Start Date: 10/16/2025 9:00 AM MDT
End Date: 10/16/2025 10:30 AM MDT
Event Website: https://financialedinc.com/call-report-series-loan-reporting-part-2-risk-weighting-tdrs-multiple-schedules
Organization Name:
Independent Community Bankers of Colorado
Contact:
This second installment of Call Report loan reporting will delve into risk weighting, modifications, and multiple schedules. Loan performance reporting on the Call Report can be complicated. The regulators require detailed disclosures on loan performance, including their impact on capital. This webinar will decipher and demystify the instructions related to loan risk weighting, modifications, and the lending memorandum schedules. It will cover the “why” behind the schedules, regulatory instructions, relevant accounting guidance, best practices, and common misconceptions. Don’t miss this opportunity to get expert insight into complicated forms.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Apply regulatory Call Report guidance to your institution
- Define Call Report loan codes, terms, and schedules
- Understand more complex aspects of reporting loans, including memoranda and income, off-balance sheet, delinquency, and risk-based capital schedules
- Navigate the Call Report glossary and instructions
- Reduce time spent completing these complex forms
TAKE-AWAY TOOLKIT
- Links to reference materials and helpful websites
- Loan coding hierarchy guide
- 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 loan administration employees and support bank personnel involved with preparing or reviewing the Call Report. Previous experience preparing Call Report schedules will be helpful.
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
