Sep 25, 2025
TRID rules continue to grow and evolve, and if you're new to the arena, it can seem very overwhelming.
This session will provide real-life scenarios and work through the TRID process from preparation of the Loan Estimate to delivery of the Closing Disclosure. It will address regulatory requirements, dive into the guidance, and review common errors when completing the LE and CD and how to avoid them.
September 25, 2025
11:00am - 12:30pm EST
Regulation E governs debits and credits to accounts by electronic means. It also includes error resolution, overdrafts, foreign remittances, and other increasingly complex issues. Learn how your accountholders can stop payment, file an error resolution request, and receive credit for unauthorized transactions. This has become a very important regulation now that accountholders have moved toward electronic payments and criminals are trying to hack personal identifying information. Also, while an unlikely pairing, overdraft opt-ins are also in Regulation E and have caused havoc when handled improperly.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
Dawn Kincaid
Brode Consulting Services, Inc.
Dawn Kincaid began her banking career while attending The Ohio State University. She has over 20 years’ experience in client service, operations, information technology, administrative and board relations, marketing, and compliance. Most recently Dawn served as the Senior Vice President of Operations for a central-Ohio-based community bank, where she created and refined policies and procedures, conducted self-audits and risk assessments, and organized the implementation of new products and services.
Dawn has served in the roles of Compliance, BSA/AML, CRA, Privacy, and Security Officer. She has led training initiatives, prepared due diligence information, completed a variety of regulatory applications, coordinated internal and external audits and exams, and presented for numerous state associations.
Brode Consulting Services has been providing exceptional consulting services to community banks since 1998. Their consultants have extensive experience in the industry and understand the needs and challenges of community banks. Founder, Bill Brode, started in banking in 1973 and transitioned to consulting in 1989. He started his own consulting firm in 1998 to continue providing community banks with top-notch consulting services, including strategic planning, lending, compliance, and marketing. Brode Consulting Services is dedicated to exceeding client expectations and has worked with community banks and associations across the country.
WHO SHOULD ATTEND?
This informative session will benefit loan officers, mortgage officers, loan processors, loan operations staff, compliance officers, and internal audit staff.
TAKE-AWAY TOOLKIT
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
Live Webinar - $255
On-Demand Webinar - $255
Live + On-Demand - $375
Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.
**100% surcharge applied to non-members.
Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank