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HMDA Auditing #1: Core Principles

Aired: Thursday, November 29, 2018

2.5 CRCM

Auditing HMDA data for compliance can be an intimidating job.

Patti Joyner Blenden discusses the core principles of HMDA along with tips and tricks to strengthen your HMDA auditing program in this recorded webinar; the first of a three-part series.

Discussion Highlights:

  • Maximize your understanding of the relationship between various data elements by dwelling category, originated loans versus loan applications not originated, or consumer loans versus commercial loans, and other important data relationships.
  • Delve into the HMDA purposes and property types, including mixed purpose properties and applicant-related data elements.
  • Examine the issues surrounding preapprovals versus prequalifications and how to document your institution's approach.
  • Receive audit techniques and tips to ensure your applicant demographic information is accurately and properly reported.

Get step-by-step guidelines for developing and conducting an overall HMDA audit plan in this three-part series. Register for multiple briefings and save. Recordings are available. 

You will receive checklists, matrices and other useful tools to enhance your auditing procedures and help you make sense of the new HMDA requirements.


  • Patti Joyner Blenden, CRCM, Founder and President, Financial Solutions



 Continuing Education Credits


ABA Professional Certifications has approved this program for 2.5 CRCM continuing education credits for the live program and the recording.

CPE logoRecordings are not eligible for CPE credits. 

American Bankers Association 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 its website:

​Questions? Please contact Linda Shepard / Cari Hearn for more information.

 Pricing & Purchasing


Straming Online Recording
ABA Member • $265
Non-Member • $395



  • Compliance Officers
  • Compliance Managers
  • Compliance Professionals
  • Chief Risk Managers
  • Risk Management Professionals
  • Chief Auditors
  • Audit Professionals
  • In-house Counsel
  • Senior Bank Managers
  • CRCMs, CPAs

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