Relationship Building: Institutions and Examiners

One of the most important business relationships your financial institution has is your relationship with examination staff from state and federal agencies, including the OCC, FDIC, Federal Reserve, and NCUA. A well-managed relationship needs tending even outside the exam window and should be nurtured by both sides on an ongoing basis. During this webinar, learn how to cultivate a collaborative relationship and effectively communicate with examiners.

Watch to learn:

  • Utilizing examiners as subject matter experts
  • Requesting examiner input and buy-in when making material business decisions
  • Addressing previously documented criticisms or recommendations
  • Knowing your escalation paths within the agencies

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