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IRA & HSA Review & Update, Including DOMA Implications Webinar
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When: Wednesday, January 15
2:00 - 3:30 p.m.
Where: In Your Credit Union
Contact: Kristina Kirchmer

Online registration is closed.
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Buried within the avalanche of new regulations are very detailed rules governing every aspect of your real estate collections program.  Is your institution ready?  Are you incorporating these changes?  The new mortgage servicing rules govern the timing and content of your delinquent borrower contact, the process for communicating loan modification options, and the foreclosure-initiation timing requirements.  Recent changes to Truth in Lending and RESPA have added extensive new mortgage collection requirements for institutions that service 5,000 or more real estate loans – but there are hidden requirements for smaller servicers as well.  From loan initiation to foreclosure completion, this session will review the new rules and how to effectively implement them. 


  • Policy requirements
  • Small servicer exceptions
  • Requirements for documenting borrower communications
  • Document retention requirements for loss prevention efforts
  • Early intervention requirements
  • Communicating loss-mitigation options
    • Rule application chart
    • Real estate collections checklist
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

This informative session is designed for executives, real estate lending staff, collections managers, real estate collectors, workout specialists, compliance personnel, and internal auditors.

ABOUT THE PRESENTER – David A. Reed, JD, Reed and Jolly, PLLC
Attorney, author, consultant, and nationally-recognized speaker, David Reed is a partner in the law firm of Reed and Jolly, PLLC.  He provides guidance to financial institutions on establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters, and corporate governance.  His engaging speaking style has made him a nationwide lecturer on regulatory compliance, consumer lending, bankruptcy, and collections.

A former trial attorney and vice president and general counsel of a large credit union, David is particularly known as an expert in the areas of operations, bankruptcy, and collections.  He has trained state and federal examination staff on numerous issues, including BSA, ID theft red flags, SAFE Act, third-party contract management, and bankruptcy.  He also serves as editor of several industry manuals. 

Educational Investment:

Asset Size Live Webinar Only Archive Only Live Webinar & Archive
Over $75 million




$25 - $75 million




Under $25 million




Education Scholarship

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



Upon registration, you will receive an email confirmation that you can print for your records. Connecting instructions will be emailed to you approximately two days before the event.

Cancellation Policy:

Sorry, no cancellations are allowed after connecting instructions and handout materials are distributed to registrants. Substitutions are welcomed and encouraged.

Please note: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.