Call Report Loan Classifications & Basic Lending Schedules

Auditing & Accounting

On-Demand Webinar:

StreamedSep 1, 2021Duration90 minutes

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

See Registration Options

Quarterly Call Reports are a necessary evil.

Data from these reports is used by management, directors, regulators, and more. Since the loan portfolio is the single greatest asset, it follows that learning about Call Report loan classification and lending schedules should be prioritized. This valuable training will guide you through the idiosyncrasies of loan reporting.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Categorize loans by type for the Loans & Leases Schedule (page 6)
Define commercial loans according to NCUA rules and regulations
Distinguish between loans to include and exclude for delinquency reporting
Reconcile loan charge-offs and recoveries
Understand the types and sources of unfunded loan commitments

WEBINAR DETAILS

The loan portfolio is the most significant asset for most credit unions, so it’s important that the loan classifications and related disclosures are correct. NCUA’s definition and distinction between member business and commercial loans continues to create confusion. Loans held-for-sale, loan participations, third-party servicers, and foreclosed and repossessed assets contribute to the headache. This session will provide the pain relief needed to help you navigate the eccentricities of loan reporting.

WHO SHOULD ATTEND?

This informative session is designed primarily for individuals involved in the Call Report data collection, preparation, and review process, with a focus on lending and collections.

TAKE-AWAY TOOLKIT

Important links to NCUA’s Credit Union Online website, including upcoming cycle due dates, FAQs, forms, instructions, Call Report access, and technical support
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

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only.