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Call Report for Beginners - Part 5

The Call Report can feel intimidating—endless schedules, dense instructions, and high stakes. But it doesn’t have to be that way.
Stop feeling overwhelmed.
Start feeling confident.
And finally master the Call Report.
Upcoming
Beginner Friendly
DATE

Wednesday, June 3, 2026
2:30 pm - 4:30 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

  • Teller
  • Trainer

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Call Report for Beginners is a dynamic, step‑by‑step webinar series designed to turn confusion into clarity—and stress into confidence. Whether you’re preparing the Call Report for the first time or looking for a strong refresher, this series provides the structure, tools, and understanding you need to tackle the Call Report with confidence.

Across five immersive sessions, we break the Call Report into logical, manageable sections and show how all the pieces fit together. You’ll learn not just what to report, but why it matters—so the numbers finally make sense and the process feels far less overwhelming.

Why You’ll Love This Series

Schedules are covered in the order they are prepared, grouped logically to make connections easy to see

Complex topics like loan classifications, deposit rules, capital, and risk‑weighting are explained in clear, plain language—without unnecessary regulatory jargon

Real‑world examples help you apply what you learn directly to your own Call Report

No more second‑guessing. No more quarter‑end scrambling. Just a clear roadmap to Call Report confidence

By the end of this series, you’ll approach the Call Report with greater clarity, accuracy, and assurance—knowing exactly what to do and why it matters.

What You'll Learn

Part 5: Capital & Risk — Finish Strong

You will:

  • Wrap up the series with the big picture
  • Understand the Community Bank Leverage Ratio (CBLR) and its regulatory implications
  • Navigate Schedule RC‑R with confidence
  • Learn how Tier 2 and Total Capital are calculated
  • Review RC‑R Part II, including risk‑weighting of assets and off‑balance‑sheet items
  • By the end of this session, you’ll have a clearer understanding of how capital and risk reporting impacts regulatory expectations and examiner conclusions.

Who Should Attend

Preparers, Reviewers, or Signers Ideal for all experience levels—from new staff to seasoned professionals. Loan Officers and Assistants Gain a stronger understanding of proper loan coding and regulatory reporting. Call Report Teams Stay current on critical updates and ensure your team remains aligned, accurate, and compliant.

Field of Study:Accounting

Skill level:Basic

Prerequisites:Basic knowledge of a bank’s general ledger chart of accounts with a basic understanding of bank accounting.

Advanced Preparation:Please bring a copy of a recently completed Call Report for your Bank.

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 for Beginners - Part 5 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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