Call Report Lending Schedules - 2 Part Series

This 2-part webinar is tailored for Call Report preparers, reviewers, and auditors, with a specific focus on loan related schedules within the Call Report. We’ll provide in-depth knowledge and guidance on accurately reporting loan-related data in the Call Report.

August 6, 2024
August 7, 2024
Presented by Andrea Lambert
4 CPE Credits
$549.00 or 2 Tokens

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Auditing
  • Lending
  • Reporting
  • Branch Manager
  • Consumer Lender/Retail Banker
  • Controller/Accountant
  • Internal Auditor
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Senior Management
  • Training Manager
  • Trainer

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Call Report preparation demands a deep understanding of bank accounting, regulatory requirements, and various banking operations. Regulatory authorities highly recommend annual training to stay abreast of evolving standards. It’s advisable for banks to designate individuals who are trained as both preparers and reviewers for this critical task.

In this series, participants will gain a comprehensive and detailed understanding of the specific requirements for preparing loan-related schedules in the Call Report. The primary focus will be on the FFIEC 041and 051 forms. The updates and discussions on accounting and financial reporting issues ensure that all participants can enhance their knowledge and skills.

Participants are encourage to bring a copy of a recently filed Call Report for reference, and to communicate specific areas of concern in advance to seminar organizers.

Included Webinars

  • Call Report Lending Schedules - Part 1
  • Call Report Lending Schedules - Part 2

Series Details

Call Report Lending Schedules - Part 1

Call Report Lending Schedules - Part 2

What You'll Learn

  • RC: How to report your loan portfolio
  • RI: Properly reporting loan income
  • RC-C: Loan classifications and type codes
  • RC-C: Memoranda: Reporting modified loans
  • RC-K: Reporting average balances of loans
  • RC-L: Reporting unused commitments and letters of credit
  • RC-M: Reporting insider loans
  • RC-N: Reporting past due loans, non-accrual loans and modified loans
  • RI-B: Reporting charge-offs and recoveries and additional RI-B reporting
  • RI-C: Reporting the ACL
  • RI-E: Reporting adjustments to the ACL
  • RC-R Part I: Unfunded commitments for CBLR
  • RC-R Part II: Risk weighting the loan portfolio and unfunded commitments

Who Should Attend

This program offers value to anyone involved in preparing, reviewing, or signing a Call Report, whether they are newcomers or seasoned professionals.

Field of Study:Accounting

Skill level:Basic

Prerequisites:Some basic familiarity with the bank's Call Report.

Advanced Preparation:None

Andrea Lambert

Instructor Bio

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 B.S. 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.

Continuing Education Credit Information

Call Report Lending Schedules - 2 Part Series has been approved for 4 CPE credits. Credits are redeemable for Live attendance only.

OnCourse Learning is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Students can contact OnCourse Learning via email at support@oncourselearning.com to lodge complaints or issues.