The shifting natures of the national and local economies and the resulting conditions of the “great recession” have changed the way credit unions extend credit. It is more vital than ever to properly determine who potential borrowers are; whether their capacity to afford a loan has been affected; and the impact on the indirect lending process.
This webinar will provide an overview of indirect lending differentiators, controls, issues, and monitoring tips so you can identify risks in your indirect lending program and implement the necessary controls to effectively monitor it and reduce risk.
Indirect lending today and differentiators
Overview of indirect lending issues and concerns
Identify indirect lending risks and determine necessary controls
Effective and essential controls
Control implementation questions for indirect lending managers
Important links to NCUA’s website
An outsourced lending relationship questionnaire
Employee training log
Quiz you can administer to measure staff learning and a separate answer key
WHO SHOULD ATTEND?
This informative session is designed for credit union management, indirect lending department personnel, internal auditors, supervisory/audit committee members, and anyone involved in lending.
ABOUT THE PRESENTER – Bryan W. Mogensen, CPA, CliftonLarsonAllen LLP
Bryan Mogensen is an assurance partner at CliftonLarsonAllen LLP in Phoenix. In 1995, he joined CliftonLarsonAllen (formerly Clifton Gunderson). Over the past 19 years, Bryan has gained extensive experience auditing credit unions, community banks, and nonprofit organizations. As engagement partner, he is responsible for ensuring the work is performed as expected, reviewing key areas and reports, planning, supervising audit staff, etc.
Bryan frequently shares his knowledge through national speaking engagements. He is a licensed CPA in Arizona, California, Washington, and Wisconsin and a member of the AICPA and ASCPA. Bryan received his bachelor’s in business administration with emphasis on accountancy from the University of Wisconsin-Milwaukee.
PLEASE NOTE: Your registration fee allows you to have one telephone connection. However, as many people as you like may listen from your office speaker phone. If you register for the webinar, your registration fee also includes one internet connection from a single computer terminal.
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** AND FREE CD ROM*
Can't attend the live webinar? The ON-DEMAND WEB LINK** 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 1 week prior to the webinar, you will receive an email with the web link. This web link can be viewed anytime 24/7, beginning 6 business days AFTER the webinar and will expire 6 months after the live program date. But there's more . . . 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 on-demand link or this "off-the-shelf" training program for those that could not attend the live seminar and for future training.
3. BOTH LIVE WEBINAR AND ON-DEMAND WEB LINK** (INCLUDES FREE CD-ROM*) Includes options 1 and 2 above
*CD Rom for PC use only
**All materials are subject to copyright and intended for your credit union's use only.
NEW! Listen on your iPad, iPhone, or Android. Instructions will be emailed to you with the on-demand link.
$199.00 Webinar per connection
$199.00 Archived On-Demand Web Link & Free CD ROM
$249.00 Both Live Webinar & Archived On-Demand Web Link & Free CD ROM
TIME: 3:00 p.m. - 4:30 p.m.
To register and pay by check, email Mary Zelinsky at firstname.lastname@example.org and your credit union will be invoiced. To register and pay online, click here.