Call Report Update - Fast Track Seminar
Enhance your Call Report expertise and streamline your reporting process in our dynamic and interactive 3-hour webinar! This training is designed for both new and seasoned professionals, guiding you through the latest regulatory updates and best practices that will impact your reporting in 2026 and beyond.
When
Where
Virtual
Highlights
Specific schedules will be discussed in detail and will include the fundamental reporting requirements for Schedule RI and Schedule RC. Additionally, various other schedules and reporting items that tend to generate questions or result in common errors will be addressed.
- Shifts in reporting status
- Reporting loan activities in Schedules RC-C, RC-M, RC-N, and RC-L
- A discussion on brokered deposits
- A look at extensions of credit
- Loan coding coverage
- Eligibility under the CBLR framework
- Risk weighting loans and unfunded commitments in Schedule RC-R Part II
It is recommended to bring either a recent Call Report or a printed blank copy of the relevant FFIEC form for your bank.
This program offers value to anyone involved in preparing, reviewing or signing a Call Report, whether they are newcomers or seasoned professionals. The updates and discussions on accounting and financial reporting issues ensure that all partici-pants can enhance their knowledge and skills.
Registrants will receive instructions in advance to access the online class and download the materials. Registrants will have access to a recorded copy of both sessions and mate-rials for 90 days.
The fee includes access to the virtual seminar, program materials and session recordings.
IMPORTANT: Registration is per person. All attendees must be registered to ensure access to the program, materials, recorded content and to be eligible to receive CE credit.
Cancellation/Refund Policy
Cancellation/substitution requests must be made in writing. Email requests to education@texasbankers.com. Full registration fees will be refunded if written notice is received no later than March 19, 2026. Substitutions are permitted without penalty.
Texas State Board of Public Accountancy: 3 CPE credit hours. There are no educational prerequisites.
Meet Our Presenter
Andrea Lambert
Andrea Lambert 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 BS 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.