Call Report Series: Call Report Schedule A (Lending): Complexity Clarified
July 15, 2025
Live Webinar:
DateJul 15, 2025Duration90 minutes
12:00 PM PDT01:00 PM MDT
02:00 PM CDT03:00 PM EDT
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar:
- 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
This insightful webinar will address Schedule A loan coding for the all-important Call Report.
This Schedule brings complexity
to a whole new level! Join us to learn the intrinsic intricacies and get
clarity on the instructions. This session will be like a virtual decoder ring
to help you understand loan reporting and schedule preparation issues!
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Categorize loans by type for the Loans and Leases Schedule (Section 1)
- Recognize loans subject to delinquency and troubled loan modification (TLM) reporting (Section 2)
- Reconcile loan charge-offs and recoveries (Section 3)
- Ensure completeness and accuracy of loans to officials (Section 4)
- Identify indirect loans (Section 5)
- Know when servicing assets are required to be recorded (Section 6)
- Classify residential real estate loans (Section 7)
- Define commercial loans according to NCUA rules and regulations (Section 8)
WEBINAR DETAILS
Schedule A covers everything 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, loans sold, and troubled loan modifications (TLMs).
Increase your Call Report acumen and confidently complete Schedule A in a
timely, accurate fashion.
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 institution is prohibited. Print materials may be copied for eligible
participants only.
Presented By
This Webinar Appears In
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