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2025 Call Report Preparation: 2 Day Streaming

Join us for an immersive, two-day live streaming experience that will equip you with the latest insights, skills, and confidence to excel in Call Report preparation. Whether you’re a seasoned pro or just starting out, this program delivers everything you need to navigate the complexities of Call Report filing like a boss.

Live Stream
April 3, 2025
April 4, 2025
Presented by Andrea Lambert
12 CPE Credits
$1,679.00 or 6 Tokens

Includes: 12 months of OnDemand playback access

  • Accounting/Reporting
  • Auditing
  • Management/Employee Development
  • Reporting
  • Branch Manager
  • Compliance Officer
  • Controller/Accountant
  • Internal Auditor
  • Risk Manager
  • Senior Management
  • Training Manager
  • Trainer

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This session is your blueprint for Call Report mastery – stay ahead, stay compliant, and stay confident. The Call Report isn’t just a form – it’s a critical tool that reflects your institution’s financial health, operational strength, and regulatory compliance.

But with constant updates, evolving standards, and a shifting financial landscape, preparing an accurate Call Report has never been more challenging – or more essential. This is your opportunity to level up. This isn’t just another webinar; it’s your roadmap to mastering Call Report preparation in today’s dynamic environment.

Included Webinars

  • 2025 Call Report Preparation Streaming - Day 1
  • 2025 Call Report Preparation Streaming - Day 2

Series Details

2025 Call Report Preparation Streaming - Day 1

2025 Call Report Preparation Streaming - Day 2

What You'll Learn

  • Stay Ahead of the Game: Be the first to understand new, proposed, and revised changes directly affecting Call Reports
  • Simplify Complexity: Gain practical guidance on everything from line-item reporting to nuanced regulatory requirements
  • Tailored to All Levels: New to Call Reports? No problem. Experienced preparer? You’ll get advanced strategies

Key Topics Include:

  • The latest ASU updates and their impact on your reporting
    • ASU 2022-01: Layering Method for Derivatives
    • ASU 2022-03: Fair Value Measures for Equity Securities with Restrictions
    • Staff Accounting Bulletin No. 121: Crypto-Asset Safeguarding Obligations
    • Unpacking guidance for reporting estimated uninsured deposits (FIL 54-2023 and FIL 37-2023)
  • Insights into properly coding loans and reporting overdrafts
  • Advantages of opting into the CBLR framework for simpler compliance
  • We’ll also break down general preparation instructions and regulatory changes, giving you the full picture of what’s required and what’s coming next
  • We’ll guide you through the Call Report’s most essential schedules, focusing on areas that matter most for compliance and accuracy

Anchor Schedules:

  • RC: Report of Condition
  • RI: Report of Income

Report of Income Schedules:

  • RI-A: Changes in Equity Capital
  • RI-B: Charge-Offs and Recoveries
  • RI-C: Allowance for Credit Losses
  • RI-E: Explanations

Report of Condition Schedules:

  • RC-A: Cash and Due from Banks
  • RC-B: Securities
  • RC-C: Loans
  • RC-E: Deposits
  • RC-F: Other Assets
  • RC-G: Other Liabilities
  • RC-L: Unused Commitments & Off-Balance Sheet Items
  • RC-M: Memoranda
  • RC-N: Past Due, Nonaccruals & Modified Loans
  • RC-O: Insurance Assessments
  • RC-P: Mortgage Banking Activities
  • RC-Q: Reporting Fair Value Assets and Liabilities
  • RC-R Part I & II: Capital Ratios, Risk Weighting Assets & Unfunded Commitments
  • RC-S: Servicing, Securitization, and Sales
  • SU: Form 051 items with discussions of corresponding Form 041 items

Who Should Attend

If you touch the Call Report in any capacity, this training is for you:

  • Preparer, Reviewer, or Signer: Perfect for all experience levels
  • Loan Officers and Assistants: Gain a deeper understanding of proper loan coding and reporting
  • Call Report Teams: Stay updated on critical changes to ensure your team is aligned and compliant. Regulators recommend annual training – this is your chance to check that box and gain practical tools you’ll use every quarter

Field of Study:ACcounting

Skill level:Basic

Prerequisites:None

Advanced Preparation:None


Andrea Lambert

Instructor Bio

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.


Continuing Education Credit Information

2025 Call Report Preparation: 2 Day Streaming has been approved for 12 CPE credits. Credits are redeemable for Live attendance only.

OnCourse Learning is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Students can contact OnCourse Learning via email at support@oncourselearning.com to lodge complaints or issues.