Consumer Lending Foundations: Regulations & Compliance
May 7, 2008
San Francisco, CA
8:00 a.m. 4:00 p.m. Local Time
Tuition: $375
SEMINAR OVERVIEWLearn 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
Through this one-day seminar you will:
- Understand regulations affecting consumer loans, including Reg B (ECOA) and Reg Z
- Gain a member-friendly perspective toward compliance
- Explore the latest compliance issues in lending
- Learn how to manage your credit union's risk to minimize financial impact
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 WHARF555 N Point StSan 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 DETAILAt 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
Woody Hodgdon, CUCE, BSACS
Woody is a Credit Union Compliance Expert (CUCE), Bank Secrecy Act Compliance Specialist (BSACS), and is the national compliance manager for Addison Avenue Federal Credit Union (formerly HP Employees FCU) in Palo Alto, California. Addison Avenue FCU serves employees of Hewlett Packard, Agilent Technologies, Philips Electronics, and several other related employers in the United States and Puerto Rico. Prior to accepting his current job, Woody spent 17 years at HP Rocky Mountain Federal Credit Union in Loveland, Colorado which eventually merged with the other HP credit unions to form Addison Avenue FCU. He spent three years as an agent for CUNA Mutual in northern Colorado prior to starting his management career with credit unions. Woody has been involved in credit union management, operations, marketing, and compliance issues for more than 30 years. He is a graduate of Western CUNA Management School in Pomona, California. He is a 1980’s graduate of CUNA's Regulatory Compliance School and attends annual update sessions to stay current. Woody has lectured to many groups about bankruptcy, the Americans with Disabilities Act, financial counseling, home banking, and risk-based lending. Woody is a charter member of the National Credit Union Institute and earned the Dean's List with Highest Honors designation.
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 25, 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 25, 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.
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