Call Report Series: Loan Reporting Part 1: Loan Coding Basics
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
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.
TESTIMONIALS
"The presenter was very knowledgeable and was able to deliver the instructions in a simple step-by-step process."
- Claudia, Carver State Bank
Presented By
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