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

July 15, 2025
Live Webinar
DateJul 15, 2025Duration90 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
See Registration Options

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

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.

Presented By

Harrison PowersHarrison Powers
CliftonLarsonAllen LLP

This Webinar Appears In

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