 2-part webinar is tailored for Call Report preparers, reviewers, and auditors, with a specific focus on loan related schedules within the Call Report. We’ll provide in-depth knowledge and guidance on accurately reporting loan-related data in the Call Report.
Call Report preparation demands a deep understanding of bank accounting, regulatory requirements, and various banking operations. Regulatory authorities highly recommend annual training to stay abreast of evolving standards. It’s advisable for banks to designate individuals who are trained as both preparers and reviewers for this critical task.
In this series, participants will gain a comprehensive and detailed understanding of the specific requirements for preparing loan-related schedules in the Call Report. The primary focus will be on the FFIEC 041and 051 forms. The updates and discussions on accounting and financial reporting issues ensure that all participants can enhance their knowledge and skills.
Participants are encourage to bring a copy of a recently filed Call Report for reference, and to communicate specific areas of concern in advance to seminar organizers.
August 7th, 2024 - PART TWO
2:30 pm - 4:30 pm EST
What You'll Learn
Who Should Attend
This program offers value to anyone involved in preparing, reviewing, or signing a Call Report, whether they are newcomers or seasoned professionals.
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.
Available Upgrades
AyZha Hazelwood, Education Meeting Coordinator
Ahazelwood@indiana.bank
317-387-9380