JOIN US FOR BANKERSONLINE'S
LENDING
COMPLIANCE
TRIAGE
NOVEMBER 4-5, 2026 | VIRTUAL CONFERENCE
2025's conference was approved for 12 CRCM, CERP, 1 CAFP, CFMP credits from the ABA.
Where Compliance Officers take their Lending Compliance Programs to the next level
The BankersOnline Lending Compliance Triage returns for its 18th year this November — sharper, more practical, and built around what’s actually on your plate.
This isn’t your typical compliance conference. It’s a hands-on workshop packed with action-oriented sessions built to give your team:
- Practical tools for adverse action notices, TRID, flood insurance, and other high-stakes lending disclosures
- Better data across HMDA, fair lending (including 1071), and CRA — plus the latest on model risk and governance
- A direct line to regulators, with insights straight from a former senior federal policy advisor
- Coverage across the full loan lifecycle, from risk assessments and military lending to mortgage servicing, collections, and foreclosures
We’re proud to deliver information-packed sessions from nationally recognized speakers, CRCM continuing education credit, and a live panel Q&A wrap-up each day — everything your team needs to manage and improve your institution’s lending compliance program.
Information Packed Sessions | Nationally Recognized Speakers | CE Credits | ZERO Travel
Paid registrations include on-demand access to all conference content following the event.
CAN'T MISS INDUSTRY INSIGHTS
TOP REASONS TO ATTEND
Navigate Evolving Regulations with Confidence
- Consumer Lending Hot Topics: Get a fast, practical read on the trends and rule changes reshaping consumer lending right now
- Fair Lending, HMDA & CRA Learn how to build stronger, more defensible data across HMDA, fair lending (including 1071), and CRA.
- TRID Revisited Tackle the TRID pitfalls that still trip up even experienced teams.
Strengthen Risk Management & Examiner Readiness
- Adverse Action Essentials: Make sure your notices hold up to examiner and legal scrutiny.
- Risk Assessments Without the Headache: Build lending risk assessments that are thorough, defensible, and actually usable.
- Flood Rules & Requirements: Avoid the flood insurance violations that catch even seasoned compliance teams off guard.
Harness Innovation & Compliance Synergy
- Regulatory Insights & Priorities: Hear directly from a former senior federal policy advisor on where regulators are headed next.
- Model Risk & Governance: Strengthen oversight as AI and predictive models take on a bigger role in lending decisions.
- Servicing, Collections & Military Lending: Master SCRA/MLA distinctions, avoid mortgage servicing landmines, and navigate collections and foreclosure requirements with confidence.
Conference Agenda
DAY ONE:
NOVEMBER 4, 2026
Consumer Lending Trends & Hot Topics
10:00 - 10:50 am ET | Carl Pry
Consumer Lending Trends & Hot Topics 10:00 - 10:50 am ET | Carl Pry
Full session details coming soon!
Adverse Action Notice Essentials
11:00 - 11:50 am ET | Rebekah Leonard
Adverse Action Notice Essentials 11:00 - 11:50 am ET | Rebekah Leonard
Full session details coming soon!
Building Better Data Across HMDA, Fair Lending (including 1071) and CRA
12:00 - 12:50 pm ET | Lynn Woolsey
Building Better Data Across HMDA, Fair Lending (including 1071) and CRA 12:00 - 12:50 pm ET | Lynn Woolsey
Full session details coming soon!
Lunch Break
12:50 - 2:00 pm ET
12:50 - 2:00 pm ET
Enjoy your break! The conference resumes at 2:00 pm.
TRID Revisited
2:00 2:50 pm ET | Kimberly Boatwright & Jocelyn Lubach
TRID Revisited 2:00 2:50 pm ET | Kimberly Boatwright & Jocelyn Lubach
Full session details coming soon!
Flood Rules & Requirements
3:00 - 3:50 pm ET | Carl Pry
Flood Rules & Requirements 3:00 - 3:50 pm ET | Carl Pry
Full session details coming soon!
Lending Risk Assessments Without the Headache
4:00 - 4:50 pm ET | Kimberly Boatwright
Lending Risk Assessments Without the Headache 4:00 - 4:50 pm ET | Kimberly Boatwright
Full session details coming soon!
Live Question & Answer Session
5:00 - 6:00 pm ET
5:00 - 6:00 pm ET
We close out the day with an exciting live q&a session with all of day one’s speakers.
DAY TWO:
NOVEMBER 5, 2026
The State of CRA & Fair Lending
10:00 - 10:50 am ET | Kimberly Boatwright
The State of CRA & Fair Lending 10:00 - 10:50 am ET | Kimberly Boatwright
Full session details coming soon!
Military Lending Compliance: SCRA & MLA
11:00 - 11:50 am ET | Rebekah Leonard
Military Lending Compliance: SCRA & MLA 11:00 - 11:50 am ET | Rebekah Leonard
Full session details coming soon!
Model Risk & Governance
12:00 - 12:50 pm ET | Lynn Woolsey
Model Risk & Governance12:00 - 12:50 pm ET | Lynn Woolsey
Full session details coming soon!
Lunch Break
12:50 - 2:00 pm ET
12:50 - 2:00 pm ET
Enjoy your break! The conference resumes at 2:00 pm.
Regulatory Insights & Priorities
2:00 2:50 pm ET | Donna Murphy
Regulatory Insights & Priorities 2:00 2:50 pm ET | Donna Murphy
Full session details coming soon!
Mortgage Servicing Landmines
4:00 - 4:50 pm ET | Rebekah Leonard
Mortgage Servicing Landmines 4:00 - 4:50 pm ET | Rebekah Leonard
Full session details coming soon!
Collections, Foreclosures & Repos
3:00 - 3:50 pm ET | Carl Pry
Collections, Foreclosures & Repos 3:00 - 3:50 pm ET | Carl Pry
Full session details coming soon!
Live Question & Answer Session
5:00 - 6:00 pm ET
5:00 - 6:00 pm ET
We close out the day with an exciting live q&a session with all of day one’s speakers.
2026 SPEAKING FACULTY

Kimberly Boatwright, CRCM CAMS FLE
Director of Compliance & Risk | Compliance Resource

Carl Pry, CRCM CRP JD MBA
Senior Advisor | Asurity Advisors

Donna Murphy
Senior Policy Advisor | Klaros Group

Rebekah Leonard, CRCM
VP Director of Compliance | Stockman Bank

Lynn Woolsey
Managing Director | Asurity Partners

Barbara Boccia, CRCM MBA JD
Senior Compliance & Risk Consultant
REGISTRATION RATES
SINGLE TICKET PRICE
2026's event is priced so you can bring your entire team and maximize its impact.
Additional Attendees only $150 each!
Take advantage of Early Bird Pricing! Use code EB2026 for $200 off. *expires July 31, 2026
CONFERENCE BUNDLE PRICE
Looking to strengthen both your lending and deposit compliance programs?
We are proud to host not only The Lending Compliance Triage, but also the Deposit Ops & Payments Triage, taking place in September.
Register for both events and receive $450 off your combined registration!