Call Report Series

Call Report Series

Call Report Series: 
Introduction to Call Report Loan Classifications
Tuesday, August 20, 2019
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:

    o Employee training log
    o 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.

Speaker

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. 

 
 

Attendance verification for CE credits provided upon request.

Webinar Sponsored by Financial Education & Development

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Registration Options
Live Webinar: Register for the live event and get five days access to the On Demand Playback. You’ll have an opportunity to ask questions during the presentation and be free to review the content for the next 5 (business) days Registration also includes links to presenter materials, handouts, and pdfs.
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.

Live Webinar: Register for the live event and get five days access to the On Demand Playback. You’ll have an opportunity to ask questions during the presentation and be free to review the content for the next 5 (business) days Registration also includes links to presenter materials, handouts, and pdfs.
Additional Hookups: Registering another banker from a different location
Live Webinar + On-Demand Link : Both live webinar & recorded webinar + free digital download 

When
8/20/2019

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