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Understanding the New NCUA Part 741 Loan Workout Webinar
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When: Archive
2:00 - 3:30 p.m.
Where: In Your Credit Union
Contact: Kristina Kirchmer

Online registration is closed.
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Federally-insured credit unions are required to implement the new rules regarding loan workouts, nonaccruals, and troubled debt restructuring (TDR) regulations that NCUA changed in 2012.  Do you need a refresher to ensure your policies and procedures are compliant?  Do you have the tools and knowledge needed to:  a) put the proper policies and procedures in place, and b) understand how to incorporate the changes into your financial reporting?  Join us to learn the critical requirements regarding the new TDR rules before your next examination.  Examples will be used to increase your understanding of the key changes.

What You Will Learn:

  •  Definitions and requirements of TDR, including recent accounting and reporting changes
  • Requirements of NCUA 12 CFR Part 741, loan workouts and nonaccrual policy, and regulatory reporting of TDR loans, including implementation dates 
  • How does this affect your credit union’s TDR reporting, accruals, and ALLL
  • Examples of situations to help interpret the new rules

Who Should Attend:
This informative session will be useful for all operations personnel, accounting clerks, tax accountants, management, compliance officers, and attorneys. Attendance verification for CE credits provided upon request.

About the Presenter: Bryan W. Mogensen, CPA, CliftonLarsonAllen LLP
Bryan Mogensen is an assurance partner at CliftonLarsonAllen LLP in Phoenix.  In 1995, he joined CliftonLarsonAllen (formerly Clifton Gunderson).  Over the past 19 years, Bryan has gained extensive experience auditing credit unions, community banks, and nonprofit organizations.  As engagement partner, he is responsible for ensuring the work is performed as expected, reviewing key areas and reports, planning, supervising audit staff, etc.  Bryan frequently shares his knowledge through national speaking engagements.  He is a licensed CPA in Arizona, California, Washington, and Wisconsin and a member of the AICPA and, ASCPA.  Bryan received his bachelor’s in business administration with emphasis on accountancy from the University of Wisconsin-Milwaukee.

Educational Investment:

Archive Only
Over $7 million


$7 - 75 million


Under $7 million