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

 

July

Cross Council Event Schedule

Date Discipline Title Type Tuition  
 
07.09.2019
TECH
O & ME
M & BD
LENDING
HR & OD
CEO
FINANCE
 

CUNA Awareness Update

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07.16.2019
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Thomson Reuters Checkpoint Training

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07.18.2019
TECH
 

The 2019 Credit Union Industry Cyber Scorecard

ROUNDTABLEFree for Council membersRegister
 
 
07.23.2019
TECH
O & ME
M & BD
LENDING
HR & OD
CEO
FINANCE
 

Councils Community + File Library Tour

ROUNDTABLEFree for Council membersRegister
 
 
07.22.2019 07.25.2019
LENDING
 

CUNA Business Lending Certification School

SCHOOLVaries – See Registration PageRegister
More Info
 
07.28.2019 07.31.2019
HR & OD
 

CUNA HR Compliance Certification School with CUDoctor

SCHOOL$1,395 ($1,595 after 05/28/2019) Council members get 10% offRegister
More Info