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HMDA Essentials

This webinar designed to provide practical compliance guidance—not simply a review of the regulation. Participants will have the opportunity to work through HMDA issues, consider common reporting challenges, and apply regulatory requirements to real-world lending situations. Bring your HMDA questions and your toughest reporting challenges.
Upcoming

Beginner Friendly

DATE

Thursday, November 5, 2026
2:30 pm - 4:00 pm

INSTRUCTOR

Kimberly Boatwright

FORMAT

Webinar

CREDIT TYPE

2 CRCM Credits

$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Auditing
  • Commercial/Business Lending
  • Compliance
  • CRA Compliance
  • General Compliance
  • Lending Compliance
  • Mortgage Lending
  • Risk Management/Legal
  • Bank Legal Counsel
  • Commercial Lender
  • Community Reinvestment Act Officer
  • Compliance Officer
  • Consumer Lender/Retail Banker
  • Internal Auditor
  • Mortgage Lender
  • Risk Manager
  • Training Manager
  • Trainer

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HMDA compliance is not simply about getting the annual submission out the door. Accurate HMDA reporting starts with the information collected at application and continues through underwriting, processing, closing, quality control, reporting, and ongoing monitoring.

This practical live webinar provides an updated look at HMDA compliance for 2026, with a focus on the areas that create the greatest operational and compliance risk. Participants will review current Regulation C requirements, data collection and reporting responsibilities, common data accuracy problems, transaction testing, correction and remediation, and what HMDA data can reveal about an institution's lending activity and fair lending risk.

The program will also look ahead to the 2027 reporting cycle so participants can identify opportunities to strengthen HMDA processes before year-end.

What You'll Learn

  • Get Current on HMDA Requirements
    Review the current Regulation C requirements and key HMDA reporting considerations that apply to today's lending environment.
  • Strengthen Data Accuracy From Application Through Reporting
    Identify where HMDA errors originate and explore practical controls for improving data collection, validation, documentation, and reporting.
  • Know What Examiners Are Looking For
    Understand how HMDA compliance may be evaluated through transaction testing, data integrity reviews, policies and procedures, training, monitoring, and management oversight.
  • Identify Your HMDA Trouble Spots
    Work through common HMDA reporting challenges and identify weaknesses that can lead to inaccurate data, repeat errors, examination findings, or costly remediation.
  • Understand HMDA Error Tolerances and Resubmission Risk
    Review the regulatory framework surrounding HMDA data accuracy, error identification, corrections, and potential resubmission.
  • Build a More Effective Testing and Monitoring Program
    Learn how to move beyond basic data scrubs and develop testing and monitoring that can identify root causes—not simply individual reporting errors.
  • Connect HMDA to Fair Lending Risk
    Explore what your HMDA data can—and cannot—tell you about lending patterns, application activity, underwriting outcomes, pricing, and potential fair lending concerns.
  • Turn HMDA Data Into a Compliance Resource
    Consider how compliance, lending, and management teams can use HMDA data to identify trends, ask better questions, and strengthen the overall lending compliance program.
  • Prepare for the Next Reporting Cycle
    Identify practical steps to take before year-end to strengthen HMDA processes, address recurring issues, and prepare for the 2027 reporting cycle.

Who Should Attend

This webinar is designed for professionals involved in HMDA compliance, lending operations, data integrity, testing, and risk management, including:

  • Compliance officers and compliance staff
  • HMDA managers and reporting personnel
  • Internal audit and quality control staff
  • Mortgage lending and loan operations personnel
  • Loan processors and staff involved in HMDA data collection
  • Fair lending and risk professionals
  • Lending managers and supervisors
  • Others responsible for HMDA data accuracy, testing, monitoring, or reporting
Kimberly Boatwright

Instructor Bio

Kimberly Boatwright is EVP and Director of Risk and Compliance at Compliance Resource, LLC, and has more than two decades of experience working in the financial services industry. Ms. Boatwright is a well-regarded financial industry risk and compliance professional with a strong background in program development and implementation. She is a thought leader who specializes in Fair Lending, Anti-Money Laundering, OFAC, and consumer compliance. During her career, she has worked for and consulted with all types of financial institutions helping to establish and evolve compliance and risk programs. She is a frequent public speaker, trainer, and author on compliance and risk management topics. Kimberly is a Certified Regulatory Compliance Manager and a Certified Anti-Money Laundering Specialist.

Continuing Education Credit Information

HMDA Essentials has been approved for 2 CRCM credits. This statement is not an endorsement of this program or its sponsor. Credits are redeemable for both Live and OnDemand viewing. For questions on certificates, please email support@oncourselearning.com. Certification holders must report these credits at https://aba.csod.com.

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