Complex Call Report Lending Schedules

July 16, 2026

Audit & Accounting Human Resources Lending Operations ACH & Card Services Senior Management & Directors

Live Webinar

DateJul 16, 2026Duration90 minutes

08:00 AM PDT09:00 AM MDT

10:00 AM CDT11:00 AM 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

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If your loan coding is even slightly off, your entire Call Report can unravel fast.

Get it right from the start and avoid the errors regulators notice first. Walk away knowing exactly how to code, classify, and report complex lending data with confidence before small mistakes turn into big findings.

KEY WEBINAR TAKEAWAYS

Tips and best practices for assigning Call Report codes at loan origination
Owner-occupied vs. non-owner occupied commercial real estate and common loans that fall into each category
Common mistakes in the reporting of non-accrual and past due loans in Schedule RC-N
Recent changes to the reporting of loan modifications to borrowers experiencing financial difficulty
Ensuring the consistency of loan codes and loan balances reported in Schedule RC-C and other loan-related schedules throughout the Call Report

This webinar is part of the 2026 Call Report Series

BONUS MATERIALS

PDF booklet of relevant accounting and regulatory guidance

WEBINAR DETAILS

Reporting accurate information on Schedule RC-C and other loan-related schedules is one of the biggest challenges in call reporting. Coding loans correctly at origination is crucial to ensuring loans are included in the correct Call Report categories. This session will highlight common mistakes in coding loans, including what constitutes a loan secured by real estate, and how to determine owner-occupied versus non-owner-occupied loans. Other call reporting challenges, including loans held for sale, loan modifications, and maturity and repricing data will be addressed. The reporting of past due and non-accrual information in Schedule RC-N and reporting allowance for credit loss activity on Schedules RI-B and RI-C will also be covered.

WHO SHOULD ATTEND?

Call Report preparers and reviewers
Chief Financial Officers and Controllers
Credit and loan department personnel responsible for loan schedules
Others responsible for ensuring the accuracy of quarterly Call Reports

TAKE-AWAY TOOLKIT

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.