Are We Sleeping with the Enemy or Simply Asleep at the Switch?

Making business loans is one thing, managing the business loan credit portfolio is another. Credit unions that do not risk-rate individual business loans and use independent third party credit reviews are looking for trouble…and they will find it. It is only a matter of time before the regulators make internal risk-rating and independent credit review a requirement for credit unions, just as it currently is for commercial banks and thrift associations. Want to know how to get in front of the curve….and stay there?

Building the Infrastructure to Support Member Business

A “soup to nuts” overview of the required foundation for establishing a successful and sustainable business services culture for the efficient delivery of business loans, deposits and business services.

Proper Care and Feeding of the Member Business Owner

We will teach the stages of the small business life cycle (Wonder, Blunder, Thunder and Plunder) and the products and services that can and should be sold in order to help the business grow and prosper through each stage of its life.

Member Business Lending

Learn all there is to starting a member business lending program, beginning with NCUA Regulation Part 723, all the way through the development of a complete lending offering to your members.

Business Deposits

All of the press is around business lending, but there is real money to be made in deposits as well. Learn about account types, supporting documents and pricing strategies for your business deposit program.