Consumer Lending Foundations: Credit Counseling & Negotiation Skills
May 8, 2008
San Francisco, CA
8:00 a.m. 3:15 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
Credit Counseling & Your Role as a Loan Officer
- Learn ways to analyze financial troubles
- Consider the implications of loans as a solution to debt
- Learn ways to help members set and achieve financial goals
- Examine a financial counseling model
Use Negotiation Skills to Improve Your Service
- Understand your role in the negotiation process
- Anticipate member needs for credit union products and services
- Understand various negotiation styles and what motivates each style
- Negotiate mutually beneficial outcomes with members
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
Harry Strausser, III
Harry A. Strausser III is president of the Remit Corporation and Interact Training and Development where he oversees the operation of a full-service collection agency and coordinates the training programs of its educational subsidiary. Harry is active in both the Pennsylvania Collectors Association and ACA International in which he is a certified instructor. He has instructed more than 150 seminars for the ACA. At the 1993 International Conference in San Antonio, he was named "instructor of the year" for that organization and is a member of the International Fellowship of Certified Collection Executives. In January 1998 he was the recipient of the Kurt Swersky Innovative Leadership Award at the Leadership Forum of the American Collectors Association held at Snowmass, CO. He was a founding board member of the Northeast Pennsylvania Chapter of the International Credit Association. He currently serves on the ACA International Executive Committee as Treasurer.
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 26, 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 26, 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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