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Ask an Examiner: The Do’s and Don’ts of Your CRA Exam
Have you ever wished you could sit down with a CRA examiner and pick their brain? CRA exams are difficult and subjective, but while each examiner is different, there are general rules they follow when rating your bank for CRA compliance.
Join us on March 27th at 12 pm CT to hear from Charles LeFevre, a former examiner for the FDIC. Charles will cover the do’s and don’ts you should follow before, during, and after your CRA exam, as well as address questions and share his experience as an FDIC examiner.
You’ll have the chance to submit questions when registering for the webinar, as well as during the webinar itself. Get ready for an inside look at the CRA exam process—straight from a former examiner!
The ABA has approved this webinar for 1.25 CERP, CFMP, CRCM, and CAFP credits.
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Archived Webinars
How to Maximize Your Impact with Visual Communication
Getting (and keeping) your audience’s attention is easier said than done. In today’s fast-paced world, studies show that you have just three seconds to capture someone’s attention before they move on. Research also shows that consumers process visual information up to 60,000 times faster than text! So as a bank or credit union professional, how can you leverage your audience’s preference for visuals while staying true to your brand and marketing strategy? One powerful solution is with digital signage strategically placed in branches and high-traffic areas.
Watch this webinar to hear from Jon VanderMeer of Kiosk & Display. You’ll discover why visual communication is so effective, what types of signage work best, and how banks and credit unions are using this method today. You’ll leave with actionable ideas on how to implement digital signage at your institution. Get ready to enhance your brand and consumer engagement!
The ABA has approved this webinar for 1.25 CERP, CFMP, CRCM, and CAFP credits.
Beyond Compliance: Effective Strategies for Serving Low-Income Consumers While Making a Real Impact
Too often, low-income consumers are treated as a single category—but the reality is far more nuanced. Are these consumers younger or older? Do they live in urban, suburban, or rural areas? What proportion are immigrants or non-English speakers? And how do their financial needs differ?
Simply opening a branch in a lower-income neighborhood isn’t enough. True success comes from understanding the diverse demographics within these markets and tailoring products, services, and outreach accordingly.
Watch this webinar as Steven Reider of Bancography explores the demographic traits of lower-income households in the U.S. and the strategies financial institutions can use to serve them more effectively. We discuss how to align products, marketing, and community outreach with the needs of different segments—going beyond compliance to create real impact in the communities you serve.
The ABA has approved this webinar for 1.25 CERP, CFMP, CRCM, and CAFP credits.
Bancography
Your 2025 CRA Strategy: How to Plan Ahead and Focus on What’s In Your Control
2024 was a confusing time for CRA. And while many questions are still up in the air, there are some best practices you can follow to set yourself up for success this new year and prepare for your next CRA exam.
Watch this webinar to hear from CRA expert Linda Ezuka. You’ll learn how to build an effective CRA plan under the current rule while keeping an eye on future regulations. We cover strategies for navigating the evolving CRA landscape, how to set performance benchmarks that drive success, how to keep exam preparation in mind, and how to ensure that your plan aligns with the bank’s goals and regulatory expectations.
By proactively planning ahead and focusing on what’s in your control, 2025 might just be the best year for CRA yet.
The ABA has approved this webinar for 1.25 CERP, CFMP, CRCM, and CAFP credits.
Risk, Reward, and Robots: How to Manage AI Without Losing Your Marbles (or Regulatory Rating)
Artificial Intelligence is no longer the stuff of science fiction—it’s in your marketing strategy, your risk models, and maybe even your coffee order. But for many bankers, AI feels less like a shiny new tool and more like Pandora’s box waiting to implode your risk management and compliance programs. Relax. It’s not as scary as it seems.
Watch the webinar to hear from Charles LeFevre, the Principal Consultant at Stanford Hill. Charles will show you how to turn AI from “the thing we’re worried about” to “the thing we can’t live without.” You’ll learn how to manage risk, how to meet regulatory expectations, and how other banks are succeeding (and occasionally failing) with AI.
Whether you’re a bank executive wondering how to stay ahead, a bank marketer using AI to identify customer insights, or a risk officer who sees AI as one big nightmare, this is your chance to reframe AI—not as something to fear, but as a tool to drive competitive advantage and operational excellence.
The ABA has approved this webinar for 1.25 CERP, CFMP, CRCM, and CAFP credits.
Smart Strategies for Building Profitable Branches in Low-Income Communities
Choosing the right location for a branch is a big decision for any bank or credit union. It’s about more than just convenience—branches are a way to connect with the community, support local needs, and, for banks, meet CRA requirements. But opening and maintaining a branch in low-income neighborhoods can be tough. It’s often difficult to make a branch profitable in these areas, even though the need for access to financial services is high.
In this webinar, Steven Reider from Bancography explores branch service models that make a real difference in lower-income communities, both in cities and rural areas. Discover practical approaches to building branches that serve not only as places to bank, but as spaces that spark local investment and community involvement. Whether you're with a bank or credit union, you'll leave with tools and insights to help you create branches that work financially and foster stronger, more connected communities.
The ABA has approved this webinar for 1.25 CERP, CFMP, and CRCM credits.
Bancography
Q&A Webinar with Len Suzio and Linda Ezuka
September’s webinar on Assessment Areas was so popular that our panelists didn’t get a chance to address all the questions asked. To make up for it, we held a Q&A webina with CRA Experts Len Suzio and Linda Ezuka (thanks for joining, Linda!).
You don’t necessarily need to watch the original webinar to benefit from this one, but you can watch the recording if you’d like to catch up.
The ABA has approved this webinar for 1.25 CERP, CFMP, and CRCM credits.
Closing the Gaps: How to Identify Lending Gaps and What to Do Once You’ve Found Them
Every CRA Officer will face lending gaps at one point or another. When your institution’s lending falls below market standards, you need to take action. But just because you know what a lending gap is doesn’t mean you know what to do once you’ve found one.
Watch this webinar with CRA expert Linda Ezuka to learn how to identify and address lending gaps under the Community Reinvestment Act (CRA). You’ll learn how to compare your bank's lending activity with that of your peers, how to analyze your bank’s CRA performance, and what to do when you inevitably find a gap.
With CRA regulatory change on the horizon, it's more important than ever to understand your bank’s lending performance, identify gaps, and take actionable steps to improve. While this webinar is aimed at those who already have a basic understanding of lending gaps and their importance, even CRA newbies can benefit from this topic.
The ABA has approved this webinar for 1.25 CERP, CFMP, and CRCM credits.
Inside the Mind of a Compliance Professional: How to Remain Compliant in an Evolving World and Tackle Account Growth Challenges
Let’s face it: compliance isn’t getting any easier. The more you think you know, the more you realize that you haven’t even scratched the surface. For Compliance Officers, raising awareness and keeping your financial institution on track is a challenge.
Watch this webinar to hear from Kasasa’s Chief Compliance Officer, Patrick Laughlin. Kasasa is a financial technology company that provides innovative products and services to attract and retain your customers, all in a fully compliant manner.
During this webinar, we discuss industry trends, how to deal with economic pressures, how to solve growth challenges, and what investments community financial institutions are making in compliance. We also go “inside the mind” of a compliance professional to learn what they think about their job, their leaders, their colleagues, and the support they receive from their organizations. What you’ll learn will surprise you.
The ABA has approved this webinar for 1.25 CERP, CFMP, CRCM, and CAFP credits.
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How to Properly Delineate Your CRA Assessment Area(s) Under the Current and Future CRA Regulations
Every CRA professional knows that choosing your Assessment Area(s) is one of the most important decisions you make related to CRA, and can be difficult given the many factors an institution should consider. What are the rules? What options do I have? Did I choose the right areas? Now what data do I need to track? How often should I review my Assessment Area(s) configuration? Throw questions about the upcoming (although paused) CRA rule in there and it becomes even more complicated.
Watch this insightful webinar by CRA experts Len and Josh Suzio from GeoDataVision. They cover the rules and best practices for choosing and tracking Assessment Areas under the current CRA rule, as well as how transitioning from the old to the new rule might affect you (specifically in regards to “Facility Based Assessment Areas” and the two new types of CRA Assessment Areas, "Retailing Lending Assessment Areas" and "Outside Retail Lending Assessment Areas").
Whether you're familiar with the current CRA rules or just getting started, this webinar will provide essential insights and practical tips to ensure your institution is well-equipped to choose and track your Assessment Areas.
The ABA has approved this webinar for 1.25 CERP, CFMP, and CRCM credits.
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Bridging the Gap: How to Help CDFIs Empower Underserved Communities
Community Development Financial Institutions (CDFIs) do a lot for their communities. While larger institutions might have a bigger dollar impact, CDFIs specialize in building relationships and working with minority groups to make a difference. That’s why it makes sense to partner with and support the CDFIs in your community. You have the dollars and the team; CDFIs have the relationships and the dream.
There are many ways to partner with CDFIs, including making community development loans or equity equivalent investments. Banks can also purchase microloans from CDFIs, which provides liquidity for lending and helps the bank reach its CRA lending goals. Making a deposit at another financial institution may sound counterintuitive, but there are many benefits, including potential CRA credit.
Watch this webinar to hear from Scale Link panelists on supporting the CDFIs in your community and giving back in ways you may not have considered. You’ll learn why supporting CDFIs is crucial, how to do so through microdeposits (under $50,000), and how these deposits can lead to CRA credit.
If your institution has ever considered partnering with a CDFI, or even if you’ve never thought about it but wonder how it might look, you don’t want to miss this!
The ABA has approved this webinar for 1.25 CFMP and CRCM credits.
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