Webinar: Call Report Series: Call Report Schedule A (Lending): Complexity Clarified
July 15, 2025 3:00 pm - 4:30 pm
This insightful webinar will address Schedule A loan coding for the all-important Call Report.
This Schedule brings complexity to a whole new level! Join us to learn the intrinsic intricacies and get clarity on the instructions. This session will be like a virtual decoder ring to help you understand loan reporting and schedule preparation issues!
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 troubled loan modification (TLM) 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
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 loan modifications (TLMs). Increase your Call Report acumen and confidently complete Schedule A in a timely, 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 Certified Public Accountant (CPA) Arizona and Texas, Steve is a member of the Association of International Certified Professional Accountants (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.
Steve has produced and presented expert content for Credit Union Webinar Network since 2015 and has presented to hundreds of credit union professionals nationwide. Want more from Steve? His library of upcoming and on-demand training webinars is below.