You Received a BSA Exam Request Memo, Now What?
Date: August 14, 2012
Time: 2:00 PM- 3:30 PM CST
Registration Options: Live Webinar- $200
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 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.
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 one 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.
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. (LIMITED
AVAILABILITY: The on-demand web link and CD ROM may ONLY be ordered for
6 months following the webinar. Neither the link nor CD will be
available after this time.)
Both Live Webinar & On-Demand Web Link- $250
Options 1 and 2 described above (Included free CD Rom)
Special Registration Option for member credit unions under $20 million- $169
On-demand link only (does not include CD or live webinar)
About:
You just received your BSA exam request memo. What’s the next step? Preparing for your next BSA exam is an ongoing process that begins well before the exam letter arrives. Once you do receive it, the first thing most BSA officers notice is that it’s quite long. This webinar will focus on how to address each item by turning the exam request memo into a checklist that guides you in putting together just what the examiners want. In addition, examiners’ “hot buttons” and other BSA officers’ experiences will be covered.
HIGHLIGHTS
> Step One: Dissect the request letter into groupings by department
> Step Two: Enlist help and delegate responsibility. Because BSA is an institution-wide exam, it will involve work papers from every department.
> Step Three: Reorganize the information for submission
> Step Four: Additional steps that will keep examiners happy
> Step Five: Learn from other BSA officers’ experience during exams
*To register for this webinar, CLICK HERE
For more information, please contact Carrie Buchholz at:
(P) 405.702.8622 ext. 215
(E) carrie@cuaok.org
Speakers | |
| Brode, Ann | |
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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 25 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.
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