Loan Participation Education Session

January 14, 2014 @ 9:30 am – 3:00 pm
Ashlar Village
Ashlar Village
Wallingford, CT 06492
Sue O'Loughlin
Loan Participation Education Session  @ Ashlar Village  | Wallingford | Connecticut | United States

Please register for this session by:

Fax form to:  (203) 294-4882

Registration form

Strategic Loan Participations: The Good, the Bad and maybe the Ugly

Loan participations will be a hot topic in 2014.  Total Loan participation balances increased over 30%.  There are great benefits to selling credit unions as well a purchasing credit unions.  However, NCUA has issued strict regulations on loan participations.  The regulations encompass everything from due diligence requirements to servicing and of course, everything in between.  This key and timely program will provide and cover the following:

  • An overview of loan participations;
  • Address the benefits and the risks;
  • Provide a comprehensive review of regulations;
  • Checklists;
  • Best practices; and
  • Extensive handouts including sample contracts.

After lunch, Patricia Ouellette from NCUA will be speaking on NCUA’s revised Participation Rule and what examiners will be looking for during the exam.


 E. Andrew Keeney

Kaufman & Canoles

This half day program will be presented by a nationallyrecognized credit union attorney, Andy Keeney.  Andy is co-chair of the Kaufman & Canoles national credit union team and currently serves as the General Counsel for numerous credit unions.  He is a top speaker at industry events and regularly receives rave reviews.  Mr. Keeney has represented credit unions for over 35 years.  His practice includes all aspects of credit union representation.


Patricia Ouellette

NCUA, Principal Examiner

Patricia is formerly a Regional Lending Specialist, who recently returned to the field examiner ranks as a Principal Examiner in Springfield, MA.  Prior to joining NCUA, Tricia worked in various capacities in the Massachusetts Department of Banking.