CU Lending Advice

NCUMA 2022 Hawaii Conference
2022-11-11 - 2022-11-12 | The Grand Hyatt Kauai, HI, United States
NCUMA Welcomes you to the 2022 Hawaii Conference
Get away to the soothing white sands of Poipu on Kauai’s sunny south shore at Grand Hyatt Kauai Resort & Spa. This luxury oasis with lush gardens and acres of pools offers ocean view dining, rooms with private lanais, championship golf and Anara Spa.

CU Reality Check Conference
2022-10-26 | The Hershey Lodge, PA, United States
Event Information

Invigorate your innovative side at CU Reality Check. Thought leaders and industry experts join us October 25-27 in Hershey, PA, to challenge the ways you’ve always done things, rethink the future of the movement, and spark ideas that will move your credit union forward.
This one-of-a-kind, future-focused conference is designed to help you take your credit union to the ever elusive “next level.”

MCUL Contact Center Conference
2022-10-25 | Bavarian Inn Lodge, MI, United States
It’s Back and Taking Place in Popular Frankenmuth!

The MCUL Contact Center Conference is the place for Michigan credit union professionals looking to operate a world class member service center, staff it with the best-of-the-best and implement best practices at every touchpoint.
Come for answers and so much more, including:

Staffing a Contact Center for the 21st Century
The Top Five Metrics for Successful Contact Center Management
The Benefits of an Omnichannel Environment
Ensuring Vendors Deliver Upon Expectations
Supporting a Thriving Post-Pandemic Hybrid/Remote Workforce
A Call Center’s Digital Transformation Journey: The Critical Role of AI
Catch the Buzz! Sweet Ideas and Dialogue
Project Management Tools for the Non-Project Manager
Plus, a Vendor Showcase and Product Demos!

Southwest Lending and Collections Conference
2022-10-19 - 2022-10-20 | The Westin at the Woodlands, 2 Waterway Square Pl, The Woodlands, TX, United States

MSCUA Consumer Lending School
2022-10-11 - 2022-10-12 | MSCUA, 1400 Lakeover Road, Ste. 200, Jackson, MS, United States
Lending School with Don Arkell

When: October 11 & 12
Time: 9:00 AM – 4:00 PM each day. Please arrive a few minutes early for check-in & seating.
Where: MSCUA, 1400 Lakeover Road, Ste. 200, Jackson (MAP)
Day 1, Tuesday, Oct. 11 – Designed for Front Line Lenders
Day 2, Wednesday, Oct. 12 – Designed for Lending Managers & Department Heads

Overview
Join us for a Lending School with Don Arkell and customize it to suit your training needs! Do your frontline lenders need training on best practices of lending success? Maybe your training needs revolve around lending managers increasing your loan to share ratio while lowering expenses? Perhaps both? We have you covered!
Day 1
On Tuesday, October 11, Front Line Lenders including loan officers, MRSs and lending management benefit from an engaging and entertaining training designed to empower them to make great loan decisions and earn more of your members business. We’ll cover lending’s critical essentials and best practices for success.
Day One highlights will include:

What must happen in every loan interview
Gaining more of your member’s business
Following guidelines for secured and unsecured lending
Teaching FICO scores to members, including how to improve them
Spotting three bankruptcy predictors and how to deal with them
Responsibly underwriting high-risk loans
Break out of the Lending Boxes that Bind You
Appropriate Collateral
Underwriting Traps
Real Risk Factors
Selling value in a competitive landscape
Selling more ancillary products

Day 2
On Wednesday, October 12, your Lending Managers and C-Suite will discover how credit unions nationwide are meeting and overcoming the challenges of new competitors and industry disrupters. Join us to accelerate your lending results to higher levels. You’ll discover modern and engaging action steps to increase your loan to share ratio and keep expenses low.

Day Two highlights will include:

Overview of the Competitive Landscape and Disruptive Lenders
Loan Product Rate & Design
Productivity and Efficiency
Loan Delivery Channels
Loan Department Organization
Loan Policy Revisions
Centralized or Decentralized Lending Operation
Indirect Lending
Successful Collections
Sales Culture Development
Setting up a loan department for maximum success
Correct approaches to underwriting
Variable pay plans that maximize loan production
Improve the Credit Union’s ROA
Typical internal Lending Issues and how to overcome them
Mistakes that cause unnecessary loan losses
Successful Collections Strategies
Business Lending Overview
How to grow your direct auto portfolio

Additional Details
EDUCATIONAL INVESTMENT

The same attendee participating both days – $500 per person
Day one only – $275 per person
Day two only – $275 per person
Registration includes light lunch, beverages and snacks

Scroll down to the registration section to register.

ATTIRE
Business casual. Be sure to bring a light sweater or jacket for your comfort as room temperature may vary.
SPECIAL NEEDS
If any attendee has physical or medical needs, or dietary restrictions or requirements requiring special attention, please specify those needs in the designated area on the registration form.
CANCELLATION
Cancellations with written notice 10 or more business days before the event will receive a full refund. Cancellations with notice received 9 – 4 business days before the event will receive a refund minus a $100.00 cancellation fee. Cancellations with notice received 3 business days or less to the event and no-shows will not be entitled to any refunds and will be billed. Cancellations must be received in writing: events@mscua.com. Substitutions are always welcome.
DIRECTIONS TO MSCUA
ALERT: Navigation apps and systems may not correctly map our location. We suggest you download this map to supplement navigation apps.

HOTEL ACCOMMODATIONS
MSCUA must reserve your room. Please notify MSCUA in the space provided on the registration form if you need a room and your arrival and departure dates. The Hampton Inn, 600 Steed Road, Ridgeland, MS, 39157, has extended our group a rate of $105 plus tax per night. Cancel at least 48-hours in advance of arrival date to avoid one night room charge.

Utah Credit Union League: Consumer Lending School
2022-09-14 | Utah Credit Union Association 455 East 500 South Suite 400 Salt Lake City, UT 84111
Consumer Lending School with Don Arkell

Consumer Lending is the life-blood of your organization. In this 8-hour session, Don Arkell will train your front-line lenders and management to achieve higher sales results. This entertaining and informative session will help your credit union succeed in Consumer Lending.
Some topics that will be covered:

Principles of Loan Interview
Cross-Selling Best Practices
Principals of Successful Loan Decision Making
FICO-What We Know From the Score
Loan Amount Guidelines
Lending on RVs and Boats
The Proper use of Co-Signers
Recent Changes to the FICO Score
The Underwriting Approaches Needed for Higher-Risk Loans.

The price is $175 per attendee. The training will be offered in-person and virtually.

Iowa Credit Union League: Lending School
2022-09-13 - 2022-09-14 | Iowa Credit Union League

CU Leadership Convention
2022-07-19 - 2022-07-22 | Caesars Palace, 3570 Las Vegas Boulevard South, Las Vegas, NV, 89109, United States
Every year is special. But there is nothing more special in our 45-year history than this year’s convention. To celebrate, we are bringing back our All-Time Highest-Rated Speakers and we are showcasing the CU movement’s rising stars. This is one event you will not want to miss.

50+ information-packed sessions across 7 Breakout Summits. Pick and choose your favorites.
Reserve your seat for a special half-day workshop with former Pixar Animator Matthew Luhn as he gives you the secrets to help you craft a compelling story for your CU.
Choose 1 of 4 ALL-NEW! Deep-Dive Pre-Conference Workshops on hot topics including Leveraging Big Data … Financial Management … Supervisory Committee Best Practices … and new methods of Strategic Planning.
Every day, we kick off the convention with inspiring keynote speakers.

See you in Vegas!

2022 Credit Union Summit
2022-04-29 - 2022-04-30 | Davis Conference Center, 1651 North 700 West, Layton, UT, United States
Join Utah’s Credit Unions for an exciting two-day Credit Union Summit at the beautiful and spacious Davis Conference Center, where dynamic speakers will present on a variety of topics geared for credit union executives, management, staff, and volunteers!

2022 HCUL Annual Convention
2022-04-29 | Hyatt Regency Maui Resort and Spa, 200 Nohea Kai Dr, Lahaina, HI, United States
Please join us in person at the 2022 Hawaii Credit Union League Convention!
We are taking our convention to the Hyatt Regency Maui Resort and Spa from April 28-30, 2022
Mask wearing and social distancing will be implemented as we welcome our credit union ohana back for a safe and meaningful in-person convention. Ideally situated on 40 tropically landscaped oceanfront acres along a three-mile stretch of the famed Kaanapali Beach, Hyatt Regency Maui Resort and Spa offers an authentic Hawaiian experience on the “Best Island in the World” as voted by readers of TripAdvisor. Guest rooms and suites provide a setting of Hawaiian elegance with plantation-style furnishings, private lanais with panoramic views, and complimentary Wi-Fi access featured in all guestrooms.
The theme for the 2022 convention is “Emerge l Engage l Empower”. Hawaii credit unions continue to emerge from unparalleled economic challenges caused by the global pandemic with next-level solutions in member service, staff safety, and community outreach. Establishing new ways of engagement – through virtual channels, social distancing, and government partnerships – credit unions have empowered members and the community to rise above negative economic impacts caused by the pandemic.
Please mark your calendars and join us on Maui for the 2022 HCUL Convention!

Mountain West 2022 Annual Meeting and Convention
2022-04-28 | The Broadmoor, 1 Lake Avenue, Colorado Springs, CO, United States
Built for Credit Union Leadership
Developed by industry leaders specifically for credit union executives and boards, the Mountain West Convention delivers targeted content and abundant opportunities to meet with your peers.

CUNA Consumer & Residential Mortgage Lending School
2022-04-12 - 2022-04-13 | Renaissance Phoenix Downtown, 100 N 1st St, Phoenix, AZ, United States
The lending field is vast and subject to constant change. To stay ahead, you need current, reliable information on a broad range of subjects.
CUNA Consumer & Residential Mortgage Lending School provides you with an in-depth understanding of lending knowledge. This four-day school offers a general overview of the lending landscape as well as closer looks at specific topics, including:

Consumer Lending
Mortgage Lending
Lending Compliance
Lending Leadership & Hot Topics

Regardless of lending role, you’ll be able to choose from over 30 sessions you want to attend, creating the educational experience best suited to your interests.

Utah Credit Unions: 1-Day Mortgage Lending Training
2022-04-07 | Utah Credit Union Association 455 East 500 South Suite 400 Salt Lake City, UT 84111
One Day Trainings

One-day classes
We offer a robust schedule of one-day trainings on a variety of topics, from fraud to bankruptcy to lending. Here, you can download a complete calendar of our events for 2022.
The price for the one-day classes are $175 per attendee, with one exception, the IRA classes are $220 per attendee.
Here are some highlights for the year:

March 3, 2022, Credit Union Management Training with Kevin Smith
April 7, 2022, Mortgage Lending Training with Don Arkell
June 8, 2022, Fraud Training with Barry Thompson
September 14, 2022, Consumer Lending with Don Arkell
October Date TBD Collections Training
November 2, 2022, IRA Essentials with Ascensus
November 3, 2022, IRA Advanced with Ascensus

LSCU Virtual Lending School
2022-02-23 - 2022-02-24, 2021-09-14 08:00 - 2021-09-15 17:00 UTC | Virtual

Lending Heroes Virtual Conference
2022-02-16 | Virtual
Serving the lending needs of credit union members can be heroic work, but there is much that takes place behind the scenes to process, maintain, deliver and comply with regulations.
From mortgages to autos, from ECOA to FICO, from AI and beyond — the Lending Heroes Virtual Conference is the place for Michigan credit union lenders to maintain their secret super powers!

Expand Expo 2021
2021-10-24 08:00 - 2021-10-28 17:00 UTC | Kalahari Resort, Pocono Manor, PA, United States
Join us October 2021 for a premier training and development event designed specifically for credit union professionals, created by credit union professionals. Embark on a deep-dive education each day by attending full-day workshops, learning about topics which will help you grow, increase performance, and exceed your goals.

2021 Southwest Lending & Collections Conference
2021-10-12 08:00 - 2021-10-15 17:00 UTC | Hyatt Regency Frisco-Dallas, Frisco, TX, United States
This annual event is a great way for your credit union to ensure your staff is on the leading edge of industry trends, hot topics, and regulatory issues. Learn from experts in the field who will assist you in developing new ideas and strategies to maximize loan growth.

CUNA Fair Lending Virtual Workshop
2021-10-12 08:00 - 2021-10-13 17:00 UTC | Virtual
Regulators are increasing their focus on credit unions’ compliance with fair lending laws and regulations. During this workshop, you’ll learn about these requirements and the best compliance strategies from a group of credit union experts, attorneys and a former NCUA professional responsible for consumer compliance policy, fair lending and financial literacy functions in the Office of Consumer Protection.
This program offers more than just lectures; knowledgeable facilitators will guide attendees through engaging exercises that will provide hands-on experience with these requirements. You’ll also learn how to avoid common mistakes by examining real world case studies.

HCUA Convention and Annual Meeting
2021-10-08 08:00 - 17:00 UTC | Sheraton Kansas City Hotel, Kansas City, MO, United States
Reunite, renew and recharge at Convention & Annual Meeting, October 6-8. In-person and virtual options available.
Join us for top-notch speakers, inspirational sessions, innovative solutions and time to catch up with your peers.

MDDC Consumer Lending Workshop
2021-09-21 08:00 - 2021-09-22 17:00 UTC | Remote: Zoom
Consumer Lending Workshop: Auto Lending for Management

September 21, 2021 at 9:00 AM – 3:00 PM
Webcast Live via ZOOM

2021 MCUL Executive Summit
2021-09-15 08:00 - 2021-09-17 17:00 UTC | The Inn at Bay Harbor, Bay Harbor, MI, United States
The MCUL & Affiliates Executive Summit is the place for Michigan credit union C-suite leaders to reconnect, recharge and reassess the financial landscape.
So much has happened since the last time credit union executives gathered at Bay Harbor. What has the impact been? What does it mean for the future?
Come for answers and so much more, including:

The Transition of HR from People-Centric to Risk Management
Getting Virtual: Digital Transformation in 2021
Secure, Successful Transformations: Staying Safe and Compliant
A Demographic Wake-up Call for Credit Unions
Strategic Issues Discussion

2021 Economic Forum
2021-09-09 08:00 - 2021-09-10 17:00 UTC | Hilton Sedona, Sedona, AZ, United States
The 2021 Economic Forum will once again be your go-to resource for understanding the current economic and financial landscape to keep pace with the ongoing changes in our business environment. Featuring economic insights from local and national economists, attendees with leave with a rich economic perspective as they enter the annual strategic planning process.
This informative event takes place September 9-10, 2021 in beautiful Sedona, Arizona, where you’ll be surrounded by your credit union peers in a relaxed setting.
Join your peers to find out what state and national economists are predicting for the year ahead. Credit Union CEO’s, Executives, board members and anyone interested in the state of our economy in the future should plan to attend this event.
This program is available exclusively for staff and board members of credit unions who are members of Mountain West Credit Union Association.

Remote Lending School: Collections
2021-06-23 08:00 - 11:30 (America/Denver) | Remote: Zoom
Now, possibly more so than ever, it is critical that your collections department has the tools and training necessary to navigate the economic uncertainty ahead. For the past 12 years Bob Steensma has been working with CU Lending Advice as a Collections Consultant and Trainer, consulting with credit unions across the country from all asset sizes. In this course Bob will share collections best-practices from across the industry including his thoughts on how to prepare for the future.
This course is designed to remotely train Collections staff and leaders in a group setting across multiple credit unions. This course is offered to credit unions across the industry of all asset sizes.
This 3.5-hour remote course is uniquely crafted to maximize the time spent in an e-learning environment. The course material is managed in 45-50-minute educational sprints with 10-minute breaks in between each session.
This group training will include collection specialist from all across the country, creating a remote training opportunity you don’t want to miss.

Remote Lending School: Underwriting
2021-05-06 08:00 - 11:30 (America/Denver) | Remote: Zoom
With the recent dramatic increase of member deposits, all credit unions are in need of loans. In this training session, Brett Christensen will teach the fundamentals of successful consumer loan underwriting. Brett will teach your underwriters how to be aggressive, but smart. Topics to be covered include:

The Six Underwriting Approaches Needed to Maximize Loan Potential
Keys to Success with Higher-risk Lending
Bankruptcy Predictors
Debt Ratio Analysis
Loan-to-Value Analysis
Secured & Unsecured Guidelines
Total & Unsecured Debt Ratio Analysis
Debt Consolidation Loans
Lending to Self Employed Borrowers
Lending Money on Old Collateral
Lending on Large RVs and Boats
Real Risk Factors vs. Not-so-Real Risk Factors

PLEASE NOTE: This training is NOT available to credit unions in Utah or Nevada

Remote Lending School: Outbound Calling
2021-04-13 08:00 - 11:30 (America/Denver) | Remote: Zoom
In today’s economy, the loan battleground is more competitive than ever. Creating an effective outbound calling strategy can aid credit unions in organically growing their loan portfolios. In this course Jessica Vartanian from CU Lending Advice will remotely train Sales staff and Sales Managers on the art of outbound calling in a group setting across multiple credit unions. This course is offered to credit unions across the industry of all asset sizes.
This 3.5-hour remote course is designed to focus on the skills necessary to successfully make compelling offers to both members and potential members via outbound calling efforts. The course is delivered through Zoom®. The course high impact, interactive and informative. The training is designed for remote feedback and interaction from participants as much as can be managed through a webinar environment.
This course is uniquely crafted to maximize the time spent in an e-learning environment. The course material is managed in 45-50-minute educational sprints with 10-minute breaks in between each session.
This group training will include sales specialist from all across the country, creating a remote training opportunity you don’t want to miss.

CUNA Consumer & Residential Mortgage Lending School
2021-04-13 - 2021-04-15 | Virtual
CUNA Consumer & Residential Mortgage Lending Virtual School, April 13-15, offers attendees an up-to-date, comprehensive view of the current credit union industry lending landscape. From anywhere, learn key information about consumer lending, mortgage lending, lending compliance, lending leadership and trending topics. One example: How the pandemic has impacted lending departments and how to lead through these challenges. Topics to be covered include:

Credit Union Mortgage Lending, 2021 and Beyond…Effectiveness and Efficiency
Loan Performance Trends During the Pandemic
Understanding the Demands of Millennial and Centennial Borrowers
Appointment Lending is Dead

Who Should Attend?
This school is beneficial for credit union lending and compliance professionals as well as mid to high-level management and lending operations professionals.

Remote Session: Increase Your Product Sales on Direct Automobile Loans
2021-03-10 08:00 - 11:00 (America/Denver) | Remote: Zoom
Join us for this course featuring guest speaker Craig Bertenshaw from Sentinel Warranty. As a trainer for Sentinel Warranty, Craig assists credit unions across the country in ancillary product sales. In this 3-hour course Craig will discuss the key benefits and techniques utilized when educating members on the benefits of ancillary products for automobiles. This course is ideal for credit unions looking to increase penetration cross-selling these valuable products to members.
This course will cover the following:

How to Maximize a Consultative/Member Focused Selling Approach
Why Your Members Purchase Service Contracts
Claims Facts & Data that Matter to Your Members
Great Questions
Objective Handling 101
Simplified & Impactful Closes

Providing Business Services: Does it make sense for your credit union?
2021-02-24 09:00 - 11:00 (America/Denver) | Remote: Zoom
The number of credit unions offering business services (loan and deposit products) has grown at feverish pace over the past several years, but there are important factors that every organization must consider before making this significant commitment. For some credit unions, adding business services has been a game changer….for others, it has been a nightmare. This dynamic course will provide attendees with a thorough understanding of the benefits and risks of offering business services. You won’t want to miss this one!

MCUL 2021 Lending Trends Virtual Conference
2021-02-18 | Michigan Credit Union League, PO Box 8054, Plymouth, MI, 48170, United States
