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Critical Risk Factors in Loan Portfolio Management Webinar
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Critical Risk Factors in Loan Portfolio Management Webinar

10/29/2013

When: Tuesday, October 29
2:00 - 3:30 p.m.
Where: In Your Credit Union
  
Contact:
Kristina Kirchmer

Registration Information
Online registration is closed.
Details

Overview:
The current economic climate has created a need for credit unions to review their member business-lending credit process.  With increased scrutiny and monitoring of member business lending, this is an ideal time to revisit the credit culture to ensure alignment with the strategic vision of the credit union.  This webinar will address the significance of credit culture as it relates to effective loan portfolio management.  Several critical factors will be reviewed during this session, including the role of credit culture and current findings from loan review and examination reports.

Highlights:

  • Leadership and credit culture
  • Assessing the credit culture
  • Key factors in an effective loan portfolio management program
  • Key areas of continued focus for loan portfolio management
    • Appraisals and evaluations
    • Global cash flow
    • Risk rate methodology
  • TAKE-AWAY TOOLKIT
    • Sample real estate evaluation template
    • Sample global cash flow template
    • Sample risk rate matrix
    • 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 senior credit officers, chief credit officers, commercial loan officers, and credit administration personnel.

ABOUT THE PRESENTERS – Kevin Graff & Cynthia Brzeski, Wipfli
Kevin Graff manages Wipfli’s loan review and field examination services.  His loan-review services are structured to meet clients’ specific needs for the risk-management policies within their institutions.  Kevin draws upon the experience and expertise of the firm’s financial institutions practice to provide current accounting insight into challenging issues facing clients today.  In addition, Kevin supports the firm’s field examination services, which are designed to assist clients’ credit decisions and overall loan portfolio management when the credit structure has a reliance on either accounts receivable or inventory. His clients include both national and community-based financial institutions.

Cynthia Brzeski has more than 30 years’ financial institution experience.  Prior to joining Wipfli, she spent six years as a senior credit officer with a regional financial institution.  Her responsibilities included credit underwriting and approval, portfolio management, and compliance.  With additional experience in commercial credit, credit administration management, workout, compliance, and internal audit, Cynthia is able to provide insight and expertise to financial institution clients.

Educational Investment:


Lending Council members receive 10% discount

Asset Size Live Webinar Only Archive Only Live Webinar & Archive
Over $75 million


$159


$159


$179

$7 - 75 million


$139


$139


$159

Under $7 million


$79


$79


$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!

 

 

Cancellation Policy: Sorry, no cancellations are allowed after connecting instructions and handout materials are distributed to registrants. Substitutions are welcomed and encouraged.

Please note: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.

  

 
 

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