Ann-Marie Lefebvre is a
training and technology specialist with Wolters Kluwer Financial Services’
Consulting Services team. For the past five years, Lefebvre has leveraged her
industry experience and strong understanding of Community Reinvestment Act
(CRA) requirements to create customized training programs for customers.
Lefebvre specializes in training end users on the industry-leading software,
CRA Wiz, focusing on rapid adoption
rates and maximizing the value of the technology.
Lefebvre understands how
regulators use technology to evaluate compliance and has worked with hundreds
of customers pre-exam to prepare the requisite data, and post-exam to refine
processes and resolve data integrity issues. Her goals for each engagement are
to promote best practices, to eliminate the introduction of errors resulting
from unfamiliarity with regulations or misuse of technology solutions, and to
position the customer for strong examination results.
Prior to joining Wolters
Kluwer Financial Services, Lefebvre served for seven years as a Community
Development Strategy Analyst with a large bank in New England. In this
position, she played an integral role in setting goals for her institution’s
CRA compliance program. She worked vigilantly to ensure complete and accurate
data was collected in a timely manner, prepared performance context data and
risk assessments in advance of regulatory exams, and regularly monitored
compliance with CRA requirements and her institution’s progress toward goals.
Lefebvre received a B.S.
in Business Administration with a concentration in Finance from Bryant
University in Rhode Island.