The registration period is from Jun 10, 2019 12:00 to Feb 20, 2020 12:00
Call Report Series: Introduction To Call Report Loan Classifications - Details
Registration for this event is open from: Jun 10, 2019 12:00 to Feb 20, 2020 12:00

Where: Webinar, Recorded, Both Live/Recorded

Date: Aug 20, 2019

 
Add to calendar /education-events/event/1087/Call-Report-Series--Introduction-to-Call-Report-Loan-Classifications?Itemid114= 2019-08-20 14:00:00 2019-08-20 15:30:00 0 Call Report Series: Introduction to Call Report Loan Classifications Call Report Series: Introduction to Call Report Loan Classifications ... - US - YYYY/MM/DD

Event description:

Call Report Series:

Introduction to Call Report Loan Classifications

Webinar OR Recorded Webinar + Free Digital Download

Tuesday, August 20, 2019

12:00 pm – 1:30 pm Pacific

1:00 pm – 2:30 pm Mountain

2:00 pm – 3:30 pm Central

3:00 pm – 4:30 pm Eastern

The loan information provided in Call Reports allows examiners to review changes, trends, and concentrations in the bank's loan portfolio during and between examinations. Accurate and consistent loan reporting affects an examiner's perception of a bank's overall credit quality. This webinar will focus on Call Report loan classifications, including accurately coding loan types, identifying real estate loans, and other pertinent categories such as residential real estate loans, construction loans, owner-occupied versus non-owner-occupied loans, and multifamily loans. This session will prepare individuals to report loans on Schedule RC-C Part I and other Call Report schedules.

HIGHLIGHTS

  • Key loan-related definitions used by examiners
  • Understanding the loan classification hierarchy established in the Call Report instructions
  • Identifying whether loans are considered real estate loans for Call Report purposes
  • Distinguish between owner-occupied and non-owner-occupied property
  • How loan coding impacts other aspects of the Call Report, including regulatory capital
  • TAKE-AWAY TOOLKIT
    • Employee training log
    • NEW – Interactive quiz

WHO SHOULD ATTEND?

This informative session is designed for Call Report preparers and reviewers, lenders, and loan administration staff responsible for providing information for the Call Report or to bank regulators.

Please note:  The live webinar option allows you to have one internet connection (from a single computer terminal).  You may have as many people as you like listen and watch from your office computer.

 Amanda Garnett      ABOUT THE PRESENTER – Amanda C. Garnett, CPA, CliftonLarsonAllen LLP

Amanda Garnett is a principal in CliftonLarsonAllen's Peoria, Illinois office. She is responsible for the overall coordination and delivery of tax services for financial institutions served by CLA’s Midwest Region and also serves as national financial institution tax leader.

Amanda has extensive experience in the coordination and supervision of tax services for financial institutions, including federal tax compliance, state tax issues, tax planning, and mergers and acquisitions. In addition, she provides consulting and training for financial institutions across the country, ranging from $10 million to $5 billion in assets.

THREE REGISTRATION OPTIONS

Note:  All materials are subject to copyright.  Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited.  Print materials may be copied for eligible participants only.

  1. LIVE WEBINAR

The live webinar option allows you to have one internet connection from a single computer terminal.  You may have as many people as you like listen and watch from your office computer.  Registrants receive a website address and passcode that allows entrance to the seminar.  The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, passcode, and handouts will be emailed prior to the broadcast.  You will need the most current version of Adobe Reader available free at www.adobe.com. 

  1. RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Can’t attend the live webinar?  This option provides a recording of the live event, including audio, visuals, and handouts.  We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar.  You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

The recorded webinar may ONLY be ordered for 6 months following the live webinar.  In addition, the download must be completed within 6 months of the live webinar date. 

  1. BOTH LIVE WEBINAR & RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Options 1 and 2 described above.

 AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

 

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