Menu Toggle Search

Advanced Lending Schedules: Commercial Loans, Indirect Loans, CARES Act Loan Modifications & More

Jul 18 2:00 PM - Jul 18, 2022 3:30 PM
Jul 18, 2022 2:00 PM - 3:30 PM
Add event to: ICal Outlook Google Calendar

As of March 31, 2022, the NCUA completely restructured the Call Report. Do you know whatchanged? This webinar will provide expert insights, relay all the latest information, andgive you the confidence to accurately complete the related schedules.

Learning Objectives

  • Categorize loans by type for the Loans & Leases Schedule (Section 1)
  • Distinguish between loans to include and exclude for delinquency reporting (Section 2)
  • Reconcile loan charge-offs and recoveries (Section 3)
  • Know when mortgage servicing assets are required to be recorded (Section 6)
  • Differentiate between the different types of loan participations (Section 6)
  • Define commercial loans according to NCUA rules and regulations (Section 8)

The NCUA started the Call Report Modernization (CRM) Project in 2016 and completely restructured the call report as of March 31, 2022. The new Schedule A covers everything in lending, from loans by category to commercial lending. Many consider Schedule A 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 commercial loans, indirect loans, CARES Act loan modifications, and more. Increase your Call Report acumen and confidently complete the new Call Report timely and accurately.



Stephen J.M. Schiltz, CPA, CLA

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 of CPAs and the Beta Gamma Sigma Honor Society. He received his bachelor’s in accounting, cum laude, from the University of Arizona in Tucson.




Your registration includes unlimited locations, making it easier to share and learn with remote staff.

Please note: You may share the link with others at your credit union, however the confirmation will be sent to one primary contact at your credit union. It will be up to the primary contact to share the material with others.

Additional Info

Event Type

On-Demand Webinar

Topics Covered

  • On-Demand Webinars
  • Lending & Collections
  • Compliance