Call Report Series: Complex Call Report Lending Schedule Preparation

Regular price $258.48 (tax included)

This is an on-demand webinar

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Call Report lending schedules provide critical credit information to regulators. But there are many nuances to correctly completing these schedules. This program will provide a deeper look at Call Report lending schedules and focus on complex reporting topics. Join us to learn more about reporting troubled debt restructurings, secondary market lending activities, mortgage servicing activities, loan-related commitments, related party loans, and the impact of business combinations and loan purchases.


  • Overview of loan coding and classification for Call Report purposes 
  • Reporting:
    • Troubled debt restructurings (TDRs) on Schedule RC-C and RC-N 
    • Lines and letters of credit and other loan-related commitments on Schedule RC-L
    • Loan servicing and sales on Schedule RC-S and RC-P
    • Loans and commitments to bank officers and directors on Schedule RC-M
    • Impact of mergers and acquisitions on the loan schedules


    • Loan coding guide
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key

    This informative session is designed for Call Report preparers and reviewers, lenders, and loan administration staff responsible for providing Call Report information to bank regulators.

    PLEASE NOTE: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.

    ABOUT 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.

    Originally recorded on October 25, 2018.

    Recorded webinar is available until April 30, 2019.

    Free Digital Copy included with purchase to download and view beyond link expiration date.

    Price includes sales tax.