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Call Report: Lending Schedules Workshop

Do you find it difficult to decipher which call report loan code to use? Are you unsure which line-item to place loan income in? Are you placing your residential mortgage loans into the correct “bucket” for risk weighting? If you have ever wondered or had the same questions and concerns, then this is the workshop for you!

Upcoming
Friday, August 1st, 2025
10:00 am - 12:30 pm
Presented by Andrea Lambert
2 CPE Credits
$450.00 or 4 Tokens

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

  • Accounting/Reporting
  • Auditing
  • Lending
  • Reporting
  • Branch Manager
  • Controller/Accountant
  • Internal Auditor
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Senior Management
  • Training Manager
  • Trainer

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Limited spots available! This workshop is designed to provide hands-on in-depth knowledge, exercises, and guidance on accurately reporting loan-related data in the Call Report.

Join us for a 2.5-hour workshop as we explore Call Report Lending Schedules, covering loan coding, risk weighting, unfunded commitments, and more! Our workshop will provide attendees with the tools needed to confidently approach loan coding activities that result in accurate lending schedule reporting. The workshop setting (cameras on, microphones on) will also provide a setting for attendees to interact with each other and discuss not only loan coding and risk weighting scenarios but also exchange real life scenarios and pain-points.

What You'll Learn

  • Properly reporting loans in the balance sheet (Schedule RC)
  • Loan income reporting (Schedule RI)
  • Loan classifications by call code, including identifying HVCRE loans (Schedule RC-C)
  • Risk weighting loans and understanding how to allocate loans into proper RC-R Part II reporting buckets
  • Unused commitments and letters of credit (Schedule RC-L)
  • Insider loan reporting and what to be aware of for proper reporting (Schedule RC-M)
  • Charge-offs and recoveries (Schedule RI-B)
  • Past due and non-accruals (Schedule RC-N)
  • The Allowance for Credit Losses (Schedule RI-C)
  • Scenarios for testing our knowledge
  • Reference tools for future use

Who Should Attend

Whether you are new to Call Reports or a seasoned expert, this webinar is built for professionals involved in preparing, reviewing, or approving loan related activities. Even seasoned professionals can benefit from the workshop scenarios to hone skills. Newbies can learn with hands-on exercises.

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

Call Report: Lending Schedules Workshop 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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