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Mortgage Companies subject to NY State CRA Rule Need to Understand Importance for Assessment Area Delineation

Effective July 7, 2026, mortgage companies that extend at least 200 mortgage originations in NY state are subject to a new regulation that requires them to meet the credit needs of the communities they serve. One of the first...more

The Compliance 911 Show [Audio]

Your 2025 compliance year in review — breaking down CRA, 1071 updates and what’s coming next for risk, regulation, and exams....more

Fair Lending: The REMA Problem Needs to Be Addressed by Bank Regulators

During the Biden presidency the prudential bank regulators and the DOJ began to prosecute cases of alleged redlining much more aggressively than had been historical practice. A key concept in almost all cases was the idea of...more

Important Lessons in OCC Simplified Strategic Plan Proposal for all ISB’s and Large Banks

Even if you don't use the strategic plan option or are examined by FDIC or FRB you should read this - At first glance most bankers would think that the OCC’s proposed simplified CRA strategic plan process would not be of...more

What is Adequate Loan Volume Under the Community Reinvestment Act?

The Community Reinvestment Act mandates that a bank meets the credit needs of the communities which it serves as delineated by its CRA assessment areas. The regulation has a simple test to address that issue. It's called the...more

OCC Proposed Simplified CRA Strategic Plan Process for Community Banks

Does it do the job? On December 17, 2025, the Office of the Comptroller of the Currency (OCC) published proposed new guidance that is intended to streamline the process for a CRA-covered financial institution to obtain...more

The Misunderstood Disparate Impact Concept

One of the headline-leading compliance issues during 2025 has been the Trump Administration’s announcement in Executive Order 14281(“Restoring Equality of Opportunity and Meritocracy”) to “seek to eliminate the use of...more

Electronic Funds Transfers Issues [Audio]

This episode examines common Regulation E compliance failures—especially misapplying the 60-day liability rule and delaying provisional credit during error resolution—and emphasizes that financial institutions need clear...more

When Regulatory Relief is not Regulatory Relief

There’s a lot of things in the world of bureaucratic regulations that don’t appear to make sense and can be downright funny and frustrating at times. For example, when I was in the state senate in Connecticut the Department...more

Overview of the CFPB’s Section 1071 Proposal

The CFPB’s Section 1071 Proposal: Big Reduction in Reporters, Loans and Data Points - Does Drastic Reduction in Reporters and Loans Undermine Purpose? The CFPB’s proposal to modify the Section 1071 Rule offers significant...more

Statistical Significance [Audio]

Statistical significance, using a 5% probability threshold, is a key tool in redlining allegations under the disparate impact theory, measuring the likelihood that a bank's low performance in minority areas occurred by...more

FFIEC Announces Release of 2024 CRA Lending Data

About 83% of CRA “covered” lenders do not report lending under CRA - On November 13, the Federal Bank Regulatory Agencies announced the availability of the 2024 CRA lending activity of 731 lenders who reported data on...more

Do CRA Performance Ratings Indicate a Change in Regulatory Enforcement?

Even before President Trump was sworn into office on January 20, 2025, the banking community and community activists were abuzz about the Trump Administration’s announced intentions to relax regulatory enforcement. ...more

Regulatory Compliance: When Statistical Significance Fails

In October 2021, the then Attorney General, Merrick Garland, announced the Combating Redlining Initiative (“CRI”) Shortly thereafter, federal banking regulators began a record-breaking number of referrals to the Department of...more

Flood remains compliance challenge [Audio]

The podcast highlights how financial institutions continue to struggle with flood insurance compliance due to unclear regulations and inconsistent interpretations, leading to common violations such as coverage errors,...more

Understanding Statistical Significance Analysis for Regulatory Compliance

If you are worried about “redlining” you’d better understand statistical significance - The perennial question facing all banks is, “What volume of lending in Majority-Minority census tracts and mortgages extended to...more

An Open Letter to Democrat Senators Urging Withdrawal of Proposed 2023 CRA Rule Repeal

Dear Senators, I have been a consultant regarding the Community Reinvestment Act since 1994 and have advised hundreds of banks and occasionally a community group about an institution’s CRA responsibilities. I am one of...more

Did the Prudential Bank Regulators and the DOJ Use Questionable Statistical Analysis?

If they did here's one way to handle it - Under the Biden Administration the prudential bank regulators and the Department of Justice initiated a program of aggressive enforcement against redlining by lenders of all types....more

Executive Order 14281: The End of Fair Lending Law Enforcement Through Use of the Disparate Impact Legal Theory? [Audio]

Dean Stockford and Len Suzio welcome Lori Sommerfield of Troutman Pepper Locke LLP to discuss President Trump’s Executive Order 14281, which limits federal use of the disparate impact theory in fair lending enforcement,...more

The Regulatory Compliance Ping Pong Game

Regulatory Compliance has been an ever-evolving process for decades. But at least the changes have been mostly steady and slow. But during the last 15 years the pace of regulatory change has not only accelerated, but it’s...more

The Community Reinvestment Act Big Secret

There’s a very big inconsistency in the Community Reinvestment Act. The current CRA rule was passed in 1995 and requires every FDIC insured bank to meet the credit needs of the communities they serve. All “covered” banks are...more

Wild Times for the Community Reinvestment Act [Audio]

Join top CRA experts Dr. Ken Thomas, Len Suzio and Dean Stockford for a wide ranging discussion on the Community Reinvestment Act....more

Is Regulatory Enforcement Contradicting Trump’s “Deregulation” Executive Order?

The Trump Administration officially has announced it intends to emphasize “deregulation” with a focus of eliminating 10 regulations for every new regulation. Eliminating regulations is one thing, but enforcement is another...more

Top challenges with Compliance Management [Audio]

This episode explores key compliance challenges banks will face in 2025, highlighting regulatory expectations, technological advancements, and strategies for staying ahead. ...more

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