ABOUT THE WEBINAR
How to review and correct escrow analysis errors 

October 20, 2025 | $249 per attendee

⏲ 3:00 - 4:30 p.m. Eastern

Join Young & Associates in our next webinar to explore the world of escrow accounts. Experienced bankers know that when the customer receives the first escrow analysis, they are confused and befuddled. Unfortunately, that describes many bankers as well.

For instance: You are looking at an escrow analysis that seems to be wrong. Do you know how to review it before you send it to the customer? What happens if you send it and then find out it is wrong, and the escrow account will be over- or underfunded? This webinar addresses these issues and much more.

Whether helping customers or conducting audits, escrow can feel confusing — unless you fully understand the escrow rules. Both subjects will be covered in this webinar, as they are closely related.

Bill Elliott, CRCM, Director of Compliance Education

MEET THE PRESENTER
Bill Elliott, CRCM, Director of Compliance Education

With over 45 years of banking experience, Bill Elliott is a seasoned expert in compliance and regulatory affairs. As a Senior Consultant and the Director of Compliance Education at Young & Associates, he brings extensive expertise gained from roles as a compliance officer and CRA officer in both community and regional banks. Bill's diverse background includes lending across consumer, commercial, and mortgage sectors, as well as managing various banking departments. He leads compliance seminars, conducts reviews, delivers training, and authors articles and materials.

Webinar Details

WHEN?

Date: Monday, Oct. 20, 2025
Time: 3:00 p.m. Eastern
Duration: Approximately 90 minutes


Unable to join the live webinar? Inquire about purchasing the recording. 

WHO SHOULD ATTEND?

This webinar is designed for lenders, processors, loan management, auditors, and staff who deal with escrow accounts on a daily basis, and others who are interested in the topic. 

WHAT IS INCLUDED?

Attendees will gain access to a live, expert-led session offering practical, real-world insights into the world of escrow accounts. You'll also receive comprehensive presentation materials for ongoing reference, a detailed manual and a certificate of completion to demonstrate your proficiency.

What You Will Learn

A basic familiarity with the escrow rule will be assumed by the presenter. This webinar will cover the following learning objectives : 

 
  • Escrow basics – what is required.
  • The initial escrow disclosure and auditing the document.
  • Subsequent disclosures and auditing those documents.
  • What to do when a potential error occurs.
  • Short year statements – when to use them and auditing the documents.
  • How to assist borrowers when they are confused about their escrow account.
Escrow Webinar Email 1 0824

JOIN OUR WEBINAR
Escrow Account Management and Audit

Register here to join us for our upcoming webinar!

Are you registering as a group? Individuals should be registered separately. For assistance with group registrations, please contact Karen Hevesi at khevesi@younginc.com or 330-422-3479.

Hosted by Young & Associates, Inc. 

Young & Associates is a national leader in financial institution consulting, outsourcing, and education. We provide trusted expertise you need to manage risk, stay compliant, and position for growth and profitability. Find out more about Young & Associates.