Introduction to Call Report Loan Classifications

Aug 17, 2017 03:00pm -
Aug 17, 2017 04:30pm
(GMT-5)

Event Description

The loan information presented as part of the Call Report allows examiners to review changes, trends, and concentrations in the bank’s loan portfolio during and between examinations.  Accurate and consistent loan reporting is important to the examiner’s perception of a bank’s overall credit quality.  Yet many bankers struggle with properly classifying loans in accordance with the Call Report standards.  This session will focus on the basics of loan coding and reporting for the Call Report.

Highlights:

  • Overview of the loan classification hierarchy for the Call Report
  • Properly identifying and classifying real-estate loans versus non-real-estate loans
  • Detailed review of loan categories including 1-to-4 family residential loans, owner-occupied versus non-owner-occupied property, construction loans, commercial and industrial loans, and other categories
  • Identifying and reporting high volatility commercial real estate (HVCRE) loans
  • Overview of how loan classifications impact regulatory capital

Take-Away Toolkit:

  • Employee training log
  • Quiz you can administer to measure staff learning and a separate answer key

 

Attendance verification for CE credits provided upon request.

Who Should Attend?

This informative session is designed for Call Report preparers and reviewers, lenders, and loan administration staff responsible for providing information for the Call Report or to bank regulators.

REGISTRATION OPTIONS

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.


Event Type:Webinar &/or On-Demand Link/CD
Early registration ends on Jul 12, 2017.
Regular registration starts on Jul 13, 2017 and ends on Aug 17, 2017.
Late registration starts on Aug 18, 2017.
(GMT-05:00) Eastern Time (US & Canada)

 

Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00
 Recorded Webinar + Free Digital Download
Member Fee: $345.00$345.00$345.00
Non-Member Fee: $490.00$490.00$490.00
 Both Live Webinar and Recorded Webinar + Free Digital Download
Member Fee: $395.00$395.00$420.00
Non-Member Fee: $600.00$600.00$625.00