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CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
Program
Content:
Loan
information on the Call Report provides critical credit information for
regulators, especially in today’s environment. The rules for coding loans
reported on Schedule RC-C dictate how loans are to be reported on all loan
schedules in the Call Report, including the income statement, charge-offs
and recoveries, averages, and past dues and non-accruals. This webinar will
help you learn the classification priority for reporting loan information
correctly. Learn when to code the loan based on borrower, when to code
based on collateral, and when to code based on purpose. In addition, this
webinar will cover the four risk-based capital categories of loans,
residential mortgage exposures, high volatility commercial real estate
(including the alternate definition discussed in the June, 2018
supplemental instructions), past due 90+ days and non-accrual, and other
loans and the rules for risk weighting loans within each category as well
as the reporting of unfunded commitments.
Covered
Topics:
- How and when to code loans based on borrower,
purpose, or collateral
- Risk-based capital on balance sheet loan categories
and allowed risk weightings for each category
- Risk-based capital loan related off balance sheet
items
Who
Should Attend?:
Anyone
responsible for assigning or reviewing the regulatory codes on loans, and
anyone responsible for preparing risk-based capital, including loan
officers, loan assistants, loan operations personnel, and call report
preparers. The webinar will review the classification priority rules for
schedule RC-C and cover where loans are reported on RC-R and the criteria
for risk-weighting within each category. This two-hour update will benefit
even experienced Call Report preparers, reviewers, and auditors. It will
supplement annual comprehensive Call Report training recommended by bank regulators.
Please forward email
to appropriate person(s).
Instructor:
Ann
Thomas has
over thirty years of experience in bank accounting and control. She
received a BA in Accounting from the University of Houston in 1982. She
worked with Judith Alexander Jenkins for 15 years, providing planning,
financial reporting, regulatory reporting, and operational and compliance
auditing services to over ninety independent banks. In 1998, she organized
Thomas Consulting. As Thomas Consulting, she has performed regulatory
compliance audits and training, internal control audits, and prepares and
reviews Call Reports for numerous banks. Ms. Thomas has taught call report
seminars for state banking associations since 1999. She has presented the
Call Report Seminars to and has responded to questions from thousands of
bankers across the country. Her experience in working with a broad range of
independent banks is of unique value in understanding Call Report questions
and in communicating with bankers in their own language.
What
Is A Webinar?:
A
webinar combines the clarity of an audio teleconference with the
interactivity and visual presentation of the internet. All you need to
participate is a telephone and an internet connection. Even if you don't
have an internet connection, you can still participate in the audio
session. Listening to the program over the telephone and following the
written materials is an effective alternative!
Unable
To Attend?:
No
problem. You can purchase a recording of the webinar for future use. You
can choose from either an On-Demand Web Link (Good for 6 months from the
webinar date, unlimited use) or a CD-ROM (includes a paper copy of the
PowerPoint slides).
Viewing
Options (all options include applicable handouts):
All
options include applicable handouts. You can choose to pay by credit card
or be billed. Additional Live Webinar connections are $75 each.
Option 1: Live
Webinar and 7 Days OnDemand Video Playback - $265
Option 2:
OnDemand Video (six months access) - $295
Option 3: Live
and 6 Months of OnDemand Video - $365
Option 4: CD-ROM
Video (Includes OnDemand Video) - $345
Option 5: Entire
Package (all of the above) - $395
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