Jun 10, 2024
A bi-monthly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.
Keeping up with changes and deadlines in the compliance area gets more complex every year. Now, we can assist you with that task. This series includes bi-monthly (6), two-hour webinars focused on the most recent changes to the compliance landscape.
Carl Pry, a well-known and highly respected compliance expert and recipient of the 2015 ABA Distinguished Service Award will be presenting a bi-monthly update that will address new items to be aware of, deadlines, and what's on the horizon. In a simple language webinar format that you can view from your office, Carl will make sure you have the information you need to keep your financial institution in compliance.
Attendees love the handouts that Carl provides, including links to all relevant source documents and resources.
Included Webinars:
Bi-Monthly Compliance Briefing - February
Bi-Monthly Compliance Briefing - April
Bi-Monthly Compliance Briefing - June
Bi-Monthly Compliance Briefing - August
Bi-Monthly Compliance Briefing - October
Bi-Monthly Compliance Briefing - December
Monday June 10th, 2024
2:30 pm - 4:30 pm EST
What You'll Learn
December 2010 Interagency Appraisal and Evaluation Guidelines
October 2018 Frequently Asked Questions on the Appraisal Regulations
New and recent requirements for screening appraisals for Uniform Standards of Appraisal Practice (USPAP) compliance
Overview of guidelines and issues critical to CRE appraisals
The five minimum standards and what they really mean
What is FIRREA? (and other regulatory guidelines still in place)
Types of reviews, as suggested by the guidelines
Administrative/compliance review plus a sample checklist
Technical/internal review plus a sample checklist
Outside/third-party review plus sample comments
Ideas for setting dollar limits
Ideas for screening for Uniform Standards of Appraisal Practice (USPAP) as of Jan. 1, 2020
Appraisal review outcomes and when to request revisions
See Less
Commercial/Business Lending
Lending
Mortgage Lending
Commercial Lender
Credit Analyst
Mortgage Lender
Private Banker
Senior Management
Small Business Lender
Workout Specialist/Collector
Who Should Attend
CRE lenders, commercial lenders, private bankers, small business lenders, credit analysts, portfolio managers, assistant relationship managers, consumer and mortgage lenders, loan review specialists, special assets officers, lending managers, credit officers and CRE support personnel will benefit from this course.
Richard Hamm has been training bankers for 28 years, designing and delivering courses specializing in commercial lending and credit, including portfolio and risk management, commercial real estate (CRE) and appraisals, plus selling and negotiating skills, and director training. He also conducts eight senior lender forums on a periodic basis in multiple states and one series at the national level.
Available Upgrades
AyZha Hazelwood, Education Meeting Coordinator
Ahazelwood@indiana.bank
317-387-9380