Small Business Data Reporting, Section 1071 Final Rules

April 3 | Columbia | Lending Seminar

 

Overview

On March 30, 2023, the Consumer Financial Protection Bureau published an 888-page final rule to implement Section 1071 of the Dodd-Frank Act. That section amends the Equal Credit Opportunity Act to require financial institutions to collect and report certain data in connection with credit applications made by women- or minority-owned businesses and small businesses.

The session delves into the final rule, how it differs from the proposed requirements and what your institution needs to know to ease the regulatory burden and make the implementation process as smooth as possible.

Topics

  • Understand the scope of Section 1071 and its impact on your institution.
  • Come away with actionable steps for implementing the new rules as efficiently as possible within your institution.
  • Examine the required data fields and find out how to begin collecting them.
  • Identify additional resources that may be required to achieve compliance, including budgeting, staffing, tools and training.
  • Gain strategies for conducting Section 1071 Gap Analysis.
  • Learn how to communicate the impact of Section 1071 on the institution to the board, senior management and commercial lending teams.
  • Find out how to establish a proactive plan to acclimate employees and customers to changes in the lending process.
  • Come away with a detailed manual that can serve as a handbook long after you’ve completed the webinar. 

Continuing Education

This seminar has been submitted for American Bankers Association (ABA) Professional Certifications and continuing professional education on the National Registry (CPE).

Dietary Restrictions and Disabilities

If you have any dietary restrictions or any disabilities that require special assistance, contact MBA at 573-636-8151 and explain how we may best accommodate your needs.

For More Information

Contact the MBA Education Department at 573-636-8151 or email

Image Use Policy

Registration or participation by an individual in attending Missouri Bankers Association events and activities constitutes an agreement by the attendee to the MBA’s use and distribution, both current and future, of the attendee’s name, image or voice in print, media, social media, photographs, videotapes, electronic reproductions, and audiotapes of, or reporting, such events, and activities and promoting MBA activities, services and programs. Attendees waive any right to inspect or approve the finished materials and MBA communications and publications and agree that all such images, pictures, video or audio recordings, and any reproduction thereof, shall remain the property of the MBA to use at its discretion. Consent is binding, perpetual and may not be revoked.

Who Should Attend

This seminar is designed for anyone who needs a better understanding of Section 1071’s final rule. It may be particularly beneficial for compliance officers, as well as those working in commercial lending, compliance, training, loan services, auditing and senior management. 

Three Ways to Register

register icon    Online             
phone icon    Phone 573-636-8151 
mail icon    Mail check payable to Missouri Bankers Association and form to:
Missouri Bankers Association
P.O. Box 57
Jefferson City, MO 65102

Registration Fees

  • MBA Member Fees
    • First Registrant -- $295
    • Additional Registrants -- $250 per person
  • Nonmember Fee -- $1,080 per person

The program fees include training materials, breakfast, lunch, reception and refreshments. The cost of meals included in this registration fee for this seminar is $32. This information is provided for your bank’s tax records, in keeping with the IRS 50% deductible provisions under Section 274(n) of the Internal Revenue Code.

Cancellation/Refunds

Full refunds will be granted for cancellations received by MBA at least 10 days before the seminar date. After that date, an administrative fee of $10 per canceled registration will be retained. Cancellations will not be accepted five days before the seminar. Substitutions are always permitted. 

Schedule

8:30 a.m. Registration
9 a.m. Seminar Begins
Noon Lunch (provided)
1 p.m. Seminar Resumes 
4 p.m. Adjournment