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Call Reporting for Beginners - 5 Part Series

Are you new to Call Report preparation? Or maybe you’re looking for a refresher to strengthen your skills? The Call Report doesn’t have to be overwhelming - this webinar series will make it simple, clear, and approachable!

Upcoming
May 2, 2025
May 9, 2025
May 16, 2025
May 22, 2025
May 30, 2025
Presented by Andrea Lambert
10 CPE Credits
$1,299.00 or 5 Tokens

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

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

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In this 5 part immersive series, we’ll guide you through every essential piece of the Call Report, breaking down complex schedules into practical, easy-to-follow sessions. You’ll not only understand the how but also the why, building a solid foundation that boosts your confidence and sets you up for success.

Included Webinars

  • Call Reporting for Beginners - Part 1
  • Call Reporting for Beginners - Part 2
  • Call Reporting for Beginners - Part 3
  • Call Reporting for Beginners - Part 4
  • Call Reporting for Beginners - Part 5

Series Details

Call Reporting for Beginners - Part 1

We’ll kick things off with the essentials you need to succeed:

  • General Reporting Requirements:
    • Consolidation rules, filing deadlines, and must-know Call Report resources
  • Income Statement Schedules:
    • RI – Income Statement
    • RI-A – Changes in Equity Capital
    • RI-E – Explanations

Call Reporting for Beginners - Part 2

Let’s bridge the gap between income and the Balance Sheet:

  • Wrap up the Income Statement with:
    • RI-B – Charge-Offs and Recoveries
    • RI-C – Allowance for Credit Losses
  • Dive into the Balance Sheet:
    • RC – Report of Condition
    • Plus detailed coverage of:
      • RC-B – Securities
      • RC-F – Other Assets
      • RC-G – Other Liabilities

Call Reporting for Beginners - Part 3

Loans are critical—let’s ensure you get them right:

  • Master loan classification requirements in RC-C
  • Explore loan-related reporting in:
    • RC-C Part I – Selected Line Items
    • RC-L – Unused Commitments
    • RC-M – Memoranda
    • RC-N – Past Due and Nonaccrual Loans

Call Reporting for Beginners - Part 4

Deposits don’t have to be confusing. We’ll show you how to report with precision:

  • Understand Schedule RC-E:
    • Reciprocal deposits, brokered deposits, and insurance limits
    • Explore related reporting in:
      • RC-M – Non-loan Memoranda
      • RC-O – Reporting Deposits for Insurance Assessment
      • RC-K – Average Balance Reporting

Call Reporting for Beginners - Part 5

Finish strong with a deep dive into capital calculations and risk weighting:

  • Understand the Community Bank Leverage Ratio (CBLR) framework
  • Learn the ins and outs of RC-R:
    • Tier 2 Capital and Total Capital calculations
    • RC-R Part II – Risk Weighting for assets and off-balance sheet exposures

What You'll Learn

  • Step-by-Step Learning: Follow the Call Report schedules in order, grouped for clarity and interconnection
  • Simplify the Complex: We’ll explain reporting requirements, loan classifications, deposits, and risk-weighting in plain language
  • Hands-On and Practical: Real-world examples will help you apply what you learn to your own Call Report preparation

No more guesswork. No more confusion. Just the knowledge and tools you need to master the Call Report like a pro. 

Who Should Attend

This program offers value to anyone involved in preparing, reviewing, or signing a Call Report, whether they're newcomers or seasoned professionals. The updates and discussions on accounting and financial reporting issues ensure that all participants can enhance their knowledge and skills.

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 Reporting for Beginners - 5 Part Series has been approved for 10 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.