Advanced Lending Schedules: Commercial Loans, Indirect Loans, CARES Act Loan Modifications & More

Auditing & Accounting Directors Lending Senior Management

On-Demand Webinar:

StreamedJul 18, 2022Duration90 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

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As of March 31, 2022, the NCUA completely restructured the Call Report. Do you know what changed?

This webinar will provide expert insights, relay all the latest information, and give you the confidence to accurately complete the related schedules.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Categorize loans by type for the Loans & Leases Schedule (Section 1)
Distinguish between loans to include and exclude for delinquency reporting (Section 2)
Reconcile loan charge-offs and recoveries (Section 3)
Know when mortgage servicing assets are required to be recorded (Section 6)
Differentiate between the different types of loan participations (Section 6)
Define commercial loans according to NCUA rules and regulations (Section 8)

WEBINAR DETAILS

The NCUA started the Call Report Modernization (CRM) Project in 2016 and completely restructured the call report as of March 31, 2022. The new Schedule A covers everything in lending, from loans by category to commercial lending. Many consider Schedule A to be the most complex and confusing part of the entire Call Report. This webinar will decipher and clarify the instructions related to Schedule A and provide context and examples for commercial loans, indirect loans, CARES Act loan modifications, and more. Increase your Call Report acumen and confidently complete the new Call Report timely and accurately.

WHO SHOULD ATTEND?

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

TAKE-AWAY TOOLKIT

Important links to NCUA’s Credit Union Online website, including updated Call Report forms, instructions, and recent changes
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 financial institution is prohibited. Print materials may be copied for eligible participants only.

TESTIMONIALS

"The material presented was detailed and well presented. The speaker pointed out items that can be confusing and provided resources to assist."

-Dawn, Texas Trust Credit Union

Presented By

Stephen J.M. Schiltz

CLA