The Call Report covers everything lending, from loans by category to their performance. How loans are coded influences not only the major loan schedules, but also the income statement, charge-offs and recoveries, and aging. This insightful webinar will address loan coding basics, terms, and schedules for the all-important Call Report. You’ll get regulatory guidance, learn how to handle common issues, and get clarity on the instructions. This session will be like a virtual decoder ring to help you understand loan reporting and schedule preparation issues!
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Apply regulatory Call Report guidance to your institution
- Define Call Report loan codes, terms, and schedules
- Resolve commonly encountered issues in loan schedule preparation
- Navigate the Call Report glossary and instructions
- Reduce time spent completing these complex forms
TAKE-AWAY TOOLKIT
- Links to reference materials and helpful websites
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
WHO SHOULD ATTEND?
This informative session will benefit bank personnel involved with preparing or reviewing the Call Report, as well as those responsible for loan administration.
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
MEET THE PRESENTER
Harrison Powers, CPA, CLA
Harrison Powers is a principal with CliftonLarsonAllen LLP where he specializes in assurance and consulting services to community financial institutions, private lenders, and financial technology companies. He received his undergraduate degree from the University of Texas at Austin and his master’s degree from the University of Texas at Dallas. He is also a graduate of the Southwestern Graduate School of Banking and a certified public accountant.
THREE REGISTRATION OPTIONS – WHAT YOU GET
1. LIVE WEBINAR 2. ON-DEMAND WEBINAR 3. BUNDLE & SAVE
- Unlimited live connections with shareable access within your institution
- Available to view on desktop, mobile & tablet devices
- Take-away toolkit
- Live Q&A session & the presenter's contact info for follow-up questions
- Access the webinar training from your User Portal
- Unlimited and shareable access to the recording within your institution, starting two business days after the live date
- Available to view 24/7 on desktop, mobile & tablet devices
- Take-away toolkit
- Ability to download the webinar video and toolkit items
- Presenter's contact info for follow-up questions
- Access the webinar training from your User Portal
- Save when you Bundle the Live + On-Demand Webinar Registration
- Includes all the items listed above
- Full registration descriptions can be found here
