Loan Review Insights to Help You Stay Ahead of Your Next NCUA Exam

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A free webinar brought to you by CUNA Strategic Services and Wipfli

Speakers: David Etter, Alison Herrick, and John Garey of Wipfli

Watch this replay as Wipfli and CUNA Strategic Services focused on helping credit unions successfully navigate their next NCUA exam. Drawing from Wipfli’s extensive client base, this session breaks down the specific areas of credit administration currently drawing the most regulatory scrutiny. You will gain a comprehensive overview of emerging risks, critical areas of concern, and best practices for building a highly effective loan review process before examiners arrive. This targeted presentation delivers relevant, practical guidance designed specifically for credit union executive management, chief lending officers, senior credit staff, and heads of internal audit. The material highlights actionable insights and proactive strategies that leadership teams can implement immediately to strengthen their credit administration framework and ensure exam readiness.

Key takeaways include:

  • Why many credit unions need to strengthen their approach when purchasing loan participations

  • Areas where we see erosion in key internal controls on certain lending functions

  • What you should be doing to address the re-pricing risk in your MBL real estate portfolio

  • Why you should be using debt yield in both underwriting and portfolio management

Connect with Wipfli to learn more.

 
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Wipfli

Wipfli LLP is an advisory firm offering expansive services in tax, audit, risk, M&A, strategic planning, operational performance, and digital transformation. Wipfli professionals bring real-world experience to deliver the industry, compliance, and technology knowledge you need. We understand the realities you face and provide the guidance necessary for success. Our experts use decades of industry experience and innovation to help clients transform faster, engage smarter, and achieve tangible results. Others see problems. We see possibilities.

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