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Latest News
CFPB Examination Procedures for Mortgage Loan Originator Effective 1/10/14
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When: Archive only
Where: In Your Credit Union
Contact: Kristina Kirchmer

Online registration is closed.
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In January 2013, the Consumer Financial Protection Bureau (CFPB) issued the long-awaited final rules regarding mortgage loan originator compensation and qualification requirements under the Truth in Lending Act (TILA), as amended by the Dodd-Frank Act.  The new compensation rules potentially have a major impact on mortgage loan officers/originators and financial institutions themselves.

These changes will affect policy and procedures and will include self-testing of the new compensation guidelines.  Examiner guidance has been issued and financial institutions will be scrutinized regarding compliance with the new rules.  This is a must-attend webinar in order to prepare for the January 10, 2014, deadline!  You will be provided the tools you need to be compliant by this fast-approaching deadline.  Issues will be discussed step-by-step, example-by-example.


  • Which loans apply?
  • Who qualifies as a Mortgage Loan Originator under the new compensation rules?
  • Compensation issues and examples (as well as what is not included)
  • How to determine if compensation is based on a transaction term
  • Issues when compensation is received directly from a consumer
  • Commissions for performing activities that are not loan-origination activities
  • "SAFE” compensation methods
    • The manual will be provided in Word so sample documents and language can be easily incorporated into your policies and procedures.
    • New requirements fact sheet
    • Audit procedures for self-testing before examiners arrive
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key
    • Attendance verification for CE credits provided upon request.


Who Should Attend:
This informative session is designed for loan supervisors, compliance officers, and auditors.

About the Presenter - Ann Brode, Brode Consulting Services, Inc.
Ann Brode began her career in 1973 and has continued her service as a consultant to regional and community financial institutions through a wide range of areas including strategic planning, lending, deposits, marketing, training, compliance, and management.  Ann is a well-respected presenter and has spoken to audiences across the country for over 25 years.  She has presented sessions for numerous state associations and has taught at the School of Banking Administration at the University of Wisconsin as well as many other state banking schools.  Ann is the author of The Bank Deposit Documentation Manual for Front-Line Personnel, published by Bankers Publishing Company, and is well represented in numerous industry publications.

Educational Investment:

Archive Only
Over $75 million


$25 - 75 million


Under $25 million


Education Scholarships:

Scholarships are available for all KCUA education events. Scholarships pay 100% of registration fee for credit unions under $7M, 50% for credit unions between $7-$75M and 25% for credit unions over $75M.

Apply Today!