TDRs: Defining, Examples, Financial Reporting & Best Prac...

TDRs: Defining, Examples, Financial Reporting & Best Prac...

TDRs: Defining, Examples, 
Financial Reporting & Best Practices 

Thursday, June 4, 2020
3:00 pm – 4:30 pm Eastern

Are you properly identifying and reporting TDRs?  Don’t have any, you say?  Are you sure?  This webinar will use scenarios to help define, identify, and properly report TDRs.  

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Define and identify troubled debt restructurings (TDRs)
  • Explain interagency TDR regulatory guidance 
  • Calculate required TDR reserves in the allowance for loan losses
  • Compile TDR disclosures
  • Implement TDR best practice recommendations

WEBINAR DETAILS 

Can you relate to any of these statements? 

  • We don’t make TDRs. 
  • We did some TDRs during the Great Recession, but they were all temporary and aren’t considered TDRs anymore. 
  • We don’t change loan terms, we only grant payment extensions.
  • We don’t change loan terms, the bankruptcy court does.

If so, there is a good chance that TDRs are going unreported.  While the TDR definition seems quite simple on the surface, identifying TDRs is not so easy.  This session will cover many different scenarios so you can properly identify, track, reserve, and report TDRs.  Please bring your questions!

WHO SHOULD ATTEND? 

This informative session is designed for lending and collections personnel, loan modification staff, and those responsible for TDR accounting and reporting.

TAKE-AWAY TOOLKIT

  • TDR evaluation checklist
  • Employee training log
  • Interactive quiz

SPEAKER

Stephen J.M. Schiltz, CPA, CliftonLarsonAllen LLP 

Steve Schiltz is principal with CLA’s Tucson office.  He began his career with CLA in 2002 and has extensive experience providing assurance and consulting services to community financial institutions.  Steve has made presentations to management teams, supervisory committees, and boards of directors, as well as national speaking engagements and webinars.

A licensed CPA in Arizona and Texas, Steve is a member of the AICPA, Arizona Society of CPAs and the Beta Gamma Sigma Honor Society.  He received his bachelor’s in accounting, cum laude, from the University of Arizona in Tucson.

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 & Special Events Coordinator, Patti Webb, (614) 610-1877.

Registration Options
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 will allow 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 to you prior to the broadcast. You will need the most-current version of Adobe Reader available free at www.adobe.com.

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.

Additional Live Webinar Connections– Registering another banker from a different location

Both Live Webinar & Recorded webinar + Free Digital Download– Includes Live Webinar and Recorded Webinar options above.

When
6/4/2020
Registration is closed.