Business Lending: Key Points for Policy & Procedures
ARCHIVE OPTION AVAILABLE
Can't attend at this time? Click here for the archived version.
June 24, 2008
2:00–3:30 p.m. Central Time
(3:00–4:30 p.m. EDT, 1:00–2:30 p.m. MDT, 12:00–1:30 p.m. PDT — Confirm the relative time in your area by visiting www.time.gov)
Tuition: $219 for the live webinar (includes live and 6 months access to the archive)
ABOUT THIS WEBINAR
Establishing a solid set of policies and procedures is the first step in instituting member business lending at your credit union. Whether you originate your own member busines lender's or use a CUSO, having policies and procedures will set the ground work for successful management of your member business lending portfolio.
WHO SHOULD ATTEND
This webinar is beneficial for senior management and all board members to understand and be involved with the creation and implementation of the policies and procedures that will guide member business lending. In addition a strong understanding by frontline staff helps assure compliance with internal requirements.
Affiliation with CUNA/League is required for attendance.
INSTRUCTORS
Dana P. Sumner
Dana has more than 20 years experience as a commercial lender, working for some of the largest financial institutions in the country. In 2002, Dana and Vin DiCara started Development Finance Training and Consulting Inc. to offer commercial loan training nationally. He has trained thousands of lenders across the country in the areas of portfolio management, credit analysis, loan underwriting, problem loan resolution, documentation, financial analysis, and entrepreneurial assistance. Dana has provided programs for the Credit Union National Association, Small Business Administration, National Association of Development Organizations, Rural Development, USDA., New England College of Finance, and numerous financial institutions.
WEBINAR OVERVIEW
CUNA Webinars enable staff to pick up new skills and keep up with daily responsibilities. Just like in face-to-face classes, students see and hear a presentation, ask questions of the instructor, and refer to handouts. You need only a speakerphone and computer with Internet connection. And if you have a computer projection screen, it's easy to provide this training to a whole roomful of staff!
Use our webinars as part of a full day of training. Gain knowledge and ideas at the webinar, then spend some time discussing how the new information applies to your credit union.
CUNA Webinars use WebEx to provide an interactive and convenient online learning environment. Whether you are a first time WebEx user, or simply need a refresher, take a short tour of WebEx to help you get the most from CUNA Webinars. You'll learn how to effectively interact with the presenter and your peers during live webinars.
CANCELLATIONS
The last day for cancellations was June 16, 2008. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.
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100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we’ll provide you a full tuition refund or credit.
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