Overview

A ninety-minute webinar that will cover HMDA requirements as they relate to business loans.

Financial institutions often struggle with Home Mortgage Disclosure Act (HMDA) requirements for business loans. This webinar will discuss the HMDA requirements as they relate to business or commercial loans. We will discuss which transactions are subject to HMDA reporting, and which data points are relevant and not relevant (sometimes not applicable) to business loans, including the possibility of partial exemptions.

Here is What You Will Learn

  • Transactional coverage
    • Definition of dwelling
    • Importance of understanding home purchase, home improvement, refinance
    • Potential reporting of lines of credit
  • Business loans under each data point
    • Primary focus on those data points especially relevant, which ones will not apply
    • Partial exemptions

Format/Instructional Method: Group Internet Based
An online presentation and any additional supplemental materials, as applicable, will serve as the basis of the presentation. Ample time will be dedicated to taking questions from attendees. Be sure to submit your questions during the webinar, as we are unable to offer telephone or email support after the presentation.

Who Should Attend

This webinar is designed for all HMDA reporters (depository and non-depository institutions). Appropriate staff to attend would include loan officers (particularly commercial loan officers), compliance officers, loan processors, loan administration, loan review, and internal audit personnel.

Registration Fees

Attendees

  • $335 – Attend the Live Webinar
  • $435 – Attend the Live Webinar and Purchase One On-Demand License
  • $835 – Attend the Live Webinar and Purchase Five On-Demand Licenses
  • $335 – Purchase One On-Demand License
  • $735 – Purchase Five On-Demand Licenses

Each Additional Live Webinar Attendees: $295

Registration Policy: ProBank Education Services permits one participant per paid registration to access the program via a single internet connection at one physical location. Additional registrations are available at a discounted rate and may be registered online, by mail, or phone. Group viewings are not permitted. All unregistered participants will be invoiced. Please note we reserve the right to change speakers or reschedule/cancel seminars when necessary. 

On-Demand Purchase: When you purchase an on-demand webinar, you’ll receive secure login credentials to stream the recorded session and download accompanying materials from a separate email from no-reply-educationservices@us.forvismazars.com within 5-7 business days after the live webinar takes place. You’ll have 180 days to access the training at your own pace—making it easy to integrate professional development into your busy schedule.

When

Where

Questions?

October 27, 2026

  • 2:00 PM – 3:30 PM ET
  • 1:00 PM – 2:30 PM CT
  • 12:00 PM – 1:30 PM MT
  • 11:00 AM – 12:30 PM PT

Online

Contact registrareducationservices@us.forvismazars.com

800-523-4778 option 1

CE Information

A certificate of completion is available for each registrant. To obtain your certificate you must participate in the full duration of the program and enter all codewords given at random times. These items are required to receive your certificate. Please note each person must be a registered attendee to be eligible for credit.

CE Credits*

  • 1.8 CPE
  • 2.0 CRCM

Program Level

Basic

 

 

Prerequisite

Basic Knowledge of HMDA Regulations

Delivery Method

Group Internet Based

Field of Study

Specialized Knowledge

Advanced Preparation

None

*ProBank Education Services seminars and webinars are approved by the National Association of State Boards of Accountancy (NASBA) for Continuing Professional Education (CPE) credit, and certain topics may be eligible for Certified Regulatory Compliance Manager (CRCM) and other ABA designations through the ABA Professional Certifications process.

ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. Certain programs have been approved for certification credits, such as the CRCM certification. This statement is not an endorsement of these programs or its sponsor. Certification holders must report these credits at aba.csod.com.

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at registrareducationservices@us.forvismazars.com.

ProBank Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through the web site: www.nasbaregistry.org.