CRA LOAN REGISTER: DATA INTEGRITY AND COMPLIANCE (SWCRR)

Date recorded: December 8, 2025
Presented by: Mark Burnside, CRCM, Director, Forvis Mazars, LLP and Brian Waters, President, Chief Operating Officer & Co-Founder

This ninety-minute webinar provides a focused overview of the CRA Loan Register, emphasizing data integrity, regulatory requirements, and accurate reporting. Designed for CRA officers and compliance professionals, the session covers key data elements, common reporting challenges, and best practices for maintaining clean, compliant loan data. Attendees will leave with actionable strategies to improve data quality and support successful CRA performance evaluations.

Key Learning Objectives:

1. Clarify CRA Loan Register Requirements
   Understand which loans are reportable and the required data fields for CRA compliance.
2. Strengthen Data Integrity
   Learn how to identify and correct common data errors before submission.
3. Improve Internal Controls
   Explore methods for validating data and maintaining documentation for CRA credit eligibility.

FORMAT/INSTRUCTIONAL METHOD: GROUP INTERNET BASED

An online presentation and any additional supplemental materials, as applicable, will serve as the basis of the presentation. You will have the option to stream the audio through your computer or dial-in using a telephone number/PIN. 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.