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Dates

Tuesday, March 10, 2026 - Monday, March 30, 2026

Time

9:00 AM - 3:00 PM EDT

Early Bird Discount Deadline

Tuesday, March 10, 2026

Location

2026 HMDA Virtual Workshop Event Image

Program Overview

The Home Mortgage Disclosure Act (HMDA) filing season is over. Do you know what you missed? Do you know what you can do better? 

Mass Bankers and Performance Solutions Inc. present this 2-day VIRTUAL workshop on the HMDA reporting requirements. This program is designed to help Compliance and Lending staff better understand the coverage, collection, and submission requirements. Participants will also explore common "pain points" and how to avoid them through case studies and "real world" situations. 

What You Will Learn

  • Whom and What Types of Loans HMDA applies,
  • Categories of reporting,
  • Coverage rules common questions,
  • Tips for data collection and validation,
  • How to handle HELOCs,
  • Requirements for commercial loans secured by a dwelling,
  • Rules for temporary financing,
  • Rules for refinancing,
  • Pre-approvals vs. pre-qualifications, and
  • Reporting requirements. 

Dates & Time

March 10 & March 30

8:50 AM Zoom Login | 9:00 AM Program Start | 3:00PM Webinar Ends

Who Should Attend?

Compliance Staff, Lending Staff, Loan Operations, Loan Officers

Continuing Education

10 Professional CE Credits

ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. The 2026 HMDA Virtual Workshop has been approved for 10 credits. This statement is not an endorsement of this program or its sponsor. Certification holders must report these credits at aba.csod.com.

Express Grant

The course ID for the 2026 HMDA Workshop is C-12703. Banks with 50 or fewer employees can be reimbursed 100 percent for the program's cost. For more information on the Commonwealth Corporation's Workforce Training Fund Program, please visit their website. If you need assistance with the Express Grant, please contact the Commonwealth Corporation directly. 


Questions? Check out our FAQs or contact registrations@massbankers.org 
 


Registration Fees

Nonmember Registration
Early Standard Late
$1390.00
Single Member Virtual Registration
Early Standard Late
$695.00
Hotel/Meal Package

Agenda

Speakers

NameOrganizationSpeaking At
Dianne Barton
<p>Dianne Barton is Founder &amp; President of Performance Solutions, Inc. (PSI), a banking training and consulting firm she established in 1982. Over more than four decades, PSI has provided a wide range of “real-world” solutions in strengthening performance, leadership, and regulatory adherence to banks and banking associations.</p><p>As regulatory expectations intensified, PSI intentionally narrowed its focus. In 2023, PSI formed an Alliance Partnership with Christie Drexler of Drexler Consulting to provide PSI training in Leadership, Retail Operations, and Lending — ensuring these foundational areas continue to be served while PSI maintains its primary emphasis on regulatory and compliance.</p><p>Today, the firm focuses exclusively on regulatory and compliance training and consulting, helping financial institutions meet regulatory requirements with clarity, discipline, and practical application in an ever-changing environment.</p><p>Before founding PSI, Dianne built her experience as a banker, third-party provider, trainer, and consultant — the perspective that continues to shape her practical understanding of how regulatory expectations intersect with day-to-day banking operations. With a foundation in Adult Education, Dianne approaches regulatory training with a focus on clarity, application, and real-world understanding.</p><p>Under her leadership, PSI was among the first bank training firms to successfully pioneer live virtual programming during the pandemic, ensuring uninterrupted regulatory education during a period of rapid change.</p><p>With over 40+ years of banking experience, Dianne is widely recognized for delivering “real world solutions” that connect regulatory requirements to everyday operations. She is a dedicated advocate for mentoring and actively paying it forward, committed to transforming compliance beyond the regulations into “real-world” understanding that strengthens both professionals and banking institutions.<br>&nbsp;</p>
Performance Solutions, Inc.  -
Kristin Harville
<p>Facilitator: Kristin Harville, JM, CRCM, CAFP, CFCI, CBAP</p><p>Kristin is the Senior Vice President and Chief Operations Officer at Performance Solutions, Inc., where she is dedicated to helping financial institutions build strong, sustainable compliance cultures that go beyond simply “checking the box.”</p><p>A seasoned compliance professional with an extensive background as a banker, examiner, and consultant, Kristin brings a real-world perspective that connects regulatory requirements to everyday operations. She believes that true compliance begins with understanding the “why” behind each regulation — connecting purpose to practice. Empowering professionals to see compliance not as a burden, but as a tool for strengthening organizational integrity and performance.</p><p>Before joining Performance Solutions, Inc. (PSI), Kristin led the compliance team for a $2.7 billion financial institution, overseeing key areas including BSA, Compliance Management Systems, Internal Audit, Technology Implementation, and Enterprise Risk Management. Her leadership focused on aligning compliance strategy with operational success and business growth.</p><p>Kristin holds a Juris Master’s Degree in Law with a concentration in Financial Regulation, along with multiple professional certifications, including:<br>•&nbsp;&nbsp;&nbsp;&nbsp;Certified Regulatory Vendor Program Manager<br>•&nbsp;&nbsp;&nbsp;&nbsp;Certified AML and Fraud Professional (CAFP)<br>•&nbsp;&nbsp;&nbsp;&nbsp;Certified Regulatory Compliance Manager (CRCM)<br>•&nbsp;&nbsp;&nbsp;&nbsp;Certified Bank Secrecy Act Professional<br>•&nbsp;&nbsp;&nbsp;&nbsp;Banking Certificate – Barret School of Banking</p><p>Known for her engaging and approachable teaching style, Kristin makes compliance relatable and relevant, helping professionals understand not just what to do, but why it matters.<br>&nbsp;</p>
Performance Solutions, Inc.  -

Sponsors

Continuing Education

Hotel

Packages

103149