Wednesday
Sep 1
2021

Call Report Loan Classifications & Basic Lending Schedules

Registration Options & Pricing

Please select your membership status.


On-Demand Access Includes:

  • Unlimited Access to Webinar Recording
  • Can be viewed anytime 24/7, beginning 2 business days after the webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your credit union
  • Presenter’s contact info for follow-up
150+
Webinars
Available
100%
Satisfaction
Guaranteed

This is a 90-minute webinar.

9:00 am – 10:30 am HST
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

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.

Attendance certificate provided to self-report CE credits.

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

DON'T MISS THESE RELATED WEBINARS!

"Call Report Fundamentals for New Preparers & Reviewers"
June 3, 2021
Available Now

"Auditing Call Reports"
April 29, 2021
Available Now

"Call Report 2021 Update, Including COVID's Impact & Top 10 Errors"
January 5, 2021
Available Now

 

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

MEET THE PRESENTER


We provide credit union webinars on compliance, lending, regulations, security, operations, new accounts, collections, fraud, security & other topics. For more information on credit union education and online training opportunities, join our mailing list.