Call Report: Secrets to Loan Coding and Risk Weighting

Date:

Nov 21, 2025

Register

Accurate loan coding and risk weighting reporting is not just another task—it is the bank’s golden ticket to driving transparency, elevating financial stability, and management’s ability to make smarter strategic decisions. With Schedule RC-C, every detail matters, and your precision sets the stage for accurate loan-related Community Bank Leverage Ratio reporting. Say goodbye to guesswork and hello to mastery with this webinar designed to transform your approach to Call Reports!

Agenda

November 21, 2025
11:00am - 1:00pm EST

Get ready to decode, demystify, and dominate! Whether you’re tackling complex loan classifications or fine-tuning capital reporting through proper risk weighting, this session delivers the tools, tips, and confidence you need to:

  • Crack Complex Loan Classifications: Borrower? Collateral? Purpose? Know exactly how to classify loans like a pro.
  • Navigate Tricky Scenarios: Study common questions to learn how to handle even the toughest loan-reporting challenges.
  • Streamline and Simplify: Proper coding leads to accurate risk weighting.
Topics

What You'll Learn

Dive Into Schedule RC-C

  • Categorize loan balances with confidence and precision.
  • Master the art of loan type coding—your secret weapon for the next exam.

Conquer Schedule RC-R

  • Become an expert on CBLR framework loan reporting and Risk Weight your loan portfolio like a champ.
  • Decode the 4 “buckets” for risk weighting your loan portfolio:
    • Residential Mortgages—Get it right every time.
    • HVCRE Loans—Understand the weighting of these high-stakes assets.
    • Non-Accrual & 90-Day Past-Due Loans—No more second-guessing.
    • All Other Loans—Ensure nothing gets missed.
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.

Additional Information

Who Should Attend?

This session is ideal for Call Report preparers looking to enhance their skills, Loan Operations staff aiming to ensure accurate coding from the start, and Loan Officers, Assistants, and Auditors seeking to deepen their knowledge and expertise. It caters to professionals at all levels to refine processes and validate approaches.

Field of Study:Accounting

Skill level:None

Prerequisites:None

Advanced Preparation:None

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