This message is sent to you by Bank Newswatch

Call Report - Lending Schedules for Banks

Friday, March 27th, 2020   10:00 am - 12:00 pm CT

Length: 2 hrs     Sponsored by Bank Webinars

Click Here to register $265.00

Click Here to register and receive CD recording $395.00

The Call Report is constantly changing, producing confusion and many questions. Extensive changes took place over the course of the past few years and there are more on the horizon.

Loan information on the Call Report provides critical credit information for regulators, especially in today's environment. Examiners are reviewing call report schedules in much more detail than in the past.

This webinar will help you learn the classification priority for reporting loan information correctly and will provide detailed information related on correctly reporting:

  • Loan classifications by Call Code 
  • Unused commitments
  • Derivatives originating from mortgages held for sale
  • Insider loans
  • Troubled debt restructurings
  • The impact upon implementation of ASU 2016-13 Current and Expected Credit Losses (CECL)
  • Reporting purchase credit impaired loans vs credit deteriorated loans under ASU 2016-13

Ms. Dopjera will be available to answer future Call Report questions by email. All questions should be routed to questions@3princ.com. Annual training is highly recommended by regulators. The FFIEC 041 & 051 forms will be used and discussed in the presentation.

Covered Topics

  • RC-C Loan Classifications
  • RC-C Memoranda on Restructured Loans
  • RC-K, Loan Quarter to Date Averages
  • RC-L, Unused Commitments, Letters of Credit, Derivatives
  • RC-M, Insider Loans
  • RC-N, Past Due, Non-accrual Loans, TDRs
  • RI-B, Charge-Offs, Recoveries and Changes in the ALLL/PCL
  • RI-C Disaggregated Data on the ALLL
  • RI-E Adjustments to the ALLL/PCL

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. This training will supplement annual comprehensive Call Report training recommended by bank regulators.

Faculty

Cynthia 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 held various positions with responsibility across all operational areas, to include accounting, internal audit, Call Report preparation and review while working for community as well as regional banks.

In 2000, Ms. Dopjera joined the public accounting firm of Harper & Pearson Company, P.C., where she served as Practice Leader for the Firm’s financial institutions practice covering community and regional institutions.

The Firm’s services included financial statement audit, accounting, tax preparation and filing, internal control audit, Call Report audit, loan and asset quality review, and design and implementation of internal controls over financial reporting frameworks for institutions regulated under FDICIA and Sarbanes-Oxley. In 2018, Ms. Dopjera retired from Harper & Pearson Company, and currently provides accounting, consulting, and training services to financial institutions.

[[59:header_X-GreenArrow-MailClass:nwm_five_nine]]