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
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.
- Employee training log
- Interactive quiz
ABOUT THE PRESENTER – Susan Sabo, 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.
- Live Webinar - $245
- Recorded Webinar and Digital Download - $245 plus tax
- Live Webinar, Recorded Webinar, and Digital Download - $320 plus tax