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Call Report Series:
Complying with Complex Call Report Lending Schedule Preparation

Registration Options and Pricing

Please select your membership status.

Wednesday, October 12, 2016

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

Providing more granular information to regulatory agencies, the Call Report continues to change. Lending Call Report schedules provide critical credit information to regulators. Today’s schedules provide more information about a bank’s loan portfolio than in the past. However, lending schedules are frequently misunderstood by bankers, which can result in misreporting or underreporting required information. This session will provide a deeper look at the Call Report lending schedules and focus on more complex reporting topics. Session highlights will include reporting troubled debt restructurings on Schedules RC-C and RC-N, secondary market lending activities on Schedule RC-P, mortgage servicing activities on Schedule RC-S, loan-related commitments on Schedule RC-L, and related party loans on Schedule RC-M.

Continuing Education: Attendance verification for CE credits upon request

HIGHLIGHTS

  • Accurate reporting of troubled debt restructurings (TDRs) in Schedules RC-C and RC-N, including recent guidance on the renewal of TDR loans and changes effective September 30, 2016
  • Detailed review of Schedule RC-P – 1-4 Family Residential Mortgage Banking Activities
  • Reporting loan-related commitments in Schedule RC-L and the impact on regulatory capital in Schedule RC-R
  • Detailed review of Schedule RC-S – Servicing, Securitization and Asset Sale Activities
  • Reporting other loan-related items, including related-party loans and purchased credit-impaired loans

  • TAKE-AWAY TOOLKIT
    • PDF booklet of relevant regulatory guidance
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key

WHO SHOULD ATTEND?

This informative session is designed for Call Report preparers and reviewers, loan administration staff, CFOs, controllers, and others responsible for providing information for the Call Report or to bank regulators.

PLEASE NOTE:    Webinar content is subject to copyright and intended for your individual financial institution’s use only.

MEET THE PRESENTERS

Michael Gordon Michael Gordon, CPA, MBA
Mauldin & Jenkins, LLC

 

 

 

 

 

 Alison Wester Alison Wester, CPA
Mauldin & Jenkins, LLC