Agenda

March 6, 2026
11:00 am - 12:30 pm EST

The Call Report tells your institution’s story — line by line, number by number. But it is not just an accounting exercise. It is a regulatory snapshot that influences examiner perceptions, peer comparisons, and even strategic decisions.

This 90-minute webinar is built specifically for board members, executives, and senior managers who want to understand what is behind the numbers, not how to enter them.

Why It Matters

The accuracy of the Call Report impacts far more than regulatory compliance:

• Examiners and auditors use it to evaluate the bank’s risk profile.
• Peer comparisons and industry ratios rely on the data submitted.
• Strategic decisions around growth, dividends, and expansion all trace back to the Call Report.

In short, if the Call Report is inaccurate, the entire narrative as an institution could be too.

Topics

What You'll Learn

• Understanding the Call Report’s Role in Governance: Get a high-level overview of what the Call Report is, why it exists, and how it fits into your institution’s regulatory framework.
• Connecting the Dots: From Operations to the Report: See how everyday banking activity (lending, deposits, capital management) translates into Call Report data.
• Key Schedules Every Leader Should Understand: You do not need to memorize every line, but you do need to know what matters most.
• Oversight, Review, and Certification: As a director or executive, your signature or approval carries weight.
• Using Call Report Data Strategically: Go beyond compliance, use the Call Report as a management tool.

Speaker(s)

Andrea Lambert
Trainer and 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.

Fees

Live Workshop - $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.

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