Loan Reporting Part 2: Risk Weighting, Modifications & Multiple Schedules

Audit & Accounting Lending Senior Management & Directors

On-Demand Webinar

StreamedOct 16, 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 second installment of Call Report loan reporting will delve into risk weighting, modifications, and multiple schedules.

You’ll learn the “why” behind accurate completion of the schedules and discover how to decrease the associated time burden. Don’t miss this opportunity to get expert insight into complicated forms.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Apply regulatory Call Report guidance to your institution
Define Call Report loan codes, terms, and schedules
Understand more complex aspects of reporting loans, including memoranda and income, off-balance sheet, delinquency, and risk-based capital schedules
Navigate the Call Report glossary and instructions
Reduce time spent completing these complex forms

Make Sure You Watch - Loan Reporting Part 1: Loan Coding Basics

WEBINAR DETAILS

Loan performance reporting on the Call Report can be complicated. The regulators require detailed disclosures on loan performance, including their impact on capital. This webinar will decipher and demystify the instructions related to loan risk weighting, modifications, and the lending memorandum schedules. It will cover the “why” behind the schedules, regulatory instructions, relevant accounting guidance, best practices, and common misconceptions.

WHO SHOULD ATTEND?

This informative session will benefit loan administration employees and support bank personnel involved with preparing or reviewing the Call Report. Previous experience preparing Call Report schedules will be helpful.

TAKE-AWAY TOOLKIT

Links to reference materials and helpful websites
Loan coding hierarchy guide
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.