Call Report Update - All Day Streaming

Date:

Mar 26, 2026

Register

Take the stress out of Call Reporting and step into confidence for 2026! The Call Report does not have to be intimidating when you have expert guidance, real-world insight, and training designed to make the line items make sense. Join us for an exclusive 6-hour live-streaming event where we break down the latest updates, uncover best practices, and prepare you for the 2026 Call Report filing season. This is not just another regulatory review, it is an information-packed session that turns complex reporting requirements into practical understanding. You will walk away empowered, informed, and ready to lead your institution’s reporting process with confidence and accuracy.

Agenda

March 26, 2026
10:00 am - 5:00 pm EST

Join us for an exclusive 6-hour live-streaming event where we break down the latest updates, uncover best practices, and prepare you for the 2026 Call Report filing season. This is not just another regulatory review, it is an information-packed session that turns complex reporting requirements into practical understanding.

Topics

What You'll Learn

  • Shifts in reporting status and their impact on your institution
  • Schedules RI & RC: income, balance sheet, and key fundamentals
  • Schedules RI-A and RI-E: retained earnings and holding company transactions
  • Loan activity reporting in schedules RC-C, RC-M, RC-N, and RC-L
  • Deposit reporting in schedule RC-E, including brokered and reciprocal deposits
  • Appropriate treatment of Other Assets and Other Liabilities
  • Reporting insider loans in schedule RC-M
  • How to risk weight loans in schedule RC-R Part II
  • The importance of accurate loan coding within schedule RC-C

As regulatory updates unfold, the agenda will be adjusted to align with the most current 2026 requirements.

 

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.

Additional Information

Who Should Attend?

  • Those who prepare, review, or approve the Call Report
  • Accounting and finance professionals 
  • Auditors and examiners seeking deeper Call Report awareness
Fees

Live Webinar - $849.00

  • 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 - $250.00 Per Person

**100% surcharge applied to non-members.

Association Contact
Susan Clark   Silvia Regalado
Professional Development Coordinator   Professional Development Coordinator
o: 317-387-9380   o: 317-387-9380
d: 317-333-7169   d: 317-333-7170
sclark@indiana.bank   sregalado@indiana.bank