Agenda

March 24, 2026
2:30 pm - 5:00 pm EST

Join us for a 2.5-hour interactive workshop focused on Call Report Lending Schedules, including loan coding, unfunded commitments, insider loans, and more. You will gain practical skills and tools to confidently complete lending schedules and ensure accurate regulatory reporting.

This setting is live and collaborative (cameras on, microphones on) to encourage discussion, peer learning, and real-world scenario sharing. Space is limited to maintain a hands-on learning environment.

Topics

What You'll Learn

• Properly reporting loans in the balance sheet (Schedule RC)
• Loan income reporting (Schedule RI)
• Loan classifications by call code, including identifying HVCRE loans (Schedule RC-C)
• Unused commitments and letters of credit (Schedule RC-L)
• Insider loan reporting and what to be aware of for proper reporting (Schedule RC-M)
• Charge-offs and recoveries (Schedule RI-B)
• Past due and non-accruals (Schedule RC-N)
• The Allowance for Credit Losses (Schedule RI-C)

Plus:

• Scenario-based exercises to apply your knowledge
• Reference tools to support future Call Report filing

Speaker(s)

Andrea Lambert
Trainer & Consultant

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 Per Person
• 12 Months OnDemand Playback + Digital Download - $150.00 Per Person
• Additional Live Access - $450.00 Per Person

**100% surcharge applied to non-members.

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