Roundtable Event

Risk Based Lending: Part 2 – Three Credit Union Perspectives

05.14.2018 - 05.14.2018 (o & me)

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

 

September

Cross Council Event Schedule

Date Discipline Title Type Tuition  
 
09.05.2019 09.06.2019
FINANCE
 

CUNA Current Expected Credit Loss (CECL) School

SCHOOL$895 ($1,095 after 07/05/2019) Council members get 10% offRegister
More Info
 
09.09.2019 09.12.2019
FINANCE
 

CUNA Financial Management School

SCHOOLEssentials or Advanced – See Registration PageRegister
More Info
 
09.08.2019 09.13.2019
LENDING
O & ME
 

CUNA Regulatory Compliance Certification Schools

SCHOOLVaries – See Registration PageRegister
More Info
 
09.11.2019 09.14.2019
TECH
 

2019 CUNA Technology Council Conference

CONFERENCESee Conference Page for RatesRegister
More Info
 
09.11.2019 09.14.2019
O & ME
 

2019 CUNA Operations & Member Experience Council Conference

CONFERENCESee Conference Page for RatesRegister
More Info
 
09.19.2019
HR & OD
 

Great Ideas from Excellence Award Winners

ROUNDTABLEFree for Council membersRegister
 
 
09.30.2019
CEO
FINANCE
HR & OD
LENDING
M & BD
O & ME
TECH
 

Transform for the Future with the Power of Data Analytics

ROUNDTABLEFree for Council members