This event is currently being hosted on a separate registration page. Click here to be redirected to the appropriate page.
Virtual Call Report Preparation Workshop
June 03, 2025 - June 05, 2025
Program Overview
Mass Bankers has partnered with Andrea Lambert of 3PR Inc. to offer a 3-halfday call report preparation workshop. This virtual 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 2025 and beyond.
What You Will Learn
- General preparation instructions,
- Changes in reporting status,
- Regulatory rules and changes, and
- Reporting requirements under GAAP.
Full Agenda HERE
Dates & Times
June 3-5
9:20AM Zoom Sign In | 9:30AM Webinar Start | 1:00PM Webinar Conclude
Who Should Attend?
Accounting/Finance staff, CFOs, and anyone involved in Call Report preparation
Express Grant
The course ID for the Virtual Call Report Preparation workshop is C-12705. Banks with 50 or fewer employees can be reimbursed 100 percent for the program's cost. For more information on the Commonwealth Corporation's Workforce Training Fund Program, please visit their website. If you need assistance with the Express Grant, please contact the Commonwealth Corporation directly.
Agenda
Speakers
| Name | Organization | Speaking At |
|---|---|---|
|
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>
|
Third Party Resources Inc | - |