The firm’s Annual Strategic Conferences are well regarded and have been offered over 27 years. Our Conference topics are different every year since the Regulatory environment and challenges that CUs face constantly change. Nearly 700 Credit Union representatives attend the Strategic Conferences each year.
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Understanding the Principles of a Great Real Estate Loan Interview Don Arkell Senior Consultant, CU Lending Advice Learn how to use the loan interview as an opportunity to help your financial institution produce sound loans. Lending expert Don Arkell of CU Lending Advice will discuss what must happen in every loan interview in order to […]
Mortgage lending is a commodity business. Credit unions that compete and win their members business understand that to compete in this business they have to provide value. 37.5% of all mortgages in 2018 were originated by non-bank lenders. The U.S. mortgage market is the largest consumer market in the world. Mortgage lending should be an […]
This October 22nd-25th, join credit union decision makers from all over the country for a networking and education opportunity unmatched in the Northeast United States. For four days, credit union professionals will gather to learn valuable industry knowledge about collections, mortgages, and consumer lending from respected industry leaders. Attend workshops every day, then enjoy live entertainment and refreshments in the evenings. Mingle and network in the Vendor Hall between sessions to discover products and services to build your business.
Each training workshop is two days long and repeats once during the week. Attendees may attend one workshop for two days or stay for the entire expo and attend two workshops.
Overview
Top Takeaways
Learn innovative strategies and products to improve collection, consumer lending, and mortgage efforts
A training that balances high-level strategic philosophy with detailed integration into daily operations
Training that drives improved credit union results and performance
Networking with peers at other credit unions
Introduction and awareness of valuable partners to assist with Credit Union performance
Who Should Attend?
Credit Union employees responsible for lending and collections
Credit Union lending management
Credit Union executive management
Time Frame
Monday October 22nd, 2018 through Thursday October 25th, 2018
DAY ONE Frontline Staff | Tuesday, October 22 Designed for loan officers, member service representatives and all lending professionals looking to refresh their lending expertise. This session will cover critical essentials of lending and best practices for lending success, including the following topics & more: What must happen in every loan interview How to gain more […]
Featuring the Presentation... Innovation and Leadership at Domino's Pizza: Using Technology to Build Relationships Tim McIntyre, Executive Vice President of Communication, Domino's Pizza Top Industry Experts Including... - Don Arkell - Rayleen Pirnie - Delilah Reynolds - Crystal Jonas Discussion Group Hot Topics and Roundtables
Details forthcoming
This course is designed to remotely train underwriters in a group setting from multiple credit unions. This course is offered to credit unions across the industry and is well attended by credit unions of all asset sizes. There are 3 stages to every loan application, the sales effort, underwriting and processing. This training proposal focuses […]