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A “Hot Topics” Conversation with the Consumer Compliance Regulators
September 10, 2024

Lending Compliance Mini Boot Camp Seminar

Whether you’re new to the world of lending compliance or simply seeking to refresh your knowledge, you won’t want to miss the SFCA’s Lending Compliance Mini Boot Camp seminar on November 5, 2024!!

Guiding us in this boot camp session will be Patti Joyner, well-known and respected industry speaker. With her intimate knowledge of the regulations and ability to digest complex information, you will no doubt be better equipped to tackle lending compliance at your institution!

Some of the lending areas covered during the Lending Compliance Mini Boot Camp seminar will include:

–TRID – general compliance (disclosures, timing, “good faith” standard, tolerance comparison and cures, handling construction loans and common disclosure issues)

–Mortgage Servicing rules – basics of Regulation X and address of recent legislation affecting language proficiency access

–Regulation B – general requirements in taking an application, decisioning, and notifications.  Also, how AI can impact Regulation B and how to stay on top

–Section 1071 – general coverage, data points, cross-section of an application in this landscape, and what should we be doing now to prepare

–Fair Lending – overview and exploration of regulatory pitfalls like marketing, disparities in lending to minority markets, and branch distribution

  • Date: November 5, 2024
  • Time: 09-04:00 PM
  • Register from:
    8:30-9:00am
  • Registration Prices:
    $275.00 per person
  • New Location:
    HILTON GARDEN INN & HOMEWOOD SUITES MIAMI DOLPHIN MALL1695 Northwest 111th Avenue Miami, Florida 33172, USA

This seminar has been approved by the ABA Professional Certifications for 7.25 CRCM CE credit hours. The training will appear as: South Florida Compliance Association.

Who should attend?

Compliance Officers, Fair Lending Officers, Mortgage Loan Processers, Lenders, Mortgage Servicing Officers, Internal Auditors and Legal staff

Speakers

Patti D. Joyner,

Patti D. Joyner, CRCM, Founder & President, Financial Solutions

Patti Joyner founded Financial Solutions in 1990 to provide community financial institutions with effective solutions for the ever-increasing need for cost-effective regulatory risk management. The company provides in-house training, compliance policy and procedure development and litigation support.

Patti’s ability to transform complex requirements into simple, practical solutions is bound by a deep conviction that “excellence is not optional,” easily translating into effective answers for community bankers. Patti firmly believes that being a community banker is all about the size of your heart, not your bank’s assets! She has a thorough understanding of the current regulatory environment and is able to integrate and streamline competing priorities without compromising compliance, results, or your sanity. Patti loves people and banking – put the two together and its inspiring!

Patti also has the privilege of serving as the Managing Director of Training for Asurity Technologies, leading Asurity’s education academy. In this leadership role, Patti will spearhead the expansion of Asurity’s training initiatives designed to enable industry leaders and practitioners to broaden skillsets by exposing them to current trends, best practices, and emerging regulatory matters. Through interactive sessions and hands-on workshops, Ms. Joyner will help participants gain practical knowledge and skills for navigating the complex and oft-shifting landscape of compliance.

Ms. Joyner is a frequent presenter for many state and regional compliance associations and the American Bankers Association where she served as a faculty member of its prestigious Stonier Graduate School of Banking and Foundational, Intermediate and Advanced Compliance Schools. Additionally, Patti has delivered many informative briefing/webcast series on a wide variety of compliance subjects. She loves working with bankers all across the country at large and small institutions! Patti also enjoys being a frequent speaker for various regulatory and law enforcement agencies. It was Patti’s privilege to be named ABA’s annual Distinguished Service Award winner for 2018 in recognition of her contribution to the banking industry across our country.

One of her favorite things to do is partner with legal teams to achieve the correct resolution to complex banking litigation cases! Patti is a highly acclaimed keynote speaker, as well as a published compliance resource for many regional and national publications. Her high energy style and slightly wicked sense of humor combine to provide entertaining, effective, successful and compliant solutions that will leave a smile in your heart along with answers to your questions. She’s a “boots on the ground” kind of girl, ready to rumble!

Ms. Joyner has a B.S. degree in Accounting from Louisiana Tech University where she graduated with honors. Patti earned her Certified Public Accountant (CPA) certification in 1984. She has 40+ years of banking experience and is a Certified Regulatory Compliance Manager (CRCM).

Register Now!