CRE Appraisals: Regulations and the Review Process

Date:

Feb 10, 2025

Register

This session will cover the key issues from current regulatory guidance for CRE appraisals. You will get tips for integrating them into your existing policies, and ideas for meeting new/recent requirements for screening appraisals for USPAP compliance.

Agenda

Monday February 10th, 2025
2:30 pm - 4:30 pm EST

  • Overview of guidelines and issues critical to CRE appraisals
  • The five minimum standards and what they really mean
  • 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
Topics

  • Commercial/Business Lending

  • Compliance

  • Lending

  • Lending Compliance

  • Mortgage Lending

  • Commercial Lender

  • Compliance Officer

  • Credit Analyst

  • Loan Operations Manager/Specialist

  • Marketing Officer/Business Development

  • Mortgage Lender

  • Private Banker

  • Senior Management

  • Small Business Lender

  • Workout Specialist/Collector

 

Who Should Attend

This session is ideal for 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.

Speaker(s)

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.

He is based in Huntsville, AL and has owned/operated Advantage Consulting & Training for 14 years, after a 22-year banking career including senior positions in lending and credit, plus president of a community bank through formation and acquisition of an existing bank. He has BS and MBA degrees from the University of Alabama.

Fees

$299.00 or 1Token

Available Upgrades

  • 12 Months OnDemand Playback $120.00
  • 12 Months OnDemand Playback + Digital Download $150.00
  • Additional Live Access $95.00 per person
Association Contact

Brooke McCormack, Education Meeting Coordinator
bmccormack@indiana.bank
317-387-9380