Call Report Basic Lending Schedules:
Coding, Classifications & Loan Loss Allowance

(90-minute webinar – recording also available)

Wednesday, April 28, 2021

12:00 PM Pacific       1:00 PM Mountain

2:00 PM Central       3:00 PM Eastern

Calling all Call Report preparers!  Examiners are watching what you do and checking your work – during and between examinations.  Accuracy and consistency are important by themselves, but also influence examiners’ perception of your bank.  Learn more about correctly preparing basic lending schedules with this timely webinar.  

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Explain key loan-related definitions used by examiners
• Identify the loan classification hierarchy in the Call Report instructions
• Discuss how loan coding impacts other aspects of the Call Report, including regulatory capital
• Accurately report the allowance for loan loss information on Schedule RI-B
• Understand and identify troubled debt restructurings (TDRs), including the extension of Section 4013 of the CARES Act

WEBINAR DETAILS

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, which is particularly pertinent during this challenging time.  This webinar will focus on Call Report loan classifications, including accurately coding loan types, identifying and reporting TDRs, and reporting activity related to the allowance for loan losses.  This session will prepare participants to report loans on Schedule RC-C Part I, Schedule RI-B, and other related Call Report schedules.

WHO SHOULD ATTEND?

This informative session is designed for Call Report preparers, community bank controllers, CFOs, lenders, loan processors, and other members of management. 

TAKE-AWAY TOOLKIT

• Employee training log
• Interactive quiz 

DON’T MISS THESE RELATED WEBINARS!

Call Report Update 2021

on Thursday, January 21, 2021

 Call Report Preparation: Schedule RC-R, Regulatory Capital

on Tuesday, June 22, 2021

Improving Call Report Efficiency: Documentation, Accuracy & Common Errors

on Thursday, August 19, 2021

    MEET THE PRESENTER - Susan D. Sabo, CPA, CLA

Susan Sabo is a principal in CLA’s Charlotte, North Carolina office and joined the firm in 2020 with more than 20 years of financial services experience. She began her career auditing financial institutions before moving into the financial services industry at small community banks and Fortune 500 companies. Susan has served in a variety of industry roles including controller, chief accounting officer, and business unit CFO. She has been involved in multiple mergers and acquisitions ranging from $150 million to $500 billion, with engagement at all stages of the process. Susan holds a bachelor’s degree from Elizabethtown College in Pennsylvania and is a CPA in North Carolina.

THREE REGISTRATION OPTIONS – WHAT YOU GET

1. Live Webinar Includes

• Unlimited connections within your institution to the Live Webinar
• Handout and Take-Away Toolkit
• Available on desktop, mobile & tablet
• Presenter’s contact info for follow-up 

2. Recorded Webinar Includes

• Recording of the Live Webinar
• Available two business days following Live date
• Handout and Take-Away Toolkit
• Available on desktop, mobile & tablet
• Free Digital Download, yours to keep
• Share link with anyone at your institution
• Presenter’s contact info for follow-up

3. Purchase the BOTH Option to receive all the benefits listed above! Full registration descriptions can be found here.

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.

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE