Webinar

RC-C Loan Codes for the Call Report

This webinar will help you learn the classification priority for reporting loan information correctly.  Learn when to code the loan based on borrower, when to code based on collateral, and when to code based on purpose.

Loan information on the Call Report provides critical credit information for regulators, especially in today’s environment. The rules for coding loans reported on schedule RC-C dictate how loans are to be reported on all loan schedules in the Call Report, including the income statement, charge-offs and recoveries, averages, and past dues and non-accruals.

Highlights

  • How and when to code loans based on borrower, purpose, or collateral
  • What qualifies as real estate collateral
  • When to report a non-farm, non-residential secured loan as owner occupied

Audience

he RC-C Loan Coding webinar is designed for anyone responsible for assigning or reviewing the regulatory codes on loans – loan officers, loan assistants, loan operations personnel, and call report preparers. The webinar will review the classification priority rules for schedule RC-C.  

This one hour update will benefit the more experienced Call Report preparers, reviewers, and auditors.  It will supplement annual comprehensive Call Report training recommended by bank regulators.

Speaker

Ann Thomas has thirty years of experience in bank accounting and control. She received a BA in Accounting from the University of Houston in 1982. From 1982 through 1997 she worked with Judith Alexander Jenkins, as Alexander & Associates and subsequently Alexander & Leavelle, providing planning, financial reporting, regulatory reporting, and operational and compliance auditing services to over ninety independent banks.

In 1998, she organized Thomas Consulting. At Thomas Consulting she now prepares bank plans, monthly financial reports, performs regulatory compliance audits and training and internal control audits for several banks. Additionally, she prepares and reviews Call Reports for several banks. Ms. Thomas has taught numerous call report seminars for state banking associations.

She has presented the Call Report Seminar to and has responded to questions from thousands of bankers in over 16 states. Her experience in working with a broad range of independent financial institutions is of unique value in understanding Call Report questions and in communicating with bankers in their language.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 1.25 CE Credits.

Pricing

Either Live or 6-Month On-Demand Webinar: $155

Both Live and 6-Month On-Demand Webinar: $225

Registration

Online: Click here.

Phone: Call Total Training Solutions at (800) 831-0678

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.

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