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:
-
Community Development activities – what qualifies
-
Small business/small farm reporting
-
HMDA reporting
-
Consumer loan reporting
And we’ll help you create customized:
-
CRA Checklists
-
CRA Scorecards
-
CRA Policies
We provide in-person and virtual training for CRA staff, bank employees, and Board of Directors on:
-
Final CRA Rules for:
-
Small Banks
-
Intermediate Banks
-
Large Banks
-
Bank Directors
-
-
Community Development Loans
-
CRA Strategy
-
CRA Self-Assessment
-
Increasing CRA Performance
Contact us for customizable solutions tailored specifically for your bank
Upcoming CRA Events
CRA Foundations for Small Banks Seminar
CRA Foundations for Small Banks is a dynamic, hands-on seminar
designed to equip participants with a practical understanding of
Community Reinvestment Act (CRA) requirements tailored specifically to
small institutions.
The session covers core concepts such as assessment areas, qualifying
activities, and examiner expectations, with focused guidance on the
Small Bank Lending Test performance standards—including
Loan-to-Deposit (LTD) ratio, assessment area concentration, geographic
and borrower distribution, and response to CRA-related complaints.
Through interactive discussions and real-world exercises, attendees
will gain actionable insights and tools to confidently build and
manage an effective CRA compliance program.
CRA Foundations for ISB and Large Banks Seminar
This interactive seminar covers the essentials of the CRA with a
focus on Intermediate Small Bank (ISB) and Large Bank frameworks.
Participants will learn core concepts including assessment areas,
qualifying activities, and performance tests while exploring the
increased expectations tied to larger, more complex institutions.
The session highlights community development (CD) lending,
investments, and services, along with examiner expectations and the
CRA exam process. Attendees will gain practical insights and tools to
build a scalable, well-supported CRA program and confidently navigate
more complex regulatory environments.
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.