Limited spots available! This workshop is designed to provide hands-on in-depth knowledge, exercises, and guidance on accurately reporting loan-related data in the Call Report.

Join us for a 2.5-hour workshop as we explore Call Report Lending Schedules, covering loan coding, risk weighting, unfunded commitments, and more! Our workshop will provide attendees with the tools needed to confidently approach loan coding activities that result in accurate lending schedule reporting. The workshop setting (cameras on, microphones on) will also provide a setting for attendees to interact with each other and discuss not only loan coding and risk weighting scenarios but also exchange real life scenarios and pain-points.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)
  
• Risk weighting loans and understanding how to allocate loans into proper
• RC-R Part II reporting buckets
  
• 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)
  
• Scenarios for testing our knowledge
  
• Reference tools for future use