Escrow Account Compliance
Date: December 4, 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 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.
On Demand Web Link & CD- $200
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.
Live Webinar & On-Demand Web Link (INCLUDES FREE CD-ROM)- $250
Includes options 1 and 2 above
Special Registration Option for member credit unions under $20 million-$169
On-demand link only (does not include CD or live webinar)
About:
More and more credit unions are providing escrow accounts due to changes that occurred a couple years ago on first-lien higher-priced loans. Not surprisingly, examiners have also increased escrow-requirement reviews.
RESPA has numerous, very specific requirements on how and when escrow disclosures are given. This webinar will review the entire process, and reveal common errors and examiner citations. Checklists will be provided that will ensure your credit union complies with escrow requirements and that your disclosures and statements are complete.
HIGHLIGHTS
> When does escrow apply?
> Initial analysis for proper escrow amounts
> How is escrow disclosed on the HUD statement?
> What needs to be included in the initial disclosure and annual and short-year statements?
> What should be done if there is a shortage, surplus, or deficiency?
> Handouts will be provided in “procedure language” that can be used as a template to write your own escrow procedures
> Valuable checklists and tools will be included
*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 | |
| 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. | |