Business Lending & Services Conference
Topics & Objectives

Please note that the Topics/Objectives listed below are subject to change.

The Intrigue of Delivering Business Services Lending

• Review the current business services market and products
• Explore whether delivering member business services is right for your credit union
• Analyzing your market and your credit union's goals and mission

Creating Your Own Program With In-House Resources

• Learn how to hire the right person
• Create a business lending structure
• Examine the system issues for lending and deposit services

What Do Businesses Want from Financial Institutions?

• Explore how your credit union can meet the business owner's needs
• Discover how to maintain business relationships
• Understand how operating cycles affect financial needs

Vendor Presentations

• Discover the role of technology in the business lending process
• Find solutions to your operational issues by getting your questions answered

Is Joining a Business Services CUSO Right for Your Credit Union?

• Examine how the CUSO model works
• Hear why other credit unions have joined CUSOs
• Examine the pros and cons to the CUSO approach

Developing a Business Services Program That Works for Your Credit Union

• Explore a variety of products and services that might work for your credit union
• Learn how to create a member business culture
• Examine the top 100 banks in business lending and learn from your best competitors

Building Your Credit Union's Business Plan

• Use your plan to explain the strengths and weaknesses of your credit union’s capacity to offer member business loans and services
• Discuss the components of the plan and learn why creating one has value
• Review business plans from other credit unions
• Learn how to present the plan to the board, management, and all credit union employees

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.