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Call Report: Current Matters and Looking Ahead into 2027

Stay Prepared. Stay Accurate. Stay Compliant. The Call Report is not just a quarterly requirement, it is a direct reflection of your bank’s financial health, and examiners are paying attention. The latest updates related to Call Report reporting requirements and how those updates may impact your institution
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DATE

Wednesday, December 9, 2026
11:00 am - 1:00 pm

INSTRUCTOR

Andrea Lambert

FORMAT

Webinar

CREDIT TYPE

2 CPE Credits

$299.00 or 1 Token

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

  • Accounting/Reporting
  • Auditing
  • Reporting
  • Senior Management

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As reporting requirements continue to evolve, staying informed is the key to avoiding costly errors, answering examiner questions with confidence, and ensuring your institution remains compliant.

This timely two-hour webinar delivers a practical review of today's most important Call Report developments while providing an early look at changes expected to shape reporting in 2027.

What You'll Learn

  • Learn the latest regulatory updates and how they apply to your institution
  • Anticipate upcoming 2027 changes before they arrive

Key Topics Include:

  • Final CBLR Rule (FIL 19-2026): Understanding the latest Community Bank Leverage Ratio Requirements
  • Finalization of the 21st Century ROAD to Housing Act: A look at the impact on reciprocal and custodial deposits.
  • Capital Rule Proposal (FIL 8-2026): What the proposed revisions could mean for your institution
  • Final Rule on the Enhanced Supplementary Leverage Ratio: How will it impact your institution?
  • UFIRS Modernization (FIL 23-2026): An overview of the proposed updates to the Uniform Financial Institutions Rating System
  • Available for Sale (AFS) & Held to Maturity (HTM) Securities: Accounting and reporting implications to consider before transferring between the two categories.


Because the regulatory environment continues to evolve, any significant developments announced before the program will be incorporated into the presentation, ensuring attendees receive the latest available guidance.

Who Should Attend

This webinar is designed for anyone involved in Call Report preparation, review, or sign-off - whether you are new to the process or a seasoned expert.

Skill level:None

Andrea Lambert

Instructor Bio

Andrea Lambert is currently lending her skills as Senior Call Report Consultant and 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

Call Report: Current Matters and Looking Ahead into 2027 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.

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