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
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.
- 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
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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.