Agenda

Topics

Topics

• Accounting/Reporting
• Auditing
• Lending
• Reporting

Roles

• Branch Manager
• Controller/Accountant
• Internal Auditor
• Loan Closer
• Loan Operations Manager/Specialist
• Training Manager
• Trainer

Who Should Attend
If you’re a loan officer, loan assistant, or part of the loan operations or Call Report preparation team, this webinar is your chance to sharpen your skills and stay ahead of the game. Even seasoned Call Report preparers, reviewers, and auditors will uncover insights to boost their accuracy and efficiency. This two-hour power session is also a perfect way to complement your annual comprehensive Call Report training – regulators recommend it, and your career will thank you for it.

Speaker(s)

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

$299.00or 1 Token

Available Upgrades: 
12 Months OnDemand Playback $120.00
12 Months OnDemand Playback + Digital Download $150.00
Additional Live Access $125.00 per person

Association Contact

Brooke McCormack, Education Meeting Coordinator
bmccormack@indiana.bank
317-387-9380