Show navigation

Available in:

OnDemand Webinar
Audio & Reference Manual

Preparing a Call Report for Lending Schedules

Regulators place significant emphasis on the accuracy of Call Report information. Regulators monitor bank performance using information provided in the Call Report filing. Accordingly, Regulators place significant emphasis on the accuracy of Call Report information. Inaccurate reporting of your bank's loan portfolio may result in miscalculation of the bank's risk weighted capital ratio and subject the bank to regulatory criticism. This topic will emphasize the reporting of lending activities in various Call Report schedules, focusing on technical compliance with complex regulatory reporting instructions and the implementation of recent changes to reporting loan information in the Call Report. This topic will also identify and discuss common reporting errors to consider as you prepare your call report filing.


Runtime: 87 minutes
Purchase Options

More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Loan Portfolio Reporting

  • Classifying and Reporting Loans by Type (Schedule RC-C)
  • Reporting Unused Loan Commitments (Schedule RC-L)
  • Classifying and Reporting Delinquent and Non-Accrual Loans (Schedule RC-N)
  • Recognizing Income on Loans (Schedule RI)

Reporting Loans in the Regulatory Capital Schedule

  • Identifying and Risk Weighting Residential Mortgage Exposures
  • Identifying and Risk Weighting High Volatility Commercial Real Estate (HVCRE) Exposures
  • Identifying and Risk Weighting 90 Days or More Past Due or in Nonaccrual Status
  • Identifying and Risk Weighting All Other Loan Exposures
  • Identifying and Risk Weighting Accrued Interest Receivable on Loans
Purchase Options

More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Purchase Options

More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Philip Stalcup

Philip Stalcup

Crowe Horwath LLP

  • Senior manager in the Ft. Lauderdale office Crowe Horwath LLP with more than 25 years’ experience providing risk management consulting to financial institutions
  • Primary area of expertise is financial institution risk management in the areas of regulatory reporting, treasury management, asset liability management, and capital management
  • Frequently speaks and writes about issues affecting the financial industry; speaking engagements have included the Federal Reserve Bank of New York, the American Bankers Association, IIA, NACUSAC, and various state banker associations
  • His articles have been published in Bank Director magazine, Western Independent Bankers magazine and Texas Banking magazine
  • Can be contacted at 954-202-2911 or [email protected]
Purchase Options

More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 399237
Published 2016
Purchase Options

Available in Multiple Formats

Purchase this course and learn on your schedule!