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The CRA and Fair Lending Colloquium is known for delivering quality content from the nation's top compliance experts as they discuss best practices and analyze regulatory trends affecting the Community Reinvestment Act (CRA), Home Mortgage Disclosure Act (HMDA) and fair lending rules. Continue to visit this page as we update the specifics of the program and speakers. To view descriptions of each session, please click on the session title. To view all descriptions, click on “Show Description” below.VIEW THE 2018 AGENDA for a sample of what we have in store for 2019.
Registration required; limited to 40 attendees
This workshop provides a complete walk-through of the HMDA regulations and an overview of the updated HMDA rule. The session will also introduce you to the requirements and provide strategies for maintaining data integrity. It’s a perfect way for new compliance professionals to start off the Colloquium. Additional registration is required to attend.
This workshop provides a complete walk-through of current CRA regulations as well as any updates on CRA Modernization. Find out how they impact banks both large and small. The session will also introduce you to how the regulators will examine your institution and review lending, investment, and service activity (as applicable) to assign a CRA rating. It’s a perfect way for new CRA professionals to start off the Colloquium. Additional registration is required to attend.
Limited to Fair Lending Wiz Users; registration required; limited to 40 attendees
With the changes in fair lending oversight practices, Fair Lending Wiz users are looking for more sophisticated ways to use this software. The Fair Lending Wiz Forum is a formal session that will provide users with an opportunity to interact directly with the product managers to ask questions and make suggestions and hear about software features that can have a direct impact on your work. Attend this session and collaborate with other Fair Lending Wiz users to share ideas and learn about best practices. Additional registration is required to attend.
Limited to CRA Wiz Users; registration required; limited to 40 attendees
With changes in lending practices and an improving economy, CRA Wiz users are looking for more sophisticated ways to use this software. The CRA Wiz Forum is a formal session that will provide users with an opportunity to interact directly with the product managers to ask questions and make suggestions and hear about software features that can have a direct impact on your work. Attend this session and collaborate with other CRA Wiz users to share ideas and learn about best practices.
This course is ideal for new fair lending officers and those who need a refresher on the basics of the regulation and the implications for your institution. This workshop provides a complete review of interagency fair lending examination procedures, including a review of past and current fair lending violations and an examination of current regulatory trends. You will also learn about key trends in fair lending analytics, especially with consideration of the new HMDA 2018 expanded data. Join us to learn about the risk factors that may apply to your institution, how regulators assess the significance of these risks, and how to conduct a streamlined examination. Additional registration is required to attend.
Limited to Government Wiz Users; registration required; limited to 40 attendees
The CRA Wiz and Fair Lending Wiz Forum is an interactive session that will provide government users with an opportunity to interact directly with experts and other users of the product. This session will allow users to ask questions, make suggestions and hear about software features that can have a direct impact on your work. Highlights will include product updates and product features that pertain to the examination procedures. Attend this session and collaborate with other CRA Wiz and Fair Lending Wiz users to share ideas and learn about best practices.
Advanced CRA Wiz Training: Best Practices for Meeting Internal Obligations and Regulator Expectations (Cost $255 includes lunch)
Leverage CRA Wiz to enhance your compliance measures. During this advanced intensive training session, Wolters Kluwer CRA consultants will cover the essentials of CRA software process flows, including import format/data normalization, data and operational process enhancements, and custom documentation. We may also review advanced techniques creating assessment area maps and conducting a CRA self-assessment using demographic and performance context. Experts will share best practices and strategies for leveraging the software to address current CRA challenges.
Advanced Fair Lending Wiz Training: Best Practices for Meeting Internal Obligations and Regulator Expectations (Cost $255 includes lunch)
During this advanced intensive training session, Wolters Kluwer consultants will demonstrate advanced software techniques for conducting a fair lending assessment using risk review, a comparative file review, and regression analysis. This session will also cover any updates relating to the 2018 expanded HMDA data. This demonstration will mimic the Interagency Fair Lending procedures. Additional registration is required to attend.