Appraisal Compliance Checklist,
Including New Threshold Limits

(90-minute webinar – recording also available)

Tuesday, March 3, 2020

12:00 PM Pacific                 1:00 PM Mountain

2:00 PM Central                 3:00 PM Eastern

Avoid appraisal violations and findings. This jam-packed webinar will provide the information, sample policy, and checklists to update your policy and meet examiners’ standards. 

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Use the sample appraisal policy provided to ensure your policy is up-to-date and comprehensive
• Understand the new threshold limits and how they may affect your current process
• Ascertain the examiners’ expectations for appraisal and evaluation procedures
• Implement a strong appraisal review process for both commercial and real estate appraisals
• Adequately address examiners’ minimum requirements for a sound, complete appraisal review

WEBINAR DETAILS

A key element of any loan decision is a sound appraisal that accurately depicts the market valuation at the time of the loan. Both compliance and safety and soundness examiners will carefully scrutinize your appraisal procedures, including policies, ordering independent appraisals, appraisal reviews, and more.

Do your procedures contain the new threshold limits? Will they meet examiners’ expectations? Join this guided tour of sample written policy, procedures, and checklists for real estate and commercial appraisals. You’ll benefit from real-life appraisal scenarios and learn why examiners are pressing auditors to rate an appraisal violation as a moderate-risk finding!

WHO SHOULD ATTEND?

This informative session is designed for lenders, loan staff, appraisal review staff, compliance officers, and auditors. 

TAKE-AWAY TOOLKIT

• Manual written in policy language to easily compare to and update your policy
• Sample commercial appraisal checklist
• Sample real estate appraisal checklist
• Employee training log
• Interactive quiz

DON’T MISS THESE RELATED WEBINARS!

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    MEET THE PRESENTER

Ann Brode-Harner, Brode Consulting Services, Inc.

Ann Brode-Harner 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 30 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.

Please note:  The live webinar option allows you to have one internet connection (from a single computer terminal).  You may have as many people as you like listen and watch from your office computer.

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 internet connection from a single computer terminal.  You may have as many people as you like listen and watch from your office computer.  Registrants receive a website address and passcode that allows entrance to the seminar.  The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, passcode, and handouts will be emailed prior to the broadcast.  You will need the most current version of Adobe Reader available free at www.adobe.com. 

2. RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Can’t attend the live webinar?  This option provides a recording of the live event, including audio, visuals, and handouts.  We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar.  You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

The recorded webinar may ONLY be ordered for 6 months following the live webinar.  In addition, the download must be completed within 6 months of the live webinar date. 

3. BOTH LIVE WEBINAR & RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Options 1 and 2 described above.

 AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE