CUNA Business Lending Certification Institute: Fundamentals
Instructors

Instructors

  Tom Carlin

Tom has worked with major banks over the last 15 years, designing and teaching credit-related topics including financial statement analysis, cash flow analysis, loan structuring, and trade finance. Tom has designed programs in credit analysis for Citibank, Chase Manhatten Bank, The Bank of New York, Egyptian American Bank, and The Bank of China. He has also worked through the Agency for International Development in Moscow teaching trade finance to Russian banks.

Prior to establishing The Financial Training Group, Tom was a regional director for Omega Performance Corporation and a vice president with Bankers Trust in New York. He also worked for First Pennsylvania Bank in Philadelphia, where he managed a $50 million loan portfolio and his responsibilities included preparing country reviews, emphasizing the political and economic information which impacted investment decisions, preparing and analyzing credit facilities, and working with the syndications unit to evaluate deals and present recommendations to senior management.

Tom is the author of Analyzing Financial Statements and A Guide to Consumer Lending.

  David Dunn

David is the president & COO for Impel Consulting Group. Impel consulting group is a CUSO who's mission it is to provide consulting services to credit unions looking to start or improve their member business services. David has been working with credit unions for the last seven years, helping them launch member business services. David previously created CU BizSource, a credit union underwriting CUSO now owned by CUNA Mutual Group.

Prior to developing Impel Consulting Group, David worked in commercial banking in several capacities, including both branch management and commercial lending. David used his experience in commercial lending to spearhead the creation of Impel Consulting Group.

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.