CPDOnline


Schools & Conferences


Self-Study Certificate Programs


Seminars in a Box


Training on Demand


Webinars & eSchools


Creating Member Loyalty


Audio Conferences


Books & Videos


All Training Events Calendar


Training Home


Log In

 

CPDOnline


Webinars & eSchools


Archived Programs

 

Training and Development Resources

 

HR & Trainers Corner


CU Magazine & Newsletters


Compensation Resources & HR Services


CUNA Councils





Government Affairs Conference 2010


The 1 2010


Legislative Affairs Political Affairs Compliance Regulatory Advocacy
Training Products & Services Research & Statistics Strategic Services Consumer Information

 2008 Seminars

Consumer Lending Foundations: Service-Based Selling & Identity Theft Fraud

May 6, 2008
San Francisco, CA
8:00 a.m. – 4:00 p.m. Local Time
Tuition: $375
 
SEMINAR OVERVIEW

Learn what it takes to be the first choice lender!
Statistics show the rate of loan growth in credit unions is slowing. So now there’s greater competition for members’ business and more pressure on your bottom line. Gain the skills you need to strategize, develop, and implement a competitive and comprehensive lending program. Establish your credit union as your members’ primary financial institution by offering members what they need, when they need it.

This seminar is part of the CUNA Consumer Lending School: Foundations. Click here for additional seminars on this topic.



TOPICS & OBJECTIVES

Service-Based Selling

  • Boost your loan-to-share ratio by selling off the credit bureau reports
  • Plan for successful member interactions
  • Uncover benefits to meet member needs
  • Find out how to increase your loan volume by 30%;

Identity Theft & Fraud

  • Learn how to protect yourself, your members, and your credit union
  • Be aware of common identity fraud techniques
  • Understand how identity fraud affects your lending process

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.

Affiliation with CUNA/League is required for attendance.
LOCATION
HYATT AT FISHERMAN'S WHARF
555 N Point St
San Francisco, CA 94133-1311
Phone: (800)233-1234
Fax: (415)486-4424
Room rates: $189 per night for single or double occupancy**
Hotel Reservation Deadline: April 4, 2008
* Room rates and availability cannot be guaranteed. Rooms may be sold out prior to this date, so make your hotel reservations early! Room reservations and fees are the responsibility of the registrant.

LODGING DETAIL
At the Hyatt at Fisherman's Wharf, you're steps away from the historic waterfront, spectacular scenery, and unique shopping. Click here to make your reservation online!
 
INSTRUCTORS
Jeff McGuire, CCUE
Take several parts humor, motivation and education, mix in some patriotic zeal, and you have just participated in a credit union seminar given by Jeff McGuire. Whether the topic is geared toward credit union staff, management or volunteers, Jeff has the ability to present the information in a manner that is both educational and entertaining. Jeff speaks on topics such as lending, asset/liability management, robbery, supervisory management skills, and more.

Jeff is vice president of Ronald R. Hyde & Company, a financial management company that provides management consulting and training. Previously, Jeff was a consultant with the Texas Credit Union League for 15 years where he developed many of the supervisory committee and director training programs.

Rory Rowland, CCUE
Rory served as president of two credit unions and is a Certified Credit Union Executive. He is a business consultant and dynamic seminar leader specializing in programs on lending, technology, leadership, and communications skills. Rory uses his communications skills and credit union knowledge to help others in the movement be more effective.

Rory has presented his high-energy, fun, and humorous programs in all 50 states over the past eight years, as well as in Canada and Mexico. He is continually one of the most highly-rated speakers at state and national associations throughout the country, including many of the credit union league conferences.



WHO SHOULD ATTEND
This seminar is beneficial for lending staff who wish to gain an understanding of the components in the member lending process. The seminar is also appropriate for staff interested in expanding their lending knowledge for future responsibilities.

CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) before the end of business on August 24, 2008 are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted for cancellation requests received after August 24, 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.
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.




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.

Not finding what you're looking for? Click here to submit your topic suggestion or question.

Copyright © Credit Union National Association, Inc.