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Tuesday, August 20, 2019

Call Report Series: Introduction to Call Report Loan Classifications

Start Date: 8/20/2019 1:00 PM MDT
End Date: 2/20/2020 2:30 PM MST


Organization Name: Independent Bankers of Colorado

Contact:
Tara F. Hunter
Email: thunter@ibcbanks.org
Phone: 303-832-2000

Call Report Series: Introduction to Call Report Loan Classifications
1:00 pm – 2:30 pm MT


The loan information provided in Call Reports allows examiners to review changes, trends, and concentrations in the bank's loan portfolio during and between examinations.  Accurate and consistent loan reporting affects an examiner's perception of a bank's overall credit quality.  This webinar will focus on Call Report loan classifications, including accurately coding loan types, identifying real estate loans, and other pertinent categories such as residential real estate loans, construction loans, owner-occupied versus non-owner-occupied loans, and multifamily loans.  This session will prepare individuals to report loans on Schedule RC-C Part I and other Call Report schedules.
 
HIGHLIGHTS

  • Key loan-related definitions used by examiners
  • Understanding the loan classification hierarchy established in the Call Report instructions
  • Identifying whether loans are considered real estate loans for Call Report purposes
  • Distinguish between owner-occupied and non-owner-occupied property
  • How loan coding impacts other aspects of the Call Report, including regulatory capital
  • TAKE-AWAY TOOLKIT
    • Employee training log
    • NEW – Interactive quiz

 
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.

Continuing Education: Attendance verification for CE credits upon request.  
NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.
 
  MEET THE PRESENTER
Amanda C. Garnett, CPA, CFSA
CliftonLarsonAllen LLP
Amanda Garnett is a principal in the Financial Institutions Group of CliftonLarsonAllen LLP in the Peoria, Illinois office. She has experience in the areas of financial statement audits, internal audits, regulatory reporting, tax compliance, and consulting for financial institutions ranging from $10 million to $5 billion in assets.
 
Amanda oversees coordination and delivery of tax services for community bank clients served out of CLA’s Midwest Region. She has extensive expertise in federal tax compliance, state tax issues, tax planning, and mergers and acquisitions. In addition to tax services, Amanda performs consulting services and training for financial institutions across the country on Call Reports and regulatory capital.