Call Report Series: Loan Reporting Part 1: Loan Coding Basics

Audit & Accounting Directors Lending Senior Management Senior Management & Directors

On-Demand Webinar

StreamedJul 15, 2025Duration90 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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This insightful webinar will address loan coding basics, terms, and schedules for the all-important Call Report.

You’ll get regulatory guidance, learn how to handle common issues, 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:

Apply regulatory Call Report guidance to your institution
Define Call Report loan codes, terms, and schedules
Resolve commonly encountered issues in loan schedule preparation
Navigate the Call Report glossary and instructions
Reduce time spent completing these complex forms

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WEBINAR DETAILS

The Call Report covers everything lending, from loans by category to their performance. How loans are coded influences not only the major loan schedules, but also the income statement, charge-offs and recoveries, and aging. This webinar will decipher and clarify the instructions related to loan code reporting to ensure your loans are accurately reflected under the guidance. It will cover loan coding basics, best practices, loan schedule instructions, and common pitfalls.

WHO SHOULD ATTEND?

This informative session will benefit bank personnel involved with preparing or reviewing the Call Report, as well as those responsible for loan administration.

TAKE-AWAY TOOLKIT

Links to reference materials and helpful websites
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.