Call Report Training for Beginners - 6 Webinar Bundle

This bundle contains 6 of our recorded 2024 Call Report webinars at a discounted price of $1495 (over a $2500 value)! Each webinar is 2 hours in length. Registrations include twelve months of OnDemand playback.

Recorded Monday,
June 17th, 2024
Presented by Andrea Lambert
12h total length
$1,495.00 or 5 Tokens

Includes: 12 months of OnDemand playback access

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

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What You'll Learn

Bank Call Report Preparation for Beginners - Part 1
The first webinar kicks off with an overview of general reporting requirements, encompassing consolidation rules, filing deadlines, procedures, and available Call Report resources. It also delves into the income statement schedules, covering RI, RI-A, and RI-E.

Bank Call Report Preparation for Beginners - Part 2
The second webinar continues to explore the income statement schedules, concluding with RI-B and RI-C. It proceeds to review the Balance Sheet Schedule RC, with detailed coverage of schedules RC-B, RC-G, and RC-F.

Bank Call Report Preparation for Beginners - Part 3
The third webinar will focus on loan classification requirements for RC-C. It further delves into selected line items in RC-C Part I. The session continues to focus on loan-related reporting in schedules RC-M, RC-L, and RC-N.

Bank Call Report Preparation for Beginners - Part 4
The fourth webinar will cover the deposit schedule RC-E, including discussions on reciprocal and brokered deposits, and how various types of deposits are reported based on insurance limits, maturity, or repricing. It also covers certain non-loan related reporting items in RC-M and reporting deposits for insurance assessment purposes in RC-O. Average balance reporting in RC-K and RC-O is also addressed.

Bank Call Report Preparation for Beginners - Part 5
The fifth webinar explores RC-R and the Community Banking Leverage Ratio, with a focus on Tier 2 Capital and Total Capital calculations. It also delves into the risk weighting requirements of RC-R Part II, highlighting how risk weights are allocated to assets and off-balance sheet exposures.

2024 Mid-Year Call Report Update and Current Matters
Available after 6/25/24 recording date
The sixth webinar will equip participants with invaluable insights into the ever-changing regulatory and accounting landscape. We'll delve into recent shifts and explore proposed changes slated for implementation in 2024. Moreover, to ensure utmost relevance, any emerging regulatory matters will be seamlessly integrated into the agenda. This ensures that our training remains highly pertinent for the June 30, 2024, reporting period and going forward.

Who Should Attend

Designed for bankers new to call report preparation or those that are looking for a refresher on reporting requirements.

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.