On Site Schools

CUNA Business Lending Certification Institute: Fundamentals

July 21–25, 2008
Madison, WI

Also available December 8–12, 2008

ABOUT THIS EVENT

Presented in partnership with the Executive Education, University of Wisconsin–Madison School of Business, Small Business Development Center, the CUNA Business Lending Certification Institutes help you and your credit union serve the financial needs of your members' small businesses.

The Basics of Business Services
At CUNA Business Lending Certification Institute: Fundamentals you'll gain a general understanding of the components involved in offering business lending services. You'll learn how a business works, what makes a business successful, how to help a business stay on track, and how to identify quality business lending opportunities.

This program will give you the foundation you need to become one of the most trusted financial partners for your member businesses. You'll discover how to use proven tools and techniques to add value to existing business relationships and identify opportunities for new business. CUNA Business Lending Certification Institute: Fundamentals offers in-depth instruction, case studies, and class interaction.

Wondering which business lending program is right for you?
For those with already established business services programs, we offer CUNA Business Lending Certification Institutes: Credit Analysis, Advanced Credit Analysis, Management Strategies. Begin with Fundamentals and progress your way to Management Strategies. Interested participants can also test into Credit Analysis with completion the Credit Analysis Online Entrance Exam.

Earn your certification! Set yourself and your credit union apart by passing an on-site exam and earning certification. Though this certification is not a degree or license, it documents your knowledge and expertise in the business lending arena.

Earn college credit. The American Council on Education's College Credit Recommendation Service has recommended college credit for CUNA's Business Lending Institute: Fundamentals and Credit Analysis. Two semester hours in Management of Financial Institutions in the lower division baccalaureate/associate or upper division baccalaureate degree have been recommended. Contact your advisor to determine if your college or university will accept these credits.

LOCATION

CUNA Business Lending Certification Institute: Fundamentals: July 21–25, 2008

CUNA Business Lending Certification Institute: Credit Analysis: July 21–25, 2008

CUNA Business Lending Certification Institute: Advanced Credit Analysis: July 21–25, 2008

Business Lending Certification Institute: Management Strategies: July 21–25, 2008

FLUNO CENTER FOR EXECUTIVE EDUCATION
601 University Ave
Madison, WI 53715-1035
Phone: (877)773-5866
Fax: (608)441-7124
Room rates: $139 per night for single occupancy; $159 per night for double occupancy*^*
Hotel Reservation Deadline: June 14, 2008

* Room rates and availability cannot be guaranteed. Rooms may be sold out prior to this date, so make your reservations early! Room reservations and fees are the responsibility of the registrant. To claim this room rate, call for reservations and reference "CUNA" or "Credit Union National Association."

For more program content information or to request a brochure call 800-356-9655, ext. 4249, or email elearning@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.

TUITION
Registration Fee, Attendee: $1,895 per person
CUNA Council Members receive a $100 discount

Affiliation with CUNA/League is required for attendance.

WHO SHOULD ATTEND
The CUNA Business Lending Certification Institutes provide comprehensive professional development for credit union staff and managers seeking to acquire credentials in business lending and services.

Fundamentals Institute is generally for branch managers, business development officers, consumer loan officers, and other credit union staff who are part of the business lending process. This program helps you ask the right questions of member business owners and identify quality business lending opportunities.

The class prepares attendees for the Business Lending Certification Institute: Credit Analysis.

TOPICS & OBJECTIVES

PREVIEW THE SCHEDULE

INSTRUCTORS

WHAT PAST ATTENDEES SAY

FREE PUBLICATIONS
Try one of these publications free when you register for this program!

Credit Union Magazine (6 months free!)
Directors Newsletter (6 months free!)

Find out more about these publications

CANCELLATIONS
The last day for cancellations was July 13, 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.

CPE Credits

AIRLINE INFORMATION
United Airlines is the "Official Airline" for the programs. Call United's Specialized Meetings Reservation Center at (800) 521-4041 to make your airline reservations. Please reference ID# 553SF.

SHUTTLE AND AIRPORT INFORMATION
The Fluno Center is located downtown, near the University of Wisconsin campus. It is recommended to take a taxi from the airport, as a shuttle is not provided. The average cost of a taxi is $12-$15.


Download the complete brochure