Call Report Series: Introduction to Call Report Loan Classifications

Regular price $258.48 (tax included)

This is an on-demand webinar

You will receive this product as a digital download or stream.
Click here to learn more.

The loan information provided in Call Reports allows examiners to review changes, trends, and concentrations in the bank's loan portfolio during and between examinations. Accurate and consistent loan reporting affects an examiner's perception of a bank's overall credit quality. This webinar will focus on Call Report loan classifications, including accurately coding loan types, identifying real estate loans, and other pertinent categories such as residential real estate loans, construction loans, owner-occupied versus non-owner-occupied loans, and multifamily loans. This session will prepare individuals to report loans on Schedule RC-C Part I and other Call Report schedules.


  • Key loan-related definitions used by examiners 
  • Understanding the loan classification hierarchy established in the Call Report instructions
  • Identifying whether loans are considered real estate loans for Call Report purposes
  • Distinguish between owner-occupied and non-owner-occupied property
  • How loan coding impacts other aspects of the Call Report, including regulatory capital


  • Employee training log
  • NEW – Interactive quiz

This informative session is designed for Call Report preparers and reviewers, lenders, and loan administration staff responsible for providing information for the Call Report or to bank regulators.

ABOUT THE PRESENTER – Amanda C. Garnett, CPA, CliftonLarsonAllen LLP
Amanda Garnett is a principal in CliftonLarsonAllen's Peoria, Illinois office. She is responsible for the overall coordination and delivery of tax services for financial institutions served by CLA’s Midwest Region and also serves as national financial institution tax leader.  

Amanda has extensive experience in the coordination and supervision of tax services for financial institutions, including federal tax compliance, state tax issues, tax planning, and mergers and acquisitions.  In addition, she provides consulting and training for financial institutions across the country, ranging from $10 million to $5 billion in assets.

Originally recorded on August 20, 2019.

Recorded webinar is available until February 28, 2020.

Free Digital Copy included with purchase to download and view beyond link expiration date.

Price includes sales tax.