Best Practices For Annual Reviews – Recording

Description

Duration: 62 minutes

Managing annual reviews is one of the most challenging aspects of business lending for credit unions.

The ongoing monitoring of individual loans is a regulatory hot button and can be time-consuming. In this webinar from June 17, 2025 learn how you can create a process that meets regulatory standards but also makes sense for your credit union’s operations.

Learn:
– Which loans REALLY need annual reviews
− What information should be included in an annual review
− How to ensure borrowers submit timely financial and collateral data
− Processes for internally reviewing and approving annual reviews
− How to revalue collateral as part of the annual review
− Methods for tracking and scheduling annual reviews

As bonus content, you will also receive a sample CUBG annual review and a checklist for business loan risk monitoring!

Purchase Terms & Conditions

After the order is approved, you’ll receive an email with links to download the education materials. After you download, you will be able to save the files to your shared network and use the training for your credit union going forward.

Educational materials are proprietary and are not to be shared outside of the purchasing credit union.