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Call Report Loan Activities and Lending Schedules - 2 Part Series

Ready to enhance your expertise in loan-related Call Report Schedules? This two-part webinar is specifically designed for Call Report preparers, reviewers, and auditors who want to master the complexities of loan reporting. With a focus on accuracy, compliance, and efficiency, this series will provide the insights you need to ensure loan data is reported flawlessly.

Upcoming
February 20, 2025
February 21, 2025
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
  • Controller/Accountant
  • Internal Auditor
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Senior Management
  • Training Manager
  • Trainer

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Participants will gain a comprehensive understanding of the specific requirements for preparing loan-related schedules in the Call Report.

This webinar will provide detailed information on loan classifications by Call Code, risk weighting loans and understanding how to allocate loans into the proper RC-R Part II reporting bucket, and reporting unused commitments, reserves on unused commitments, and risk weighting off-balance sheet exposures.

The session will also include identification of HVCRE loans, reporting charge-offs and recoveries, and reporting the Allowance for Credit Losses (ACL) in Schedule RI-C.

The updates and discussions on accounting and financial reporting issues ensure that all participants can enhance their knowledge and skills.

Included Webinars

  • Call Report Loan Activities and Lending Schedules - Part 1
  • Call Report Loan Activities and Lending Schedules - Part 2

Series Details

Call Report Loan Activities and Lending Schedules - Part 1

Call Report Loan Activities and 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: Charge-offs, recoveries, and changes in the ACL
  • 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:None

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 Loan Activities and 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.