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Attend this webinar featuring Joan Bateman, a
FDIC Field Supervisor, and CRA guru, Len Suzio.
This online seminar will focus on common HMDA and
CRA data reporting errors that the FDIC finds during
compliance examinations and will discuss some best
practices for avoiding these errors.This will be
followed by a presentation
on how to analyze your CRA performance and how to
turn your CRA "Cost Center" into a CRA "Profit
Center".
AGENDA
General Webinar Information
A Webinar is an Online Seminar. All you need to participate is an Internet connection and a telephone. The Webinar consists of a 60 minute discussion, followed by 15-30 minutes of open questions and answers. We look forward to having you join us.
System Requirements
In order for the Webinar sessions to run at peak performance, please refer to the system requirements recommended by WebEx on their Web site . For Pre-recorded sessions, audio-listening capability is also required.
- Part I - Joan Bateman, FDIC Compliance Review Examiner
Joan Bateman, FDIC Compliance Review Examiner, will review the HMDA and CRA data collection and reporting requirements in time for your 2006 submissions. The presentation will cover the "intermediate small banks", the new community development test and analyzing the CRA/HMDA results.
Joan Bateman will spend 25-30 minutes on recent FDIC findings so attendees are aware of some of the concerns of the FDIC examiners. She will also share some recent examination findings and emerging issues. She will also let attendees know what to expect during upcoming examinations.
- Part II - Len Suzio, President, GeoDataVision
Now that your data is perfect, how do you make sense of your CRA data and survive your CRA exam?
Mr. Suzio will spend 25-30 min on:
- How to analyze your CRA Performance
- Which standards are right for my bank? - Choices under CRA
- Tips on how to improve your performance
- The 7 Lending Tests and how to measure your performance
- Turning your CRA Cost Center into a CRA Profit Center
- Part III - Review and Conclusion
Summary of Talking Points
Q & A
Instructions for Download of Webinar Material
Len Suzio - President of GeoDataVision
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Len Suzio is a cofounder of GeoDataVision, a company specializing in working with community banks to help them meet their compliance responsibilities under CRA. The company provides mapping and data analysis services as well as important market data needed for CRA analysis and effective marketing. Len has spoken at the ABA National Compliance Conference, America's Community Bankers Compliance Conference as well as at state and regional bank meetings. He also has written and had published articles on CRA compliance.
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Joan M. Bateman - FDIC Compliance Field Supervisor
Joan Bateman is the Compliance Field Supervisor for the Southern New England Territory of the FDIC. In this capacity, Joan supervises the compliance and CRA examinations of FDIC-supervised institutions headquartered in Connecticut, Rhode Island, Western Massachusetts, and Southeastern Massachusetts. Joan has 15 years of experience with the FDIC and 12 years of experience in the consumer compliance and CRA areas. Prior to being appointed to her current position, Joan was the Field Review Examiner for the Southern New England Territory. Joan has spoken at the ABA National Conference as well as a number of seminars sponsored by Massachusetts Bankers Associations and Bank Compliance Association of Connecticut.
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