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The Call Report Just Fell on Your Lap, Now What?

A practical webinar for the newly initiated and the suddenly responsible.

Upcoming
DATE

Thursday, February 19, 2026
2:30 pm - 4:00 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
  • Compliance
  • General Compliance
  • Management/Employee Development
  • Reporting
  • Risk Management/Legal
  • Commercial Lender
  • Compliance Officer
  • Consumer Lender/Retail Banker
  • Controller/Accountant
  • Credit Analyst
  • Internal Auditor
  • Loan Operations Manager/Specialist
  • Mortgage Lender
  • Small Business Lender

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So, the Call Report just became your job. Maybe your predecessor left. Maybe you are good with numbers. Or maybe it just landed on your desk with no instructions attached. However it happened, you are now in charge of one of the most complex regulatory filings in the banking industry.

Do not panic! We have got you covered! Join us for a 90-minute webinar designed for anyone newly responsible for the Call Report. We will walk you through where to start, what to prioritize, and how to avoid the most common mistakes.

What You'll Learn

  • Reporting Requirements: Verify which report to file, how it must be filed, and filing deadline.
  • Responsibility: Who, within your organization, has regulatory responsibilities when it comes to the numbers reported on Call Report.
  • Navigating the Call Report Structure: Understand the basics what each schedule covers and how they connect.
  • Identifying Key Data Sources: Learn who, in your institution, holds the numbers you need.
  • Benefits of Reviewing Prior Filings:  Discover the roadmap to the details that make up your unique report.
  • The Importance of Building Your Own Reporting Process: Create a timeline that keeps you on track each quarter and builds a sustainable process.

Who Should Attend

  • Newly assigned Call Report preparers 
  • Accounting, finance, and lending staff supporting the filing
  • Those seeking a refresher on the Call Report process and regulatory requirements

Why You Should Attend

Filing the Call Report is part technical skill, part detective work, and part endurance test.

This webinar will help you:

  • Feel confident in your new responsibility
  • Understand the why behind the numbers

Learn Call Report best practices to help avoid pitfalls that lead to amended filings or examiner questions

Skill level: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

The Call Report Just Fell on Your Lap, Now What? 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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