Agenda

October 8, 2025
11:00am - 12:30pm EST

From the complexity of mergers and acquisitions to the nuances of issuing new shares, capital transactions demand attention to detail. This session will provide actionable insights to help you tackle even the most infrequent or complex scenarios with ease.

For any call report preparers and reviewers, this session can be your go-to toolkit for accuracy and efficiency. For any executives and approvers, this session will help you gain confidence in the numbers you’re signing off on.

Topics

What You'll Learn

• The Power of Precision: Discover why accurate reporting is essential and how changes in reporting status can impact your institution
• Cracking the Code of Capital Transactions: Explore the differences between equity and debt capital transactions, and how to handle each with finesse
• Step-by-Step Mastery of Schedule RI-A: We’ll guide you through a line-by-line review, helping you uncover hidden complexities and avoid common pitfalls
• Real-World Scenarios, Real-World Solutions: Learn how to handle prior period adjustments, branch acquisitions, dividend declarations, and more
• The “What-Ifs” of Capital Transactions: Tackle uncommon but critical events like stock options, adjustments for accumulated other comprehensive income, and changes due to mergers.

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 - $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