Call Report: Lending Schedules Workshop Webinar

Join us for a 2.5-hour interactive workshop focused on Call Report Lending Schedules, including loan coding, unfunded commitments, insider loans, and more. You will gain practical skills and tools to confidently complete lending schedules and ensure accurate regulatory reporting.

This setting is live and collaborative (cameras on, microphones on) to encourage discussion, peer learning, and real-world scenario sharing. Space is limited to maintain a hands-on learning environment.

What You’ll Learn

• Properly reporting loans in the balance sheet (Schedule RC)
• Loan income reporting (Schedule RI)
• Loan classifications by call code, including identifying HVCRE loans (Schedule RC-C)
• Unused commitments and letters of credit (Schedule RC-L)
• Insider loan reporting and what to be aware of for proper reporting (Schedule RC-M)
• Charge-offs and recoveries (Schedule RI-B)
• Past due and non-accruals (Schedule RC-N)
• The Allowance for Credit Losses (Schedule RI-C)
• Plus:
  • Scenario-based exercises to apply your knowledge
  • Reference tools to support future Call Report filing

    Who Should Attend

This workshop is ideal for:

• Those who prepare, review or approve the Call Report
• Loan operations and credit administration staff
• Accounting and finance professionals
• Auditors and examiners seeking deeper loan reporting awareness
• Whether you are new to Call Reports or a seasoned expert, you will walk away with sharpened skills, new insights, and increased confidence.