Consumer Lending School: Advanced
Topics & Objectives

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

Lending in the 21st Century

• Discuss trends in the economy, competition, and product mix
• Learn about the factors that are driving loans
• Explore new strategies and technology

CUs' Top Auto Lending Challenges: Indirect Auto Lending

• Design a successful and sound program and explore strategies to market for success
• Identify the benefits of in-house versus outsourced programs
• Learn how to manage the dealer relationship

Asset-Liability Management for Lenders

• Understand asset-liability management and the CAMEL rating system
• Analyze key credit union ratios
• Investigate the effects of changes in loan pricing

Managing Across the Generations

• Examine the motivations, expectations, priorities, and approaches of the four generations in today's workforce
• Explore efficient management methods for a diverse generational workforce

BREAKOUT SESSION: Consumer Regulations and Compliance

• Understand regulations for consumer loans, including Reg B (ECOA) and Reg Z
• Gain a member-friendly perspective toward compliance
• Explore the latest compliance issues in lending
• Review recent cases involving consumer lending

BREAKOUT SESSION: Employee Loyalty

• Discover how to get employee buy-in for new products and processes
• Develop a team approach that fosters commitment
• Learn how to create a workplace that generates loyal employees

BREAKOUT SESSION: Loan Participation & Your Strategic Plan

• Learn how to use participation loans to grow and increase yield
• Understand the buying and selling network
• Develop policies and procedures to reduce risk

Getting the Most From Open-End Lending

• Discover ways to build loan volume
• Identify traditional ways to use new technology-based open-end lending products

Does Your Credit Card Program Have Moxie?

• Reach the heart of your members with bold marketing programs
• Be disciplined in analyzing your card portfolio
• Create a credit card program that increases profitability

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.