Participant Handbook

APPENDIX Tab A – Recent Strategic Decisions  February 2019: The new certification application launched on February 1, 2019. Development of enhancements will continue through 2019.  April 2019: New credentials were approved by the CSBS Education Foundation Board of Trustees and the Certification Committee: Certified CSBS Instructor, Certified Examinations Trainer, and Certified Training Manager.  May 2019: Four members of the Certification Committee, Marilyn Davis, Marty Lamb, Chuck Martier, and Nelson Cook, were reappointed to the Committee for an additional two-year term.  January 2020: The internal audit review team (IART) held its biennial meeting December 4-6, 2019 in Albuquerque, NM. The IART is charged with reviewing all aspects of the Examiner Certification Program, identifying opportunities for improvement, reviewing corrective actions taken, and other tasks. The IART submitted its report of independent audit to the Certification Committee on January 11, 2020. The Certification Committee will submit a response to the report and prioritize suggested corrective and preventive actions for implementation.  March 2020: A subject matter expert (SME) team of seven state regulators has been assembled to conduct a five-year review of the bank safety and soundness credentials (COE, CCE, CEIC< CSBE, CEM, and CLIE). The team’s goal is to provide a final report to the Certification Committee no later than June 30, 2020.

Page 17

CSBS Examiner Certification Program Participant Handbook (3 rd ed.)