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
From Impact to Credit: Documenting CRA Activities Seminar
Accurate documentation is the backbone of a successful CRA program. This in-depth class focuses on how to properly capture and report community development activities —including loans, investments and services, so you receive full credit during CRA evaluations.
Through practical examples and hands-on exercises, you’ll learn best practices for organizing data, aligning activities with regulatory requirements, and building documentation that tells a compelling story of your institution’s impact.
CRA to Z: How to Build a Best-in-Class CRA Program
Take your CRA expertise to the next level with this comprehensive, six-module seminar designed for professionals ready to build and maintain a best-in-class CRA strategy.
You’ll dive into every critical component of CRA compliance—from understanding the “who, what, and why” of CRA to mastering assessment areas, capturing and reporting community development activities, conducting a peer analysis, performing self-assessments, developing performance context, and preparing for the exam.
Through interactive discussions, case studies and practical tools, you’ll gain the knowledge and confidence to design a robust CRA program that meets regulatory expectations and drives meaningful community impact.