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Preparing a Call Report for Lending Schedules

 
Regulators place significant emphasis on the accuracy of Call Report information. Regulators monitor bank performance using information provided in the Call Report filing. Accordingly, Regulators place significant emphasis on the accuracy of Call Report information. Inaccurate reporting of your bank’s loan portfolio may result in miscalculation of the bank’s risk weighted capital ratio and subject the bank to regulatory criticism. This topic will emphasize the reporting of lending activities in various Call Report schedules, focusing on technical compliance with complex regulatory reporting instructions and the implementation of recent changes to reporting loan information in the Call Report. This topic will also identify and discuss common reporting errors to consider as you prepare your call report filing.

Faculty

Philip Stalcup

Philip Stalcup

Crowe Horwath LLP

Agenda

Faculty

Philip Stalcup

Philip Stalcup

Crowe Horwath LLP

  • Senior manager in the Ft. Lauderdale office Crowe Horwath LLP with more than 25 years’ experience providing risk management consulting to financial institutions
  • Primary area of expertise is financial institution risk management in the areas of regulatory reporting, treasury management, asset liability management, and capital management
  • Frequently speaks and writes about issues affecting the financial industry; speaking engagements have included the Federal Reserve Bank of New York, the American Bankers Association, IIA, NACUSAC, and various state banker associations
  • His articles have been published in Bank Director magazine, Western Independent Bankers magazine and Texas Banking magazine
  • Can be contacted at 954-202-2911 or [email protected]

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