Call Report Series: Loan Reporting Part 1: Loan Coding Basics

Date:

Jul 15, 2025

Register

This insightful webinar will address loan coding basics, terms, and schedules for the all-important Call Report.

You’ll get regulatory guidance, learn how to handle common issues, 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!

Agenda

Tuesday, July 15th, 2025
90 minutes
11:00 am EDT

The Call Report covers everything lending, from loans by category to their performance. How loans are coded influences not only the major loan schedules, but also the income statement, charge-offs and recoveries, and aging. This webinar will decipher and clarify the instructions related to loan code reporting to ensure your loans are accurately reflected under the guidance. It will cover loan coding basics, best practices, loan schedule instructions, and common pitfalls.

Topics

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Apply regulatory Call Report guidance to your institution
  • Define Call Report loan codes, terms, and schedules
  • Resolve commonly encountered issues in loan schedule preparation
  • Navigate the Call Report glossary and instructions
  • Reduce time spent completing these complex forms

TAKE-AWAY TOOLKIT:

  • Links to reference materials and helpful websites
  • 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(s)

Harrison Powers is a principal with CliftonLarsonAllen LLP where he specializes in assurance and consulting services to community financial institutions, private lenders, and financial technology companies. He received his undergraduate degree from the University of Texas at Austin and his master’s degree from the University of Texas at Dallas. He is also a graduate of the Southwestern Graduate School of Banking and a certified public accountant.

Additional Information

Who Should Attend?

This informative session will benefit bank personnel involved with preparing or reviewing the Call Report, as well as those responsible for loan administration.

Fees

$279.00

Available Upgrades

  • On-Demand $279.00 per person
  • Live Access + On-Demand $379.00 per person
Association Contact

Elizabeth DeHaven
Education Manager
o: 317-387-9380 
d: 317-333-7169
edehaven@indiana.bank