AL.11.CR Audit Link Concentration Risk

Special Events Training

Summary

Credit unions are required to manage concentration risk and defend their capital position related to segmentation in areas such as Real Estate Loans, Commercial Loans, Investment Portfolios, and Unsecured Lines of Credit. Audit Link wants you to be prepared and offers the Concentration Risk Model as one tool for your compliance toolbox.

Objectives

Review the NCUA Letter 10-CU-03, learn how CU*BASE is used to assist in evaluating concentration risk in the affected segments of your credit union's portfolio, understand the evaluation process of monitoring critical data on a quarterly basis.

Course Schedule

Future times and dates are to be determined.