An Overview of the New Integrated Disclosures Webinar

An Overview of the New Integrated Disclosures
Webinar
January 15, 2015 s 10 to 11:30 AM
The new Integrated Disclosures (the Loan Estimate and the Closing
Disclosure) will be effective August 1, 2015. While the new forms
are a vast improvement over the existing documents, they also carry
hazards for the bank, the customer, and the real estate market.
Please check all appropriate boxes: Member
The focus of this webinar will not be “place the following information
in this exact spot on the form.” The focus will be the very real decisions
that you will have to make in order to properly prepare for the new
forms. For instance, the timing issues with the new forms will change
how you do business. Making some basic decisions now will enhance
the conversion process. We will discuss the impact that the requirements of these forms will have on your day-to-day operations, your
management, and the customer and public impact of these forms.
We cannot guarantee registration for incomplete and/or illegible
registration forms. Your registration entitles you to 1 connection at 1
location with permission to copy materials for participants.
When the presentation is finished, there will be a list of issues that
must be addressed, to give you a decision roadmap to follow as you
head towards the August 1st deadline.
Street Address________________________________________________
Highlights
Phone/Fax___________________________________________________
•
The impact on your financial institution
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The impact on the customer
E-mail______________________________________________________
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The impact on the real estate market
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The Loan Estimate
•
The Closing Disclosure
Who Should Attend?
Mortgage loan professionals, loan processors and underwriters, and
compliance officers and analysts. Bank staff that work in consumer
mortgage lending or have mortgage lending responsibilities will find
this program beneficial. Additionally, those banks that are looking
for an overview and general understanding of the 2015 rules as they
implement their project plans to comply by the August deadline should
consider this program. Please route to all appropriate departments.
Live webinar and materials CD and materials $265
$265
Nonmember
$465
$465
Name_______________________________________________________
Title________________________________________________________
Bank_______________________________________________________
City/State/Zip________________________________________________
Three ways to register:
Online: www.massbankers.org
Fax credit card payments to our secure fax line: 617-249-0441.
Mail:
Massachusetts Bankers Associaton-NIDW15
One Washington Mall, 8th Floor, Boston, MA 02108-2603
Method of Payment (check one):
 Check payable to MBA (must be accompanied by registration form.)
MasterCard
VISA
AMEX Discover
PCI Compliance mandates that payments made by credit card must be
faxed, do not email. Please fax to our secure fax line: 617-249-0441.
Card# __________________________________________________
Exp. Date _______________________________________________
Amount $_______________________________________________
Presenter:
Bill Elliott – CRCM, Senior Consultant and Manager of Compliance
Bill Elliott has over 35 years of banking experience. As a compliance
consultant and manager of the compliance division with Young &
Associates, Inc., Bill works on a variety of compliance related issues,
including leading compliance seminars, conducting compliance reviews for all areas of compliance, conducting in-house training, and
writing compliance articles and training materials. During his career,
Bill spent 15 years as a compliance officer and CRA officer in a large
community bank, and also worked for a large regional bank.
Cardholder’s Name________________________________________
Cardholder’s Signature _________________________________________
For More Information: Contact the Education Department at
617-523-7595. Direct registration inquiries to Pat Tabolsky,
[email protected]
He has been a lender for consumer, commercial, and mortgage
loans, and has managed a variety of bank departments, including
loan review, consumer / commercial loan processing, mortgage loan
processing, loan administration, credit administration, collections,
and commercial loan workout.
One Washington Mall, 8th Floor | Boston, MA 02108-2603 | 617.523.7595 | www.massbankers.org