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Looking for additional webinars? Plan ahead and view the 2016 Webinar Schedule.
WEBINAR OR ON-DEMAND WEB LINK
Tuesday, December 13, 2016
1:00 p.m. - 2:30 p.m. (AZ/CO/WY)
A financial institution’s loan review program is an essential key to a strong lending program. Loan review is a mainstay of internal control over the loan portfolio. Periodic, objective reviews of credit risk levels and risk management processes are essential to effective portfolio management. These reviews also reveal whether the lending department is complying with applicable laws and regulations. Whether the loan review program is conducted in-house or by an independent third party, the purpose is the same. An effective loan review program should provide an independent assessment of the overall level and direction of credit risk within the institution’s portfolio.
This session will cover the regulatory requirements and best practices, and provide many tools, including sample policy, to help improve your loan review process. It will also include three loan case studies – consumer, real estate, and commercial.
*Loan review purpose and objectives
*A “loan review plan” including how to pull a sample and a loan review request memo
*Three loan case studies – consumer, real estate, and commercial
*Sample report outline – what examiners are looking for
*Reporting process to the board and senior management
*Sample loan review policy
*Loan review line sheet in Excel
*Sample loan review report outline
*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 review officers, senior lending officers, and loan officers.
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.
ABOUT THE PRESENTER – Ann Brode-Harner, Brode Consulting Services, Inc.
Ann Brode-Harner 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 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.
THREE REGISTRATION OPTIONS
1. LIVE WEBINAR
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. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast. You will need the most current version of Adobe Reader available free at www.adobe.com.
2. ON-DEMAND WEB LINK
(Beginning January 1, 2016, CDs replaced with digital download*)
Can’t attend the live webinar? The archived webinar is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately two days prior to the webinar, you will receive an email with the archived webinar link. This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date. The archived webinar may ONLY be ordered for 6 months following the webinar. It will not be available after this time.
3. BOTH LIVE WEBINAR AND ON-DEMAND WEB LINK
** Includes options 1 and 2 above.
*All materials are subject to copyright and intended for your financial institution’s use only.
Tuesday, December 13, 2016 1:00 PM - 2:30 PMMountain Standard Time
At Your Desk!602-264-6701 ext 2238
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