Agenda

Aug 6, 2026
11:00 am - 12:30 pm EST

HMDA is always one of the more complex regulatory topics out there. So many data fields with very specific requirements, which means many opportunities for errors. How is your process? Midyear is a good time to do a checkup on your data collection and reporting procedures, as well as the data itself. There are more than a few tripwires and tricky data points to keep track of, and that requires a detailed and consistent process to ensure the right information is collected and submitted every time.

In this webinar, we’ll review in detail all the common gray areas and pain points of the numerous HMDA data fields, including the always-challenging action taken, application date, and many others. We’ll also go over the requirements to ensure you’re reporting everything that you should be. We’ll review the differences between prequalifications and preapprovals, as well as conditional approvals.

Topics

KEY WEBINAR TAKEAWAYS:

• A key understanding of the applications (not loans) that are HMDA-reportable
• Common problems with errors and omissions testing
• Understanding whether prequalifications and preapprovals are reportable
• Key data fields issues and ensuring data validity – where problems result

Speaker(s)

Carl Pry, CRCM, CRP

Carl Pry is a senior advisor at Asurity Advisors and the founder of PryHart Compliance Services, Inc. He holds a JD and an MBA from the University of Toledo and a BSBA from Bowling Green State University. He is a seasoned executive with banking law, corporate finance, and regulatory compliance experience in Fortune 500 institutions, regional banks, and industry consulting firms.

Over the last 35 years, Carl has held senior leadership positions at Treliant LLC, KeyBank, Accenture, and the Kirchman Corporation. He is a frequent contributor to and currently serves as co-chair of the Editorial Advisory Board for the ABA Risk and Compliance Magazine. He has served as an instructor at FDIC examiner school and as a back-up instructor at NCUA examiner school. He has authored training programs covering consumer and commercial compliance, audit, quality control, tax, privacy, and risk management, among others.

Fees

Live Webinar - $279

• Unlimited connections for your institution
• Available on desktop, mobile & tablet
• Take-away toolkit
• Presenter’s contact info for questions

On-Demand Webinar - $279

• Unlimited & shareable access starting two business days after live stream
• Available on desktop, mobile & tablet devices 24/7
• Take-away toolkit
• Ability to download webinar video
• Presenter's contact info for questions

Live + On-Demand - $379

Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.

**100% surcharge applied to non-members.

Association Contact