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Call Report Update: A Look At 2025
February 11, 2025
Program Overview
With the new year comes new challenges in Call Report compliance. As regulations tighten and scrutiny intensifies, staying proactive is essential to keep your reporting accurate and compliant. Equip yourself with the latest insights to streamline your process and avoid common pitfalls that can trip up even the most seasoned preparers
- Get Ahead of Key Updates: Dive into the latest Accounting Standards Updates (ASU) and learn about the impact and timelines to stay ahead of the curve.
- Decode Regulatory Insights: Understand the latest regulatory communications and how to implement them effectively, minimizing risk and optimizing your reporting.
- Address Common Challenges: Discover solutions to frequent pain points faced by Call Report preparers and reviewers, so you can approach the year with confidence.
Stay compliant, reduce stress, and sharpen your Call Report skills with insights that will keep you on the cutting edge for 2025 and beyond. Don’t miss your chance to set the tone for a successful reporting year!
What You Will Learn
- ASU 2022-03 Fair value measures for equity securities with contractual restrictions,
- ASU 2023-08 and Staff Accounting Bulletin No 121 on Crypto-asset safeguarding obligations,
- FIL 54-2023: and FIL 37-2023: Reporting uninsured deposits,
- FIL 3-2024: Proposed revisions for the September 2025 reporting period,
- The Impact of OCC’s Community Bank Supervision Operating Plan for 2025,
- A discussion on Brokered Deposits, AND
- A look at loan coding and Schedule RC-C
Date & Time
February 11, 2025
9:50AM Zoom Sign In | 10:00AM Webinar Start | 12:00 Webinar Concludes
Who Should Attend?
Accounting/Finance staff, CFOs, and anyone involved in Call Report preparation
Agenda
Speakers
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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 | - |