Webinar: Call Report Schedule A (Lending): Clarifying the Confusion
April 12, 2023 3:00 pm - 4:30 pm
Would your Call Report Schedule A get an “A”?
With the NCUA’s Call Report Modernization project and last year’s restructuring of the Call Report, some confusion may remain. This in-depth session will clarify the confusion surrounding Schedule A, provide expert insight, and increase your Call Report savvy.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Categorize loans by type for the Loans and Leases Schedule (Section 1)
- Recognize loans subject to delinquency and TDR reporting (Section 2)
- Reconcile loan charge-offs and recoveries (Section 3)
- Ensure completeness and accuracy of loans to officials (Section 4)
- Identify indirect loans (Section 5)
- Know when servicing assets are required to be recorded (Section 6)
- Classify residential real estate loans (Section 7)
- Define commercial loans according to NCUA rules and regulations (Section 8)
WEBINAR DETAILS
The National Credit Union Administration (NCUA) started the Call Report Modernization (CRM) project in 2016 and completely restructured the Call Report as of March 31, 2022. The new Schedule A covers everything lending, from loans by category to commercial lending. Many consider Schedule A to be the most complex and confusing part of the entire Call Report. This webinar will decipher and clarify the instructions related to Schedule A and provide context and examples for commercial loans, loans sold, and troubled debt restructurings (TDRs). Increase your Call Report acumen and confidently complete Schedule A in a timely and accurate fashion.
WHO SHOULD ATTEND?
This informative session is designed for individuals involved in Call Report data collection, preparation, and review, with a focus on lending and collections.
TAKE-AWAY TOOLKIT
- Important links to NCUA’s Credit Union Online website, including updated Call Report forms, instructions, and recent changes
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
Speaker: Stephen J.M. Schiltz, CLA
Steve Schiltz is principal with CLA’s Tucson office. He began his career with CLA in 2002 and has extensive experience providing assurance and consulting services to community financial institutions. Steve has made presentations to management teams, supervisory committees, and boards of directors, as well as national speaking engagements and webinars.
A licensed CPA in Arizona and Texas, Steve is a member of the AICPA, Arizona Society of CPAs and the Beta Gamma Sigma Honor Society. He received his bachelor’s in accounting, cum laude, from the University of Arizona in Tucson.