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How to Obtain & Retain an Outstanding CRA Rating

Every institution (small, intermediate small, or large) would like to obtain an Outstanding CRA rating, but less than 10% of all institutions actually achieve this distinction. To receive an Outstanding CRA rating an institution must do everything necessary to obtain a Satisfactory rating, plus more. This program focuses on the “plus more.”
Upcoming
DATE

Tuesday, August 11, 2026
11:00 am - 12:30 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
  • Customer Service
  • General Compliance
  • Lending
  • Lending Compliance
  • Management/Employee Development
  • Mortgage Lending
  • Risk Management/Legal
  • Sales
  • Board Member
  • Branch Manager
  • Commercial Lender
  • Community Reinvestment Act Officer
  • Compliance Officer
  • Consumer Lender/Retail Banker
  • Credit Analyst
  • Customer Service Representative
  • Human Resources Officer
  • Internal Auditor
  • Loan Operations Manager/Specialist
  • Marketing Officer/Business Development
  • Mortgage Lender
  • Private Banker
  • Senior Management
  • Small Business Lender
  • Training Manager
  • Trainer

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How to obtain an Outstanding CRA rating

The established criteria for an outstanding rating for:

  • Large institutions
  • Intermediate small institutions (intermediate institutions under new final OCC CRA rules)
  • Small institutions
  • Wholesale institutions
  • Limited purpose institutions
  • An institution submitting a strategic plan

The evolving criteria for an outstanding rating under recent regulatory proposal

How the CRA Regulatory Rating process works

The role of CD activities in the current CRA Rating process

The role of CD activities in the recent regulatory proposal

What You'll Learn

How to obtain an Outstanding CRA rating

The established criteria for an outstanding rating for:

  • Large institutions
  • Intermediate small institutions (intermediate institutions under new final OCC CRA rules)
  • Small institutions
  • Wholesale institutions
  • Limited purpose institutions
  • An institution submitting a strategic plan

The evolving criteria for an outstanding rating under recent regulatory proposal

How the CRA Regulatory Rating process works

The role of CD activities in the current CRA Rating process

The role of CD activities in the recent regulatory proposal

Who Should Attend

The session is ideal for directors and senior management, management of the loan department, compliance officers, CRA Officers, marketing staff, and auditors.
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

How to Obtain & Retain an Outstanding CRA Rating 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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