Call Report on Loan Related Items-2 Part Series Webinar

This 2 part series will take place on February 17th and 18th at 1:30 PM CT.

The Call Report has been subject to many changes over the course of 2020 and continues to be impacted by economic, accounting and regulatory changes. Extensive changes took place over the course of the past few years and there are more on the horizon. Our recent challenges related to the economic crisis under COVID-19 have added to the reporting burden for loans with changes impacting all financial institutions that will continue into 2021.

This 2-part webinar will help you learn the classification priority for reporting loan information correctly and will provide detailed information related to:

  • Loan classifications by Call Code
  • Reporting unused commitments and reserves on unused commitments
  • Derivatives originating from mortgages held for sale
  • Insider loan reporting
  • Troubled debt restructurings
  • Regulatory reporting adjustments that continue into 2021 upon adoption of ASU 2016-13 Current and Expected Credit Losses (CECL)
  • Reporting purchase credit impaired loans vs credit deteriorated loans under ASU 2016-13

Discussion topics covered in detail include the continuation of regulatory changes impacting the March 31, 2021 Call Report resulting from the CARES Act and COVID-19 to include:

  • Reporting PPP loans and any associated borrowings
  • Troubled debt restructurings under section 4013 of the CARES Act
  • HVCRE definition revisions effect for the June 30, 2020 Call Report
  • Off-balance sheet exposures reportable for eligibility for the CBLR framework
  • CECL reporting across applicable schedules.
  • Classification of HELOCs and reporting changes to open-end and closed-end lines of credit secured by 1-4 family residential properties that will be effect for reporting in 2021.

The FFIEC 041and 051 forms will be the discussion focus in the presentation. Participants are encouraged to bring a copy of a recently filed Call Report for reference.

Covered Topics

  • RC-C on loan classifications and type codes
  • RC-C memoranda on restructured loans and Section 4013 loans
  • RC-K on reporting average balances of loans
  • RC-L on reporting unused commitments and letters of credit
  • RC-M related to reporting insider loans and reporting PPP loan information
  • RC-N with coverage on reporting past due loans, non-accrual Loans and TDRs
  • RI-B on charge-ffs, recoveries and changes in the ALLL or the ACL for CECL banks
  • RI-C reporting on the ALLL or the ACL for CECL banks
  • RI-E focused on reporting adjustments to the ALLL or the ACL for CECL banks
  • RC-R related risk weighting the loan portfolio

Who Should Attend?

This review of the loan schedules will benefit anyone responsible for loan accounting, lending operations to include loan officers, loan assistants, and any loan operations personnel responsible for coding loans or maintaining detailed documentation on the loan portfolio. This training will supplement annual comprehensive Call Report training recommended by bank regulators.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

View Delivery Options

Related Topics

Instructor

Cynthia Dopjera
Cynthia Dopjera

Ms. Dopjera, a Certified Public Accountant, has 38 years of experience focused on accounting and regulatory reporting for financial institutions. During the first 18 years of her career, Ms. Dopjera h... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
Call Report on Loan Related Items-2 Part Series0.25 Any AnyWebinarSix Month On-Demand Recording Cynthia Dopjera$535.00 Register Now
Call Report on Loan Related Items-2 Part Series0.25 Any AnyWebinarCD-ROM Video Recording Cynthia Dopjera$625.00 Register Now
Delivery Options

LIVE WEBINAR:
INCLUDES 7 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time. And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:
With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:
If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

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