Agenda

June 22, 2026
11:00 am - 12:30 pm EST

The Credit Analysis Memorandum (CAM) and loan narrative serve as the foundation of sound credit decisioning. These essential documents establish a durable framework for future modifications and renewal evaluations. They support ongoing portfolio management by documenting key developments, tracking changes in credit quality, and capturing the evolving nature of the borrower relationship over time. In just a few pages, years of critical information are distilled into a concise, actionable format.

For underwriters, the CAM delivers the clarity needed to confidently evaluate risk and make decisions that align with institutional objectives, and it is vital to ensuring safety and soundness, maintaining compliance, and supporting a well-documented credit decision. This session will provide a practical, step-by-step approach to developing meaningful loan presentations that clearly communicate the full credit story.

Topics

KEY WEBINAR TAKEAWAYS:

• A credit memo is both the foundation document for the current request and a critical reference for future decisions
• Composing a clear, concise, and compelling credit memo that supports decision making
• The significance of identifying and documenting loan policy exceptions
• Anticipating and avoiding common examiner criticisms in credit presentations and memos

Speaker(s)

Molly Stull
Brode Consulting Services, Inc.

Molly launched her banking career as a teller while earning her undergraduate degree—an unexpected start that sparked a lifelong journey in the financial industry. Over the years, she’s held leadership roles, guided de novo institutions from inception, and helped organizations navigate enforcement actions. Since 2015, Molly has energized banks, credit unions, associations, and state leagues nationwide with dynamic training sessions. She also provides regulatory compliance reviews and BSA/AML audits with a practical, solutions-focused approach. Molly believes that when employees understand the “why” behind processes, they execute with precision and purpose. She holds a bachelor’s degree from the University of Akron and an MBA from Ashland University.

Fees

Live Webinar - $279

• Unlimited connections for your institution
• Available on desktop, mobile & tablet
• Take-away toolkit
• Presenter’s contact info for questions

On-Demand Webinar - $279

• Unlimited & shareable access starting two business days after live stream
• Available on desktop, mobile & tablet devices 24/7
• Take-away toolkit
• Ability to download webinar video
• Presenter's contact info for questions

Live + On-Demand - $379

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.

Association Contact