A bi-monthly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.
Keeping up with changes and deadlines in the compliance area gets more complex every year. Now, we can assist you with that task. This series includes bi-monthly (6), two-hour webinars focused on the most recent changes to the compliance landscape.
Carl Pry, a well-known and highly respected compliance expert and recipient of the 2015 ABA Distinguished Service Award will be presenting a bi-monthly update that will address new items to be aware of, deadlines, and what’s on the horizon. In a simple language webinar format that you can view from your office, Carl will make sure you have the information you need to keep your financial institution in compliance.
Attendees love the handouts that Carl provides, including links to all relevant source documents and resources.
Bi-Monthly Compliance Briefing – February
February 9, 2023, 2:30 pm EST
A bi-monthly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.
What You’ll Learn
- CFPB plans for new regulation in 2023 – overdrafts rule?
- Proposed beneficial owner rule
- FDIC statement and signage proposed rule
- Interagency statement on crypto-asset risks
- FHFA risk management guidance
- Monetary adjustments for various regulations for 2023
- CFPB report on mortgage financing risks
- CFPB report on consumers’ financial well-being
- LIBOR transition plans
- FHFA approval for new Fannie/Freddie products
- CRA data and asset-size adjustments
Bi-Monthly Compliance Briefing – April
April 5, 2023, 11:00 am EDT
A bi-monthly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.
What You’ll Learn
Covered Topics Coming Soon
Bi-Monthly Compliance Briefing – June
June 7, 2023, 11:00 am EDT
A bi-monthly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.
What You’ll Learn
Covered Topics Coming Soon
Bi-Monthly Compliance Briefing – August
August 1, 2023, 11:00 am EDT
A bi-monthly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.
What You’ll Learn
Covered Topics Coming Soon
Bi-Monthly Compliance Briefing – October
October 4, 2023, 11:00 am EDT
A bi-monthly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.
What You’ll Learn
Covered Topics Coming Soon
Bi-Monthly Compliance Briefing – December
December 5, 2023, 11:00 am EST
A bi-monthly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.
What You’ll Learn
Covered Topics Coming Soon
Who Should Attend
Anyone in the institution having compliance responsibilities – when you think about this, it could be just about anyone in the institution. This may include members of senior management, operations personnel, lending personnel, underwriters, customer service representatives, back-room personnel, and of course compliance officers, auditors, and attorneys, and anyone else in the institution that might benefit from this valuable information.
“Carl is a wealth of knowledge in all things compliance and I would not have passed my CRCM exam if it wasn’t for listening to many of his webinars along the way.” -Don Savino, SVP Risk Management, Pacific Western Bank
“The [Bi-Monthly] Compliance Briefings are always a great source of information regarding what has changed and what changes are on the horizon.” -Chris Cerda, Senior Risk Advisory Services, Schneider Downs & Co., Inc.
View Delivery Options
