Learning Center Home

Map to Learning Center

2010 Learning Center Calendar

Infosight

Albuquerque Chapter of Credit Unions

Northern NM Chapter of Credit Unions

CPD Online

CUNA Training

CUNA Councils

Auditing for RESPA Compliance Webinar

February 03, 2010
1:00 p.m. – 2:30 p.m. MST

$159 Webinar Only

$159 CD Only

$179 Webinar and CD

The dust has settled on the RESPA changes.  Compliance officers have begun using their upgraded software for the new and improved GFE and HUD.  Some lenders have fallen under escrow and have figured out the different escrow requirements.  

Now, it’s time to make certain all of it is being done properly.  This webinar will provide you with the knowledge and tools for auditing the RESPA requirements, including worksheets and checklists to make it more manageable.

HIGHLIGHTS

• Timing requirements of RESPA (e.g., GFE, initial escrow statement, etc.)
• Sample completed GFE and checklist for audit
• Sample completed HUD and HUD-1A plus checklists for audit
• Auditing the escrow disclosures (e.g., initial, annual, short-year, etc.)
• Reporting to the board
Presenter:  Ann Brode, Brode Consulting Services, Inc.
Ann Brode began her career in 1973 and has continued her service as a consultant to regional and community financial institutions through a wide range of areas including strategic planning, lending, deposits, marketing, training, compliance, and management.  Ann is a well-respected presenter and has spoken to audiences across the country for over 20 years.  She has presented sessions for numerous state associations and has taught at the School of Banking Administration at the University of Wisconsin as well as many other state banking schools.  Ann is the author of The Bank Deposit Documentation Manual for Front-Line Personnel, published by Bankers Publishing Company, and is well represented in numerous industry publications.

 

 

Get Connected: It’s as easy as 1 - 2 - 3

1. Fill out the information below and submit registration.

2. Prior to the conference, you will receive a special instruction sheet outlining the computer login and telephone dial-in procedures, your password, a specific toll-free telephone number and handout materials.

3. On the day of the conference gather all the attendees around your computer and speakerphone, distribute copies of the handout material, and enjoy the conference.

Cancellation/Payment Policy: Substitutions are always welcome. No-shows and cancellations received five days or less prior to the event will be invoiced for the full registration fee. Please do not send payment; your credit union will be billed. Password information and materials will be e-mailed 48 hours prior to the session.