Lending/Collection

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Available Webinars

A | A Frontline Perspective: Protecting Your Credit Union from Losses

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Credit unions are in the risk management business. Accepting and cashing checks, making loans, applying debits and credits to accounts in the form of Automated Clearinghouse transactions and Electronic Funds Transfers are all part of maintaining accounts for consumers and businesses. These very same items represent a risk to the credit union. In this webinar we explore a variety of ways to protect the credit union from losses due to fraud (by accountholders or third parties) mishandling of accounts or items or misunderstanding of laws and regulations that predominantly benefit the consumer. From account opening to termination, employees have the ability to help protect the credit union (and in some cases the member) from loss.

A | Advanced Portfolio Strategies

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Participants  will glean a deeper understanding of how mortgage-backed securities are  structured, what kinds of MBS credit unions are investing in, evaluating risk  and collateralized mortgage obligation class structures.

A | ALLL for the Non-Accountant

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With problem loans increasing, profits sagging, and new capital hard to find, getting the Allowance for Loan and Lease Losses (ALLL) right is more important than ever. Learn what you need to know now in this comprehensive course designed for the non-accountant. Through engaging content tailored for the non-accountant, segments of the course include:

A | Becoming Digital: Building a Mobile-First Credit Union

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Does your credit union have a Mobile-First strategy? If not, then it should!
We are living through, arguably, the biggest technology revolution we've ever witnessed with the consumerization of technology enabled by the rapid adoption and fast-paced growth of mobile technologies. In less than a decade from the release of the financial industry’s first Apps, mobile banking has evolved from a mere banking accessory towards becoming the primary banking channel, and “Digital Transformation” is the pressing priority in virtually every financial institution’s strategic plan.

A | Best Practices in Consumer Lending

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How did the most successful credit union consumer lenders grow and maintain a healthy loan portfolio in the recent Great Recession? Join Ben Rogers of the Filene Research Institute as he explores the secrets of the all-too-rare credit unions that drove sustained consumer loan growth. Each was excellent at a handful of things, including sales culture, refinancing, and indirect lending. Ben will tell the stories of their hard-earned success and of how they plan to build on that success in the future.

A | Beyond the Auto Loan

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The core of most credit unions’ portfolios is auto and real estate lending.  Credit unions finance 25% of all auto loans originated in the U.S.!  Learn how credit unions are building on their core competencies in lending and expanding into new markets.

A | CFPB Prepaid Accounts Rule Compliance

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The prepaid card industry is booming, growing from $1billion in 2013 to a projected $112 billion in 2018. The Consumer Financial Protection Bureau (CFPB) has issued a new rule to protect users of these cards.  If your credit union issues prepaid credit or debit cards, it’s time now to get ready for the rule and its April 2018 deadline.

A | Collections for Credit Unions

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Delinquent loans. Nobody wants them, not the borrower and certainly not your credit union. But as a collector, your job is to resolve them. Get the communication and collection skills you need to protect your credit union from loan losses and work with borrowers to bring problem loans current. Credit union lending expert Rick Menton will pack this webinar with operational guidelines for a methodical, organized approach to credit union collections.

A | Converting Members from Savers to Borrowers

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Credit unions need to book loans in order to stay in business. We know this! Many credit unions focus on acquiring new members in order to make them borrowers. That is a good strategy since credit unions always need new members. However, we also know that our existing members have loans with other financial institutions. This highly engaging and interactive session will provide action steps and effective techniques that CUs can use right now to persuade existing members to refinance their loans with their credit union.

A | Counterfeit Checks, Cash, & Forgeries

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Check fraud losses are the same no matter the size of your institution.  Check 21 was supposed to eliminate check fraud and that never happened.  The best defense against check fraud is training your staff on the warning signs of what is happening now!

In this engaging program we will review the many forms check fraud can take in attacking your financial institution.  Staff will learn the questions they should be asking members, especially new members, when transacting with them.   The same techniques used to detect check fraud can help to identify counterfeit currency.  Today more than ever training on this important topic can save your credit union from large dollar losses.

A | Courting Boomer Members

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We hear so much about getting Generations X, Y, and Z engaged in our credit unions, but what about the Baby Boomers? It’s equally important to reach out to Boomer Gen Members (45-65+yr olds) with products and services. After all, Boomers are the largest most powerful demographic group in terms of buying power, influence, and wealth, and their financial services needs include taking care of generations behind and ahead of them.

A | Credit Card Compliance

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When it comes to credit cards, Truth in Lending has a lot to say. In this webinar, we explore all the ins and outs of credit card compliance from issuance to error resolution to special rules for deceased cardholders. We will also be looking at:

A | Cross Selling Your Lending Services

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The cross-selling of lending products has become a necessary tactic with consultative member service. Many institutions are implementing cross-selling strategies for basic lending services and also add-on products including auto-payments, product bundling, and pre-approvals.

A | Dissecting Which Loan Participation is Best for your CU

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Understanding which Loan Participations are best for your credit union is essential. The key is to start with what you know. In part two of the series, we will take a deeper look into the various types of loan participations available to credit unions. We dive into Auto loans (Direct and Indirect), Mortgage loans (Fixed and ARM), and MBLs.

A | Eight Strategies for Aspiring CU Leaders

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You may be just starting your career. You may be a seasoned veteran who wants to advance. Jim Bouchard, author of The Sensei Leader, will give you clear and actionable strategies to change your life, contribute to your organization, and position yourself for leadership success.

A | Plastic Card Fraud & EMV

A | Evaluating & Optimizing Your Loan Portfolio

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Managing a balance sheet is never easy and often trends can be unpredictable. The long low interest rate environment coupled with highly competitive, but quickly growing credit union lending, has pushed many credit unions to the extremes of liquidity. Huge loan demand and managing tight liquidity or excess deposits presents challenges as to where to invest.

A | Fair Credit Reporting Act

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The Fair Credit Reporting Act and the Fair and Accurate Credit Transactions Act (FACTA) apply to every credit union that reports member information to a consumer reporting agency or uses information from a consumer reporting agency. In this session, compliance expert Mary-Lou Heighes will guide you through the regulations' processes, required disclosures, and restrictions. You'll also learn appropriate responses and actions when a consumer report is disputed.

A | Fair Credit Reporting Act Compliance

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Access to reasonably priced credit is an essential element in every member’s economic life and no factor is more important than their credit score. But what happens if there is a mistake in the score and it’s your fault? The worst thing you can do is nothing! Is your credit union ready to comply? The Fair Credit Reporting Act and FACT Act apply to every credit union that reports member information to a credit reporting agency, and the fines for improper reporting can be substantial.

A | Fair Lending Practices

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What do examiners want to see in your fair lending policy? What provisions and preventions must it contain? You and your examiners both want your fair lending program to be the best it can be. Let compliance expert Linda Landis give you the rules and tools for refining your program as she discusses:

A | Fair Lending Regulations & Examinations: The Fundamentals of Fair Lending Analysis

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Fair lending remains a major emphasis in examinations.  This session covers the regulations that deal with fair lending – Regulation B, Regulation C, and the Fair Housing Act.  We also discuss what a credit union can expect if faced with a Fair Lending examination and how credit unions can prepare.

A | Financial Counseling for Loan Officers

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“People Helping People” is not just a catchy phrase. It’s the fundamental reason why credit unions exist. It’s what we do best, especially when members may need a helping hand in managing their finances. Learn what you can do to help your members establish or re-establish good credit history, streamline their financial management, and ease their cash flow crunch. Credit union lending authority Rick Menton will show you:

A | From Flat to Fantastic

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When your credit union’s loan demand tumbles, how do you pick it back up?
Wayne Watters, President of Travis County CU in Texas, shows a real-world example of how he sparked new life into a credit union’s loan portfolio that had fallen flat for over ten years.

A | Generational Money Chatter

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For the first time in modern history, our consumer base encompasses four generations and will soon approach five generations.

Recognizing that the different generations have different financial service attitudes as well as needs, the Filene Research Institute explores how different generations view money, debt, financial institutions, and financial products and services. This data from focus groups and online discussions can help credit union leaders better understand each generational group and how different generations view aspects of the financial services industry. In addition, the report provides insights and practical directives for credit unions to better support and attract members of various generations.

A | Getting Ready for a Fair Lending Examination

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When the examiners visit your credit union, will you be ready to prove your fair lending practices? Prepare in advance to meet examiner expectations by following the tips and information you’ll receive from Marissa Blundell of CliftonLarsonAllen. At the end of this session, you will be able to:

A | Home Mortgage Disclosure Act (HMDA) Reporting

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The HMDA/Regulation C landscape has changed several times over the past few years.  Dodd-Frank created changes in loans covered under HMDA and information to be collected and reported about those loans. The 2018 regulatory relief legislation provided changes to some of the changes under Dodd-Frank. Needless to say, HMDA reporting for 2018 and 2019 is confusing.

A | How to Read a Credit Bureau Report

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Credit bureau reports can be very confusing, even for experienced lenders, but they provide critical guidance in deciding the creditworthiness of a loan applicant.  How do you translate the credit bureau data into useful loan underwriting criteria?
Let credit expert Don Goldammer walk you through a credit report and show you how to interpret the data it contains. He will explain the significance of each section, so that you can make sound loan decisions for your credit union and its members.

A | How to Safely and Profitably Offer Loans to a Non-Prime Market

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If you’re considering lending to non-prime borrowers, you already know you can significantly expand your credit union’s loan portfolio and improve your profitability, but you must be careful. You’ll need special skills, pricing models, and risk-management tools, or the results could be disastrous. Before you decide whether to pursue this market, let Dr. Randy Thompson help you weigh the benefits, hazards, and potential profitability in extending credit to non-prime borrowers. You’ll understand:

A | I'm NOT a Salesman!

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Have you adopted a “sales culture” recently? Noticed mutiny on the part of some employees?
No one likes to be sold to, yet everyone loves to buy. Your position in the company is not that of a salesman. You are a solution provider! When members see you as knowledgeable and concerned, they will look to you for suggestions. Your focus is to put ONE person in a better situation.

A | Implementing Current Expected Credit Losses (CECL) Using an Excel Based Approach

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By now most everyone has heard of the new accounting pronouncement (ASU 2016-13) that will have a significant effect on how your credit union will compute your allowance for loan and lease losses (ALLL) along with a potential increase in your ALLL. This is commonly referred to as the new CECL model that you will need to implement in 2021.

A | Innovate and Dominate: Think Bigger!

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Break the mold and reinvent what you do and how you do it to stand out among the crowd.
Whether you are with a small or larger credit union, this session will give you the motivation to create and implement the changes needed to take your credit union to the next level.

A | Learnings from Consumers

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What special qualities, products, or services will bring new members to you? Join Mollie Bell of the Filene Research Institute as she provides you with insights about what drives consumers’ decisions when searching online for new financial institutions, products, and services.

A | Lending to Service Members

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Join Raza Ali and Robert Wilkins as they discuss the new Military Lending Act (MLA) requirements. Topics of discussions will include:

A | Loan Fraud

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Even the most carefully considered loan decision can cost your credit union dearly when the documentation it is based on is fictitious or fraudulent.

What can you and your credit union do to detect and prevent being victimized by loan fraud?
Find out the latest trends in loan scams, and what you can do to protect your credit union from fraudulent losses. Fraud experts Barry Thompson will point out the "red flags" that can tip you off to possible loan trickery and deceit.

A | Loan Officer 101

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Strong successful lending programs begin with loan officers who have strong foundation knowledge of the underwriting basics of lending. If you are a new or aspiring consumer loan officer, join us for this discussion of the important basic steps and criteria for approving member loan requests.

A | Loan Participation Due Diligence: Risk, Reward, and Regulations

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“Due Diligence”: the two most important words in the loan participation process. Understanding just what questions to ask and starting small with what you know can help credit unions gain experience. Join us for an interactive discussion that will explore the risks, rewards, and regulations from experts in the field.

A | Malware Mules & Money

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Financial crimes using the Internet have dramatically increased. The use of crime-ware applications like Zeus, Phoenix, Spy-Eye, and Citadel have wreaked havoc against banking institutions and their customers.

A | Managing Technology in the Workplace

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It’s here to stay, and it can be your best friend or your worst enemy… technology. Years ago, it was easy to manage technology in the workplace. Simply provide each staff member with a computer, a few passwords and a Privacy Document and all was well. Next came policies that took away access from Social Media during work and mandates that required all employees to refrain from downloading anything off the net.

A | Member Business Lending, Part 1: Today's Business Lending Environment

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Part 1 of the Member Business Lending Webinar Series

A | Member Business Lending, Part 2: Launching Your Business Lending Program

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Part 2 of the Member Business Lending Webinar Series

A | Member Business Lending, Part 3: Getting the Most Out of Your Business Lending Investment

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If you feel like your business lending program could use some improvements, this is a discussion you don’t want to miss. Commercial lending expert Mark Cox provides best practices to enhance the performance and results of your business lending offerings to ensure you are getting the most out of your investment.

A | Member Business Lending, Part 4: Maintaining Your Business Lending Compliance

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Part 4 of the Member Business Lending Webinar Series

A | Mortgage Loan Origination Compliance

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Mortgage lending involves probably the most compliance issues of any credit union product or service. From Fair Lending to appraisals, finance charges to rescission, flood insurance, escrow calculations and disclosures - this webinar is designed for everyone from newly appointed loan officers to seasoned pros.  It will deal with both closed end first and subordinate liens and Home Equity Lines of Credit (they have more in common than many people think.)

A | Mortgage Loan Servicing Compliance

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Once you’ve booked a mortgage loan, there are even MORE regulations to follow. This webinar focuses on the after-origination requirements under Truth in Lending and RESPA. From periodic statements to escrow analysis and requirements for collection and foreclosure, the rights and liabilities of the credit union and borrower stem from laws and regulations that must be obeyed.

A | Peer-to-Peer Lending: It's In Our DNA

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The world of lending options today is much different than ever before. An entrepreneur seeking capital now has exponentially more choices than have ever been available. Non-traditional sources are increasing in popularity, with peer-to-peer lending often leading the way. Filene investigated the major providers of peer-based lending and analyzed the opportunity that might exist for credit unions in that space.

A | Plastic Card Fraud

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Even with the growing popularity of mobile payments and the added security of “chip cards”, plastic card fraud is still rampant. What can you do to reduce your credit union’s plastic card fraud vulnerability and liability? To find the best way to deal with fraudulent transactions, start by knowing your credit union’s options, rights, and responsibilities. Join Becky Garton and Robert Jarosinski from CUNA Mutual Group as they discuss the fraud epidemic, strategies for fighting it, and ways to measure the effectiveness of your fight.

A | Principles of a Great Loan Interview

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Too often we treat loan interviews as transactions instead of opportunities.  The loan interview is the first step in building a performing loan. When you’re interviewing a loan applicant, the questions you ask and the answers you receive can tip the scales from a loan denial to an approval ifyou have the interviewing skills to get all the information you need to determine creditworthiness.

A | Principles of Evaluating Consumer Risk (Underwriting)

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In this session, you will learn the principles of effective underwriting for consumer lending. Next to the CEO and CFO at the credit union, underwriters have the biggest impact on the bottom-line of the credit union. Consumer lending is a hyper competitive business and in order to be relevant in this space today credit unions must understand how to properly evaluate risk.

A | Reading & Understanding Income Tax Returns

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How do you calculate a self-employed borrower’s actual cash flow and ability to repay a loan? Tim Harrington, CPA, will help take the mystery out of your borrowers’ tax returns. You will learn how to ‘Cash Flow’ a personal Federal Form 1040 including, Sole Proprietor Income (Schedule C), Capital Gains and Losses (Schedule D), Rental and Royalty Income (Schedule E page 1), Partnership and S Corporation Income (Schedule E page 2) and more.

A | Regulation B: Equal Credit Opportunity Act

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Have you and your credit union perfected the application process, with established procedures for reviewing and evaluating application information and consistently documenting credit decisions?Get the confidence to know you are in compliance. Let credit union compliance expert Tonia Taylor from PolicyWorks LLC give you the knowledge and tools you need to comply with the detailed requirements within Equal Credit Opportunity Act and avoid potential fair lending violations.

A | Regulation V: Fair Credit Reporting Act

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Designed to implement the Fair Credit Reporting Act (FCRA), Regulation V was enacted to ensure the accuracy and integrity of information maintained by consumer reporting agencies. It regulates the collection and use of consumer information and helps protect consumers from the inclusion of inaccurate information in their consumer credit report. In this webinar, Michael Christians of PolicyWorks LLC will discuss your credit union’s responsibilities under Regulation V. You’ll learn about:

A | Regulation Z: Truth in Lending Act (TILA) Compliance

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The Truth in Lending Act, implemented by Regulation Z, was enacted to promote the informed use of consumer credit by requiring disclosures about its terms and costs. The Act also contains a number of substantive protections. Regulation Z, the Truth in Lending Act (TILA), protects consumers against inaccurate and unfair credit billing and credit card practices. It requires your credit union to provide borrowers with loan cost information so that they can comparison shop for certain types of loans.

A | Reverse Mortgages 101 - The Myths and Facts

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Your senior members and their families are asking you about reverse mortgages. What do you tell them?  This webinar will explain how a reverse mortgage works, who ‘qualifies’, what property types are eligible, what your member’s program choices are, how much they cost, and more. You will have the opportunity to ask questions.

A | S.A.F.E. Act & Other Loan Originator Requirements

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The Secure and Fair Enforcement for Mortgage Licensing Act (S.A.F.E.) is only one of the laws and regulations that employees who work in the mortgage department at the credit union have to be mindful of. The S.A.F.E. Act requires individual credit union employees who engage in residential mortgage loan origination to register with the Nationwide Mortgage Licensing System and Registry.

Even if you do not have to register under the S.A.F.E. Act, you are very likely covered by the similar requirements found in Regulation Z. In addition, there are certain restrictions and requirements related to appraisals, compensation, steering and approval and funding of loans. In this program, credit union compliance professional Mary-Lou Heighes will help you determine if your credit union must comply with the S.A.F.E. Act rules, and review the other regulatory requirements and restrictions

A | Skip Tracing

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When delinquent borrowers or negative accountholders hide from your credit union, what resources and tools can help you locate them?
Even when loan or account documentation is sketchy, you can turn to the many Internet tools and locator resources that experienced skip tracers use. Presenter Rick Menton will show you the most effective and efficient ways to find missing members and help avert potential losses.

A | Smart Phone Lending and the Demise of Paper Loans

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Millennial members of your CU have no patience for 20th-century, in-person lending customs. They want to shop for, apply for, and obtain loans electronically, with a minimum of eye contact and no need to hunt a parking space. They will have what they want – if not from your CU, then from a competitor. ATMs are for geezers without smartphones. 

A | Snipers, Steamrollers, & Chronic Complainers: Dealing with Difficult People

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Managing or working with difficult people can challenge even the best professional. By discovering why difficult people are difficult and what to say (and what not to say) when working with them, teamwork is enhanced and productivity soars. Stop letting difficult people hijack success and get on with business!

A | Social Media: Driving Business Through Engagement

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In the digital age, engaging via social channels is a consumer expectation. In this session, Chad Helminak of the Filene Research Institute shares ideas on how to form a social strategy that broadens your organization’s reach and involves the entire team. You’ll get tools your credit union can utilize to successfully leverage social media for stronger business results. This integrated approach across functional areas will address recruiting, member service, sales, marketing, public relations, and even product development, as Mr. Helminak discusses:

A | Staying Relevant in the Lending Marketplace

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Many credit unions have once again become savings institutions. Some are seeing loan portfolios stagnate while deposits keep flowing in, sometimes at breakneck speed. At the same time, many borrowers have seen their income stagnate as well or they’ve seen their credit scores decline, reducing their traditional creditworthiness. Credit union staff members have been so busy taking deposits, collecting loans, handling back office duties, and meeting regulatory requirements that they may have taken their eye off the ball.

A | Tax Reform and Its Potential Impact on Member Behaviors

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Dr. Robert Eyler provides economic insight to the new tax reform act passed late in 2017 and its potential effects on credit unions due to effects on members.  Personal taxes, corporate taxes, real estate, both homes and commercial, have all been affected in different ways by changes in the tax code.  Also, not all changes take effect right away, and there is a sunset date in place. 

A | Ten Steps to Attract New Members & Loans

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In a challenging economy with stagnant loan growth and low consumer confidence, successful credit unions must find ways to refresh and elevate their lending programs to ensure growth and profitability.

A | Ten Steps to Relentless Loan Growth

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Discover a 10-step plan of action to help your credit union maximize loan growth and profitability and minimize delinquencies while increasing membership loyalty. This plan of action includes creative lending strategies; low cost effective marketing strategies to capture more loan opportunities; and innovative programs and initiatives to increase loan opportunities and profitability.

A | The ABCs of Loan Participation

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This introduction to loan participation is the first part in a three-part series to help credit unions who are looking to engage expanding their loan portfolios to include loan participation. Jeff Hamilton of Catalyst Corporate FCU, along with credit union CEOs who are actively using loan participation will explore the basics between loan participation and traditional investments.

A | The Art of Asking Questions: Your Key to Credit Union Sales

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Sales is not about telling the member what you want to say. It’s about listening carefully to what they are saying and then asking questions to determine their needs. In this highly interactive session member service expert Teresa Allen will help you learn about:

A | The Lending Model that Maximizes ROA

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The vast majority of credit unions were not “Born Digital”. With one foot in the past and one in the future, many credit unions struggle with attracting and growing direct loans. Learn how the most successful credit unions are maximizing remote delivery to increase sales. “Convenience” has been redefined.

A | Top 10 Things to Impact Your Credit Union Lending Culture

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This interactive session will deliver techniques to improve your lending culture and improve employee engagement. In today’s competitive lending environment, most credit unions focus on how to get more loans in the door rather than look at the internal processes and the loan opportunities we are missing today in our credit unions. You’ll learn how to combine these techniques with proper implementation and execution to make all the difference in your lending and create a winning lending program.

A | Trends in Remote Delivery of Credit Union Services

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The days of walking into a branch to conduct all your business are limited. The adoption of E-Sign technologies and remote delivery of service and sales are helping credit unions improve their bottom lines while delivering modern services.

A | Turning Financial Literacy into Loan Opportunities

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In today’s economy, credit unions are competing with small and large banks for market share.  Learn what you can do to become more relevant in the community and increase loan opportunities. 

A | UDAAP: Do You Know It When You See It?

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In this important session, Michael Christians of PolicyWorks will help you:

  • Gain a better understanding of what constitutes an unfair, deceptive or abusive act or practice
  • Identify areas of the credit union where UDAAP risk is most prevalent
  • Learn first-hand about UDAAP risk through case study analysis; and
  • Acquire tips and tricks that will help their institution mitigate UDAAP risk

A | Verifying Borrowers' Income Using Tax Returns

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With credit unions diversifying their fields of membership, a growing number of members who are seeking loans are self-employed. Loan officers are proficient at qualifying members with pay stubs, but what do they do when a member offers them a tax return to verify income?

This course makes the process of analyzing tax returns remarkably simple by providing careful instruction and frequent examples. Loan officers will quickly learn how to obtain a monthly net or gross income from a tax return. Analysis forms and instructions are supplied to each participant.

A | What Zillow's Move Into the Mortgage Business Means for Credit Unions

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Real estate industry disruptor Zillow made big news when it announced it had acquired Mortgage Lenders of America. The digital firm’s step – or rather, leap – into the lending space has quite a few traditional lenders wondering, what does this mean for us?

A | When a Borrower Dies - Common Mistakes Made by Credit Unions

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Join Bruce Pearson and Robert Wilkins as they navigate through the pitfalls of deceased member loans. From their experience, they have seen several common problems and will share with you relevant how-to advice.

A | Winning Lending Strategies for Your Call Center

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The vast majority of credit unions were not “Born Digital”.  With one foot in the past and one in the future, many credit unions struggle with attracting and growing direct loans.  Learn how the most successful credit unions are maximizing remote delivery to increase sales.  “Convenience” has been redefined.

 

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