Agenda

February 11, 2026
10:00 am - 5:00 pm EST

February 12, 2026
10:00 am - 5:00 pm EST

The Call Report is not just another regulatory form; it is the heartbeat of your financial institution. It tells your story of financial strength, compliance, and performance. -- But let’s face it, between changing instructions, shifting interpretations, and evolving standards, keeping up can feel overwhelming. That is where this training comes in.

Join us for an immersive 2-day live streaming experience designed to turn confusion into clarity. You will gain insider knowledge, real-world techniques, and confidence to approach your next Call Report with precision and ease.

Whether you are a first-time preparer or a seasoned professional, this program gives you the skills, insights, and strategies to master your Call Report from cover to cover.

Why This Training Stands Out

• Stay Ahead of the Curve: Be the first to understand new, proposed, and revised changes directly affecting Call Reports.
• Simplify Complexity: Gain practical guidance on everything from line-item reporting to nuanced regulatory requirements.
• Designed for All Skill Levels: From beginners seeking a solid foundation to experts wanting advanced insights, this training meets you right where you are.

Topics

What You'll Learn

This two-day deep dive gives you a complete, up-to-date roadmap for confident Call Report preparation. You will learn how to:

• Properly code loans and report overdrafts with accuracy
• Understand the benefits of the Community Bank Leverage Ratio (CBLR) framework
• Navigate preparation instructions and regulatory updates with clarity and confidence.

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 - $1,679.00

• 12 Months OnDemand Playback

Available Upgrades

• Additional Live Access - $500.00 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