Call Report Series: Loan Reporting Part 2: Risk Weighting, Modifications & Multiple Schedules

Date:

Oct 16, 2025

Register

This second installment of Call Report loan reporting will delve into risk weighting, modifications, and multiple schedules.

You’ll learn the “why” behind accurate completion of the schedules and discover how to decrease the associated time burden. Don’t miss this opportunity to get expert insight into complicated forms.

Agenda

October 16, 2025
11:00am - 12:30pm EST

Loan performance reporting on the Call Report can be complicated. The regulators require detailed disclosures on loan performance, including their impact on capital. This webinar will decipher and demystify the instructions related to loan risk weighting, modifications, and the lending memorandum schedules. It will cover the “why” behind the schedules, regulatory instructions, relevant accounting guidance, best practices, and common misconceptions.

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
  • Understand more complex aspects of reporting loans, including memoranda and income, off-balance sheet, delinquency, and risk-based capital schedules
  • Navigate the Call Report glossary and instructions
  • Reduce time spent completing these complex forms
Speaker(s)

Harrison Powers
CLA

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 loan administration employees and support bank personnel involved with preparing or reviewing the Call Report. Previous experience preparing Call Report schedules will be helpful.

TAKE-AWAY TOOLKIT

  • Links to reference materials and helpful websites
  • Loan coding hierarchy guide
  • 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

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.

Fees

Live Webinar - $255

  • Unlimited connections for your institution
  • Available on desktop, mobile & tablet
  • Take-away toolkit
  • Presenter’s contact info for questions

On-Demand Webinar - $255

  • Unlimited & shareable access starting two business days after live stream
  • Available on desktop, mobile & tablet devices 24/7
  • Take-away toolkit
  • Ability to download webinar video
  • Presenter's contact info for questions

Live + On-Demand - $375

Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.

**100% surcharge applied to non-members.

Association Contact

Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank