Roundtable Event

Risk Based Lending: Part 2 – Three Credit Union Perspectives

05.14.2018 - 05.14.2018 (ceo)

1 pm central Online via Adobe Connect

Access the Slides

View Part 1 of this series

Written Executive Summary


Hear from three credit unions who have launched, rebooted, and grown modest means loan programs and how it impacted members and the bottom line.  Find out what works, and what definitely doesn’t! 

Our panelists will talk about everything from data analytics, portfolio analysis, and credit migration to underwriting, closing, monitoring and collections. We’ll also touch on offerings beyond auto lending, like short term small dollar loans and credit building programs.  Leave with great ideas about how to implement these ideas in your community. 

Meet Our Speakers: 


  • Betsy Sommers, Senior Vice President,  Seasons FCU - Middletown, CT,  $160M asset size
  • Nina Myers, VP of Operations, Fitzsimons FCU – Aurora, CO, $180M asset size
    (Winner of a 2017 Excellence in Lending Award for Low and Modest Means Loans)
  • Jim Brown, Director of Retail Lending, University FCU – Austin, TX, $2.2B asset size



Cross Council Event Schedule

Date Discipline Title Type Tuition  

Thomson Reuters Checkpoint Training

ROUNDTABLEFree for Council members 
03.08.2019 04.05.2019
O & ME

CUNA Coaching Conversations eSchool

ESCHOOL$695 ($895 after 2/8/19) Council members get 10% off.Register
More Info

The 2019 CIO Agenda: Securing a New Foundation

ROUNDTABLEFree for Council membersRegister
03.20.2019 03.23.2019
M & BD

2019 CUNA Marketing & Business Development Council Conference

CONFERENCESee Conference Page for RatesRegister
More Info

Are you on track in your CECL Journey?

ROUNDTABLEFree for Council membersRegister
03.25.2019 03.28.2019
O & ME

CUNA & ACUIA Internal Audit Certification School

SCHOOL$1595, $1795 after 1/25/19. Council members get 10% offRegister
More Info