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2025 Current Matters and Common Questions on the Call Report

As we enter the new year, Call Report compliance brings a fresh set of challenges. Tightening regulations and heightened scrutiny mean that proactive, precise reporting is more crucial than ever. This two-hour webinar is designed to equip Call Report preparers and reviewers with the insights and tools needed to stay compliant and accurate in 2025.

Upcoming
Friday, January 10th, 2025
10:00 am - 12:00 pm
Presented by Andrea Lambert
$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Auditing
  • Reporting
  • Branch Manager
  • Controller/Accountant
  • Internal Auditor
  • Training Manager
  • Trainer

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In this webinar, you’ll learn to navigate key regulatory and accounting changes to understand the latest updates impacting the financial landscape and prepare for proposed changes set to take effect in 2025.

In addition, this session will show you how to anticipate and tackle emerging issues. Any newly announced regulatory developments will be incorporated into the agenda to keep you fully informed and up-to-date for the March 31, 2025, reporting period.

Finally, you’ll learn how to streamline your reporting process. Gain practical strategies to identify and avoid common reporting pitfalls, ensuring your Call Report remains accurate and compliant.

Whether you’re a newcomer or a seasoned professional, this webinar aims to benefit a diverse audience by addressing current and relevant topics in the field of financial reporting.

What You'll Learn

  • Shifts in reporting status
  • A discussion on Fair Value measures for equity securities with contractual restrictions under ASU 2022-03
  • ASU 2023-08 and Staff Accounting Bulletin No 121 on Crypto-Asset Safeguarding Obligations
  • Reporting estimated uninsured deposits under FIL 54-2023 and FIL 37-2023
  • FIL 3-2024: Proposed revisions for the September 2025 reporting period
  • OCC’s Community Bank Supervision Operating Plan for 2025
  • A discussion on Brokered Deposits

Who Should Attend

This program provides significant value for a wide range of individuals involved in Call Report preparation, review, or approval, regardless of their level of experience, including updates and discussions on accounting and financial reporting issues tailored to enhance your knowledge and skills.

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.

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