WBA Adjustable Rate Mortgages Webinar Series

The WBA Adjustable Rate Mortgages Webinar Series will include 3 virtual half-day sessions. Sessions will be held on Zoom from 9:30–11:00 a.m. CT on October 18, 9:30–10:30 a.m. CT on November 1, and 9:30–11:00 a.m. CT on November 8.

About the Program:

This ARM webinar will provide comprehensive training on Regulation Z early ARM regulation requirements, including early disclosure requirements, Note/Agreement disclosure requirements, and a comprehensive training on Regulation Z ARM regulation requirements related to ARM notices and potential consumer harm when servicing ARMs . In addition, you will gain an understanding of the differences between variable rate and fixed rate loans, so you can explain the features and benefits of each to customers.

Who Should Attend:

This informative series is useful for any personnel involved in the consumer ARM process including loan officers, loan operations personnel, underwriting personnel, compliance personnel, auditors, attorneys, and managers.

About Our ARMs Facilitator:

Tracy Bush, CRCM
Senior Manager
Wipfli, LLP, Eau Claire

As a key member of the Wipfli’s Financial Services Regulatory Compliance team, Bush has more than 20 years of financial institution experience, including a strong background in compliance and Bank Secrecy Act (BSA)/Anti-Money Laundering (AML), as well as lending, deposit and teller operations. This experience has allowed Bush to develop strong advisory, training and leadership skills. She has designed, implemented, and monitored full-scope, risk-based compliance and BSA programs. Bush has a deep understanding of the issues facing financial institutions and is able to provide meaningful insight and recommendations.

Registration Information:

The registration fee of $500/bank includes one connection to each of the three live webinar sessions, as well as access to each session recording for 60 days following each live webinar. If your bank plans to join a session (or all sessions) from multiple locations/connections, please contact WBA Education for discounted additional connections.

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Oct 18 2022 - Nov 08 2022


9:30 am - 11:00 am



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