Registration
2025 Lending School
Join Us for a Two-Day Lending School with an Exclusive Third-Day Option for Executives.
Event Dates: September 2–3, 2025 (General Lending School) September 4, 2025 (Exclusive Executive Session)
Location: Atlanta, GA (Conveniently located near the Atlanta airport)
Overview: CU Lending Advice invites you to participate in a dynamic, two-day Lending School designed to empower credit union lending professionals. Tailored to both managers and frontline staff, this program delivers hands-on training that equips attendees with the tools and strategies needed to excel in today’s lending environment. An optional third day is available exclusively for VP and C-Level executives, focusing on high-level strategies and leadership insights to drive lending success at the organizational level.
2 Day Lending School
$649
September 2 – 3, 2025
- Learn More
Executive Session
$150
September 4, 2025
- Learn More
Meet the Instructors
Don Arkell
Owner, CU Lending Advice
Jessica Vartanian
Sr. Consultant, CU Lending Advice
2-Day Lending School
September 2-3, 2025
Atlanta, GA
Overview
Who Should Attend: Lending Managers Frontline Lending Staff
What You’ll Learn: These sessions are designed to provide a comprehensive blend of underwriting principles and sales techniques, ensuring participants are well-equipped to make informed lending decisions while effectively meeting member needs.
Principles of Successful Loan Decision Making
Develop strategies to assess loan applications effectively, balancing risk and member service.
Identifying Bankruptcy Predictors
Learn to recognize early signs of potential financial distress to mitigate risk proactively.
Credit Scores
What We Know from the Score: Understand the components of credit scores and how to interpret them in the lending process.
Consultative Sales Techniques
Master the art of consultative selling to better understand and meet member needs during the loan interview.
Best Practices in Secured and Unsecured Lending
Explore effective strategies for both secured and unsecured loan products to enhance portfolio performance.
Appropriate Cross-Sell Methods
Discover techniques to identify and offer additional products that benefit members, enhancing their financial well-being.
Reducing Risk Through the Loan Interview
Implement techniques during the loan interview to identify potential risks and make informed lending decisions.
Executive Session
September 4, 2025
Overview
Exclusive Executive Session: Day 3
Who Should Attend: Vice Presidents C-Level Executives
What You’ll Learn: This exclusive session for senior leaders offers cutting-edge insights and opportunities to enhance your credit union’s lending success. With a blend of expert-led discussions, peer collaboration, and real-world learning, attendees will leave with actionable strategies to optimize their lending operations and leadership approach.
AI and Machine Learning
Leveraging AI and Machine Learning in Lending Decisions: Discover how artificial intelligence and machine learning are reshaping credit risk assessment, member engagement, and lending efficiency.
Optimizing Lending Department Structure
Explore how to structure and organize your lending department to achieve maximum efficiency and align with your credit union’s strategic goals.
Staffing Strategies for Growth
Uncover best practices for hiring, training, and retaining top lending talent while fostering a culture of success and innovation.
Live Peer Q&A
Engage in dynamic discussions with fellow executives to share insights, address challenges, and learn from the experiences of others leading top-performing credit unions.
On-Site Visit to a Top-Performing Credit Union Lending Operation
Gain exclusive access to a high-performing credit union lending team in action. Observe their operations, learn their best practices, and see innovative strategies implemented firsthand.
The Future of Lending
Examine how to adapt lending services to evolving member expectations, focusing on personalization, convenience, and loyalty-building strategies.
Hotel Information
Kimpton – Overland Hotel Atlanta Airport
Address: 2 Porche Dr Atlanta, GA 30354
Hotel Phone: 470.466.3300
