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Putting the “Credit” Back in Credit Unions: Making Loans Members Want Webinar
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Putting the “Credit” Back in Credit Unions: Making Loans Members Want Webinar

9/4/2013

When: 9/4/2013
Where: In Your Credit Union
  
Contact:
Kristina Kirchmer

Registration Information
Online registration is closed.
Details

Overview:
The Great Recession caused many credit unions to become savings institutions. Loan portfolios lessened and deposits increased. Credit unions have been busy taking deposits, collecting loans, handling back-office duties, and meeting regulatory requirements. But how can we get back to helping people and making loans?

Your credit union can make a difference to your members, your field of membership, and your community when they need you the most. Join us to learn the mind-set and practices needed to make lending your entire reason for existence. This webinar will address concepts, steps, and products that will get your credit union back into lending.

Highlights:

  • An attractive mortgage product that members want and won’t create ALM nightmares
  • How to repackage unsecured and signature loans to make them more attractive to members
  • Profitably meeting the needs of small borrowers
  • Reenergize the staff to find new ways to serve members’ borrowing needs
  • Measure, monitor, and watch loans grow
  • TAKE-AWAY TOOLKIT
    • Lenders Tax Analyzer© which allows lenders to obtain a borrower's real cash flow from a Form 1040, including income from rentals, self-employment, farms, partnerships, S Corporations, investments, etc. Three tax years are all linked on one report
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

Who Should Attend?
This informative session is designed for staff in lending, marketing, member service and sales, including chief lending officers, MSRs, FSRs, new accounts personnel, loan officers, loan underwriters, credit analysts, loan processors, branch managers, CEOs, and other key lending staff.
 

About the Presenter: Tim Harrington, CPA, TEAM Resources
Tim Harrington is a Certified Public Accountant who specializes in working with community financial institutions. Since 1996, Tim has been President of TEAM Resources, a firm which provides consulting, strategic planning, and training from coast-to-coast.

A presenter at over 1,000 financial conferences, seminars, and webinars, Tim has provided consulting and training for hundreds of community financial institutions in nearly every state and four countries. Tim advises boards and senior management teams on strategy, profitability, and governance and works with staff on leadership and lending. In addition, he is a faculty member of three financial institution schools and is the author of the popular lending software "Lenders Tax Analyzer” and has taught lending personnel how to obtain monthly income from tax returns since 1992.


Educational Investment:

Archive Only
Over $75 million


$159

$25 - 75 million


$139

Under $25 million


$79


Education Scholarships:

Scholarships are available for all KCUA education events. Scholarships pay 100% of registration fee for credit unions under $7M, 50% for credit unions between $7-$75M and 25% for credit unions over $75M. 

Apply Today! 

 

 

  

 
 

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