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Fair Lending Comparative File Review Webinar
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Fair Lending Comparative File Review Webinar

3/6/2013

When: Archive
2:00 - 3:30 p.m.
Where: In Your Credit Union
  
Contact:
Kristina Kirchmer

Registration Information
Online registration is closed.
Details

Overview:
Although cases of overt discrimination are few and far apart, disparate treatment can happen inadvertently. Awareness and periodic monitoring of lending procedures can lessen the possibility of fair lending issues in your credit union. Examiners expect credit unions to conduct ongoing fair lending comparative file reviews. Since the best offense is a strong defense, this webinar will walk you step-by-step through a comparative file review and provide worksheets and a report format to make it easier.

Highlights:

  • Types of discrimination: overt, disparate treatment, disparate impact
  • Lending practices and standards: pricing, underwriting, file documentation, and exception monitoring
  • How and why to conduct a fair lending self-assessment (set the parameters of your fair lending standards)
  • Step-by-step guidance on how to conduct a fair lending comparative file review (most of the time will be spent on this)
  • TAKE-AWAY TOOLKIT
    • Fair lending self-assessment questionnaire
    • Excel spreadsheet for data capture (it automatically generates trend analysis)
    • Report boilerplate to summarize your analysis (for board reporting)

Who Should Attend?
This informative session is directed to compliance officers, loan officers (commercial and consumer), lending support staff, and auditors. Board members and management will also benefit from this timely session, because they are ultimately responsible for fair lending standards at your credit union. Attendance verification for CE credits provided upon request.

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


$159

$7 - 75 million


$139

Under $7 million


$79


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.

  

 
 

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