CRA Education & Training
With rule changes and staff turnover, it can be difficult to fulfill community reinvestment goals and obligations, track them, and clearly communicate value to examiners. We’ll show you how.
We provide in-person and virtual training for CRA staff, bank employees, and Board of Directors on:
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Community Development activities – what qualifies
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Small business/small farm reporting
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HMDA reporting
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Consumer loan reporting
And we’ll help you create customized:
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CRA Checklists
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CRA Scorecards
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CRA Policies
We provide in-person and virtual training for CRA staff, bank employees, and Board of Directors on:
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Final CRA Rules for:
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Small Banks
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Intermediate Banks
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Large Banks
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Bank Directors
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Community Development Loans
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CRA Strategy
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CRA Self-Assessment
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Increasing CRA Performance
Contact us for customizable solutions tailored specifically for your bank
Upcoming CRA Events
Building Your Story: Crafting an Effective CRA Performance Context Seminar
Your CRA performance context is your opportunity to tell your institution’s story. In this session, you’ll learn how to develop a compelling, well-supported performance context that highlights your market conditions, community needs, and strategic approach. We’ll cover what regulators look for, how to gather and organize data, and techniques for presenting your narrative in a way that strengthens your CRA exam results.