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. Examiners are reviewing call
report schedules in much more detail than in the past. The rules for
schedule RC-C dictate how loans are to be reported on all loan schedules,
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 and will provide
detailed information on correctly reporting unused commitments, interest
rate lock commitments, and insider loans.
Covered
Topics:
- RC-C, Loan Classification
- RC-C Memoranda
- RC-K, Loan Quarter to Date Averages
- RC-L, Unused Commitments, Letters of Credit,
Interest Rate Locks
- RC-M, Insider Loans
- RC-N, Past Due and Non-accrual Loans
- RI 1a, Interest & Fee Income on Loans
- RI-B, Charge-Offs and Recoveries
Who
Should Attend?:
This
review of the loan schedules will benefit anyone in the lending area,
including loan officers, loan assistants, and any loan operations personnel
responsible for coding loans. 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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