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Call Report Preparation
June 20, 2024 - June 21, 2024
Program Overview
Mass Bankers has partnered with 3PR Inc. to present a 2-day workshop on call report preparation. This program was designed with both beginner and experienced preparers in mind. Participants will first review general preparation instructions and related regulatory rules. Then participants will have the opportunity to discuss new, proposed, and revised changes for 2024 and beyond.
What You Will Learn
- General preparation instructions,
- Changes in reporting status,
- Regulatory rules and changes, and
- Reporting requirements under GAAP.
Who Should Attend?
Accounting/Finance staff, CFOs, and anyone involved in Call Report preparation
Dates & Times
Session I - June 20th, 2024 | Session II - June 21st, 2024
8:30AM Registration, 9:00AM Program Start, 4:00PM Program Concludes
Early
Standard
Late
$1190.00
Agenda
Speakers
| Name | Organization | Speaking At |
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Andrea Lambert
<p>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 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. 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.</p>
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Third Party Resources Inc | All sessions |