Upcoming Bank Webinars
Sageworks regularly hosts free webinars on a variety of banking topics, including regulatory changes and lending best practices. Many of these sessions also feature industry consultants. On-demand webinars are also available below and through the archive.
Stay tuned for upcoming webinars!
Featured On-Demand Webinars
In a recent poll, 42% of bankers indicated that Commercial Real Estate is the primary focus for growth in the loan portfolio. At the same time, regulators are concerned that CRE may be overheating as lending standards have eased and CRE portfolios have experienced significant growth. In this webinar, Rob Ashbaugh, a senior risk management consultant for Sageworks, discusses how banks and credit unions can continue to grow the CRE portfolio while keeping risk in check.
A key challenge banks and credit unions face in the loan origination and administration process is document management. From collection to data entry, borrower documents are often a major bottleneck. View this webinar to see a demonstration of the patented, award-winning Sageworks Electronic Tax Return Reader.
Join Steven Martin from Sageworks and small business expert Nick Miller, President of Clarity Advantage, as they share strategies to accelerate small business lending.
If banks can better understand the business borrower, they can better position their bank to win more business. Webinar participants will take away a more granular understanding of business borrowers, to the point of being able to identify three or four areas of their own bank they can focus on for improvement.
Aaron Lenhart detailed the importance of scenario analysis under current GAAP and how to incorporate exercises that will be an integral part of planning for CECL implementation. The presentation includes key factors to consider, example scenarios, key CECL preparation information and tips for improving or beginning scenario analysis in your institution.
The damaging nature of poor asset quality requires that everyone in a financial institution plays a role in ensuring quality control. This is true particularly during times of growth, when competitive forces, low interest rates, and institutional financial goals can add pressure to the process. In this webinar, Peter Brown will identify how various players in the lending process can work together to ensure credit quality.
Banks and credit unions spend a significant amount of time and effort evaluating the creditworthiness of borrowers. Conveying this complex information to loan review committees, examiners and auditors in an efficient way can be very difficult. In this webinar, Keith Pulling, a credit consultant for Sageworks, will be walking through best practices for creating an effective credit memo and tips to improve the loan presentation.
Risk ratings are the basis for understanding credit risk in the portfolio, yet many institutions struggle to maintain and apply an objective risk rating system. Accurate risk ratings allow institutions to better price loans and account for risk in the allowance for loan and lease losses (ALLL). This webinar covered the basics of identifying risk, pricing it appropriately and reflecting it in the reserve.
Within the ALLL, the appropriate determination of adjustments for qualitative and environmental factors may be the biggest challenge in arriving at a defensible and justifiable calculation, particularly in periods of low loss. In this webinar, Sageworks consultants discuss Q factors' inherent subjectivity, provide best practices for justifying assumptions in times of low loss, outline regulatory expectations and offer a glimpse into what other banks' Q factor levels were during the time of the webinar.
In light of the recent changes to the member business lending rules, many credit unions are considering growing their MBL portfolios. In this webinar, Ancin Cooley, Principal of Synergy Credit Union Consulting, will provide guidance, tips and job aids to help your credit union successfully start, grow and maintain your MBL program.webinar archive