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Call Report Advanced Lending Schedules

May 21 2:00 PM - May 21, 2020 3:30 PM
May 21, 2020 2:00 PM - 3:30 PM

Your credit union can be assessed penalties up to $1 million per day for filing late or inaccurate Call Reports! Increase your accuracy by learning more about the most complex portion of the Call Report – Schedule A – Specialized Lending.

Learning Objectives

  • Know when mortgage servicing rights are required to be recorded
  • Distinguish between the different types of loan participations
  • Define commercial loans for Call Reporting purposes
  • Describe the factors that must be present in a troubled debt restructuring (TDR)
  • Explain what a purchased credit impaired loan (PCIL) is
  • Complete Schedule A – Specialized Lending

The advanced lending schedules cover seven different sections over a span of four pages.Many consider Schedule A – Specialized Lending 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 mortgage servicing rights, loan participations, commercial loans, TDRs, and PCILs. Increase your Call Report acumen and confidently complete the Call Report timely and accurately.



Stephen J.M. Schiltz, CPA, CliftonLarsonAllen LLP

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 CPA in Arizona and Texas, Steve is a member of the AICPA, Arizona Society ofCPAs and the Beta Gamma Sigma Honor Society. He received his bachelor’s in accounting,cum laude, from the University of Arizona in Tucson.




Additional Info

Event Type

On-Demand Webinar

Topics Covered

  • On-Demand Webinars
  • Lending & Collections
  • Executive Management