MBL School, June 7-8 | NASCUS

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New Orleans, home of the 2016 MBL School

Two full-day modules on the new 'principle-based' MBL rule focusing on the impact for state CUs -- all in New Orleans!

The majority of the new MBL rule takes effect at the start of 2017 -- will you be ready? This two-day program in early June, developed and conducted by Hipereon, Inc., is designed for state credit union examiners and practitioners to give state stakeholders the earliest opportunity to become intimately familiar with the rule and how it affects credit unions in their states. Cost for the full program, including materials, is $699 for members and $799 for non-members

Register here

Your program leader:

Jim Devine, Hipereon Chairman & CEO

Jim Devine co-founded Hipereon, Inc. in 1999. Prior to starting the company, he served as a senior consultant with Moss Adams Advisory Services with special focus on financial management, strategic planning and ownership transition training for financial institutions and businesses. He has trained thousands of lenders, business owners and accountants throughout the U.S. and abroad. For more than 30 years, Jim has been active in managing, financing, and buying and selling closely held businesses.

Jim Devine, MBL school instructor

Lucy It, NASCUS President and CEO

“It’s imperative that both state credit union examiners and practitioners have strong backgrounds in the philosophy and nuances of the new rule, before most of it goes into effect in 2017.” -- Lucy Ito, NASCUS President and CEO


Your curriculum:

Featuring nearly 16 hours of instruction over two full-day modules.

June 7/Day 1 - 8:30am – 4:30pm

MBL Underwriting

  1. Assessing Staff Member Backgrounds and Experience and the linkage to the Credit Approval Process.  Is it internally executed or outsourced?
  2. Assessing outsourced MBL Underwriting Services Providers
  3. Understanding the logic of the MBL Portfolio design
  4. Review Business Loan Underwriting Policies and Procedures
  5. MBL Loan File Structure Requirements
  6. MBL Documentation Preparation and Execution
  7. Annual Loan Review - Policies and Procedures
  8. Monitoring the Performance of the MBL Portfolio

 Assessment of the MBL Review and Approval Process

  1. MBL Loan Approval Authority Policies
  2. Make-up of the MBL Review Committee

June 8/Day 2 – 8:30am – 4:30PM

MBL Credit Administration

  1. Assessing Staff Members Background and Experience
  2. Defining Duties and Responsibilities of MBL Credit Administration Function

MBS Deposit Products and Services And Fee-Based Services Review

  1. Assessing Staff Members Backgrounds and Experience
  2. Review of the Product Mix Offered
  3. Review of the Core Processing System Recordkeeping Capabilities and Requirements

Your venue:

The Sheraton New Orleans

Located just across Canal Street from the historic French Quarter, the Sheraton is a premier venue for this event.

Sheraton New Orleans Hotel
500 Canal Street
New Orleans, LA, 70130

To make your reservation, call (504) 525-2500.

Sheraton New Orleans