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2025 Mid-Year Call Report Update and Common Questions

Stay ahead of 3Q 2025 regulatory changes! Stay confident and stay compliant.

Upcoming
Wednesday, June 25th, 2025
1:30 pm - 3:30 pm
Presented by Andrea Lambert
2 CPE Credits
$299.00 or 1 Token

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

  • Accounting/Reporting
  • Auditing
  • Reporting
  • Controller/Accountant
  • Internal Auditor
  • Risk Manager
  • Senior Management
  • Training Manager
  • Trainer

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Join us for a power-packed two-hour webinar designed to keep Call Report preparers and reviewers ahead of the curve in 2025. With evolving regulations and reporting updates, this session ensures you are equipped with the latest insights and best practices to maintain compliance and accuracy.

Stay ahead of compliance changes, sharpen your reporting skills, and get some reminders to ensure accuracy with the latest industry insights!

What You'll Learn

  • Master Key Regulatory and Accounting Updates – Stay up to date with the latest changes and prepare for what lies ahead
  • Tackle Emerging Challenges – Learn how to navigate new regulatory developments impacting the September 30, 2025 reporting period
  • Get Expert Insights and Answers – Address common reporting questions and examiner expectations with confidence
  • Upcoming Call Report Changes – FIL 3-2024 revisions for September 2025 reporting
  • Deposits – Discussion on brokered and reciprocal deposits and sweep accounts
  • Allowance for Credit Losses – Early examiner insights at Community Institutions
  • Loan Coding and Schedule RC-C – Common pitfalls and best practices
  • Schedule RC-R Part II – Risk Weighting the loan portfolio

Who Should Attend

This webinar is ideal for professionals involved in preparing, reviewing, or approving financial reports.

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 Mid-Year Call Report Update and Common Questions has been approved for 2 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.