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

October 16, 2025
Live Webinar
DateOct 16, 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 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

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.

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