Appraisal Management Basics for Bankers


Regulations, including those for appraisals, are always evolving. In this WiBinar, learn about basic appraisal management requirements, when an appraisal is required, and regulatory expectations. Particular focus will be placed on recent changes to appraisal requirements, including when evaluations can be used in lieu of an appraisal, requirements for appraiser selections, and critical components of a proper appraisal. The session will also focus on best practices for program management.

To request playback, email Montana Townsend at

Learning Objectives

  • Discuss the basics of appraisal management and oversight
  • Identify critical components required for every appraisal or evaluation
  • Explore recent regulatory developments in appraisal management
  • Review appraisal management best practices


Dan Huston
Managing Member
D.L. Huston, LLC

Dan’s professional career, spanning four decades, has focused on assisting clients in identifying and resolving operational, risk management, and compliance issues. Dan’s expertise focuses on providing clients with guidance in designing effective and efficient procedures and controls to implement new and changing regulatory guidance; implementing corrective action in response to directives from federal and state oversight agencies; and designing and executing testing to evaluate the effectiveness of implemented solutions and controls. Dan’s experience includes 19 years supervising operational and lending functions at a large regional financial institution and 16 years with a regional public accounting firm, which included nine years as the partner responsible for the firm’s internal audit and regulatory practice for financial institutions. His experience includes having worked with over 200 banks, credit unions, and trust companies. Dan is the managing member of D.L. Huston, LLC, and lives in Portland, Oregon.

WiBinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every WiBinar

This WiBinar is ideal for

Loan Officer, Junior Loan Officer, Credit Analyst, Loan Review Officer, Credit Administration Supervisor