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Webinar: Loan Concentration Management: Evaluation, Risk Tolerance & Regulatory Guidance

Event Info

When

September 10th, 2015 2:00 PM   through   3:30 PM


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NCUA Chairman Debbie Matz stated, “I encourage credit union officials to understand the concentration risk in their credit union’s current balance sheet, as well as how strategic plans may affect the level of concentration risk; and to ensure their risk management practices are commensurate with the level of risk.”

This presentation will address the various issues stated above and provide a systematic approach to implementing and managing a concentration management program for your credit union based on regulatory guidelines and established best practices.

HIGHLIGHTS

  • Regulatory emphasis
    • Regulator-identified concentration management deficiencies
    • Board and management responsibilities
    • Future considerations for a concentration management program
  • Designing a loan concentration management program
    • Governance – organizational framework
    • Duties and responsibilities
    • Operational program
  • Program elements
    • Strategic guidance and direction
    • Risk tolerance and concentration limits
    • Concentration management strategy
    • Comprehensive internal controls
    • Systems – a comprehensive management information system
    • Assessments and assessment tools
    • Monitoring and oversight
    • Concentration reporting
  • Identifying and measuring concentration risk

TAKE-AWAY TOOLKIT

  • 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 board members, executive management, risk managers, senior loan officers, loan officers, business development personnel, loan review staff, and auditors.

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 – S. Wayne Linder, Young & Associates, Inc.

A thirty-year banking veteran, Wayne Linder was formerly the CEO of a community bank.  As a Senior Consultant with Young & Associates, Wayne works as a lending and management consultant.  He performs loan reviews, assists financial institutions under regulatory enforcement agreements, and develops and implements written policies throughout all areas of the financial institution. Wayne is a popular seminar speaker with both national and international experience. In addition to his many published articles, he is the author of Loan Review Deskbook.

THREE REGISTRATION OPTIONS

Note:  All materials are subject to copyright.  Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited.  Print materials may be copied for eligible participants only.

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.

Convenient!

Listen to the archived webinar on your

iPad
iPhone
Android

Instructions will be emailed with the archived webinar link.

2.  ARCHIVED WEBINAR & FREE CD ROM*

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 one week 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.

As an added bonus, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts.  Use the archived webinar or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

The archived webinar (including the free CD ROM) may ONLY be ordered for 6 months following the webinar. Neither will be available after this time.

3.  BOTH LIVE WEBINAR & ARCHIVED WEBINAR (INCLUDES FREE CD ROM*)

Options 1 and 2 described above

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

*CD ROM is for Mac and PC use only


This event is being conducted by CU Web Training on behalf of the Missouri Credit Union Association. Click here to register: https://mcua.fed.cuwebtraining.com/store/webinar


 

 

September 10th, 2015 2:00 PM   through   3:30 PM