Do you second-guess which Call Report loan code to use?
Unsure where loan income really belongs?
Wondering if your residential mortgages are sitting in the correct risk weighting bucket?
If you have ever paused, second-guessed, or said “I think this is right” while working through your loans and lending schedules, this workshop is for you!
What This Workshop Delivers:
This 2.5-hour hands-on workshop is built to eliminate uncertainty in Call Report lending schedules.
We break down loan coding, classifications, risk weighting, unfunded commitments, and allowances in a clear and practical way. We will analyze real world examples and discuss common pain points, compare peer approaches, and provide you with practical tools to take with you.
Limited spots are available to keep the workshop interactive and engaging.
What You’ll Learn:
- Balance Sheet Loan Reporting
Schedule RC – Properly reporting loans in the Report of Condition - Loan Income Reporting
Schedule RI – Putting loan income in the right place, every time - Loan Classifications & Call Codes
Schedule RC-C – Including identifying and reporting HVCRE loans - Risk Weighting Made Clear
Schedule RC-R Part II – Allocating loans to the correct risk-weight buckets - Unused Commitments & Letters of Credit
Schedule RC-L – What to report and how - Insider Loan Reporting
Schedule RC-M – What examiners expect and common pitfalls to avoid - Charge-Offs & Recoveries
Schedule RI-B – Getting the timing and reporting right - Past Due & Nonaccrual Loans
Schedule RC-N – Accurate aging and classification - Allowance for Credit Losses (ACL)
Schedule RI-C – Understanding how loans flow into the allowance
Who Should Attend:
- 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.