The Rocky Mountain Chapter invites you to the exclusive discussion by Terri Barger related to the OCC’s recent guidance on managing refinance risk, as communicated in the OCC Bulletin 2024-29 (October 3, 2024). This session will cover the following topics:
· drivers of refinance risk in commercial loan transactions and the impact of competitive pressures on loan structures
· key takeaways or observations by the OCC regarding the level of refinance risk at midsize and community banks
· criteria for determining when refinance risk may warrant a change in a loans’ risk rating
· stress testing expectations at both transaction and portfolio levels
· best practices and examples of effective reporting metrics to monitor refinance risk levels
· best practices for measuring and monitoring the volume of modified or restructured loans
The event will be streamed live via the Zoom platform for all registered participants. This webinar qualifies for 1.20 CRC Continuing Education Units. Reserve your spot today!
*Registration deadline is EOD January 20, 2025
Speaker
Terri Barger is the Technical Expert for Commercial Credit in Bank Supervision Policy at the Office of the Comptroller of the Currency. She has been with the OCC for over 17 years and was an examiner in both Midsize and Community Bank Supervision and Large Bank Supervision before joining the Credit Risk Policy team in 2019. She has a passion for developing others and has served as a formal classroom instructor, mentor, and training team leader.
Cancellation and Refund Policy: You may request to cancel your ticket for a full refund, up to 72 hours before the date and time of the event. Cancellation requests made within 72 hours of the event date/time will not be refunded. When you register for this program, you agree to these terms.
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