Supervisory Priorities 2023
March 21, 2023
Live Webinar:
DateMar 21, 2023Duration90 minutes
12:00 PM PDT01:00 PM MDT
02:00 PM CDT03:00 PM EDT
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar:
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
ALERT! Fallout From the March 10, 2023, Silicon Valley Bank Failure Begins
Congress
is looking for more regulation and the NCUA is keeping a close eye on the FDIC as
regulators consider changes to the examination process in the wake of finger
pointing and second guessing. Join us for a snapshot of what we know right now
and receive practical guidance to prepare for added regulatory scrutiny.
Regular examinations are a simple fact of life for all financial institutions. But does
that mean you are powerless to influence the process? No! Focused preparation based on a keen understanding of the process will
reduce the attendant frustrations and fear. This webinar will explain how to navigate the exam as well as the best
available strategies to present your business plan and mission to examiners.
AFTER
THIS WEBINAR YOU’LL BE ABLE TO:
- Understand the focus of NCUA examinations in 2023
- Appreciate the impact of the 2023 supervisory priorities
- Employ improved examination preparation strategies
- Access more examination resources
- Appreciate the MERIT examination system
- Discuss the ripple effects of the recent SVB failure from Wall Street to Main Street
WEBINAR DETAILS
Watch out! Your examination team has a new set of marching orders and an increased
operating budget. This year’s guidance
focuses extensively on interest rate risks and liquidity concerns, but there
are other important elements to be incorporated into your risk strategies. Big or small, well run or not, every credit
union will undergo regular and rhythmical examinations. The NCUA exam modernization initiative is
making substantial changes to the examination experience.
Are you prepared? Fortunately, this is an open-book exam! A well-prepared credit union can reduce stress
and increase exam efficiency, which puts you in a position to tell your story effectively
rather than defending every operational decision and accounting entry from the
rigors of a “safety and soundness” review.
Imagine being able to maximize the examination
cycle rather than dread it. Join credit
union attorney and examination veteran, David Reed, as he guides you through
the new technology and examination strategies that will help you thrive during the
next examination. From available
resources to a review of the new examination software, this is a must-attend
webinar for every institution.
WHO SHOULD ATTEND?
This informative session is designed for senior
executives, directors, Supervisory Committee members, managers, compliance
staff, audit staff, and anyone involved with the examination process.
TAKE-AWAY TOOLKIT
- NCUA 2023 supervisory priorities
- Regulatory guidance on exam modernization
- Checklist of NCUA resources
- Glossary of NCUA acronyms
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission,
or republishing of any webinar to other institutions or those not employed by
your institution is prohibited. Print materials may be copied for eligible
participants only.
Presented By
Reed & Jolly, PLLC
© 2023 FINANCIAL EDUCATION & DEVELOPMENT, INC