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Webinar: Indirect Lending: Risks, Rewards, Controls & Common Mistakes

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.

HIGHLIGHTS

  • 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

 

  • TAKE-AWAY TOOLKIT
    • 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

 

Attendance verification for CE credits provided upon request.

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.

Please note:  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.

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.

THREE REGISTRATION OPTIONS

Note:  All materials are subject to copyright.  Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited.  Print materials may be copied for eligible participants only.

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.

 

Convenient!

Listen to the
archived webinar on your

iPad

iPhone

Android

Instructions will be emailed with the archived webinar link.

2.  ARCHIVED WEBINAR & FREE CD ROM*

Can’t attend the live webinar? The archived webinar 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 one week prior to the webinar, you will receive an email with the archived webinar link. This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.

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 archived webinar or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

The archived webinar (including the free CD ROM) may ONLY be ordered for 6 months following the webinar. Neither will be available after this time.

3.  BOTH LIVE WEBINAR & ARCHIVED WEBINAR (INCLUDES FREE CD ROM*)

Options 1 and 2 described above

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

*CD ROM is for Mac and PC use only

This event is being conducted by CU Web Training on behalf of the Missouri Credit Union Association.   Click here to register:  https://mcua.fed.cuwebtraining.com/store/webinar

November 14th, 2013 2:00 PM   through   3:30 PM

Event Info

When

November 14th, 2013 2:00 PM   through   3:30 PM

Contact

Phone: 314.542.1321

Email:


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