Education & Events

Get connected & sponsor a League event
Wisconsin's Credit Unions Unite for Good
Wisconsin Credit Union Foundation

Webinar Calendar

Our League webinars offer training on topics for all aspects of credit union operations. You'll have the choice to participate in the live webinar only, purchase the recorded webinar or both. Included with all League webinars are the training log, quiz and answer key. 

Download a printable list of upcoming 2019 webinars >>

From time-to-time our webinar calendar will also show webinars from system partners. This is done as a courtesy to further your learning options and you should contact the system partner for details on those webinars.


Financial Accounting & Reporting

This session will provide tips, tricks, and relevant examples to assist in preparing the quarterly Call Report.

Jun 13, 2019 02:00 PM   -­­  Jun 13, 2019 03:30 PM
CT
Location


,


For More Information


p: 

c: 

Type of Event
On Demand Webinar

Who Should Attend
  • On Demand
  • Webinars
  • Finance
  • Executive

Register

Description

Preparing financial statements for the Call Report is just like preparing your own internal financial statements, right? Think again! There are subtle differences that may go unnoticed. This session will provide tips, tricks, and relevant examples to assist in preparing the quarterly Call Report. It will address how to prepare the statement of financial condition and statement of income and expense and when to complete Schedule A – Specialized Lending, including:

  • Section 1 – Indirect Loans
  • Section 2 – Real Estate Loans and Lines of Credit (LOCs)
  • Section 3 – Loan Participations
  • Section 4 – Commercial Lending
  • Section 5 – Troubled Debt Restructurings (TDRs)
  • Section 6 – Purchased Credit Impaired Loans (PCILs)

Learning Objectives

  • Where to summarize cash clearing accounts
  • What to include and exclude from loans and leases
  • Reporting differences between loan participations, with and without recourse
  • Commercial loan definition and important exclusions
  • TDR reporting and when it is no longer required

Speaker

Stephen J.M. Schiltz, CliftonLarsonAllen LLP

Investment

$259.00