Roundtable Event

Hot Topics in Member Business Lending

04.11.2019 - 04.11.2019 (lending)

1 pm central Online via Adobe Connect

Access the Slides

 

Commercial lending is becoming a more attractive option for credit unions to both better serve their communities and their bottom line.  Whether you are new to MBL or already actively pursuing these opportunities, we’re bringing you a fast-paced, idea packed tag team session with two leaders in lending.  One is even a Lending Council Alumni, our Emeritus Chair Bob Stowell. 

Don’t miss this to learn about:

  • Managing risk in a rising rate environment
  • The difference between CRE and C&I Lending
  • How to take your credit presentation to the next level
  • Staffing in house vs working with a CUSO

Meet Your Speakers:

Bob Stowell Bob Stowell – Retired COO, Firefly Credit Union, Past Chair, CUNA Lending Council
 Executive Management Consultant - DFTC and Senior Consultant - Performance Insights 

Through DFTC, Bob offers independent loan review services, financial training, and consulting to credit unions and CUSOs on risk management and MBL program management.  Bob has over 30 years of experience in financial services having worked for one of the largest banks in the country in operations, retail and commercial lending. He then served as COO of a large credit union managing all lending (commercial, consumer and mortgage), wealth management, training, call center, card services and operations. Bob is the Immediate Past Chair of the CUNA Lending Council; led the MBL Roundtable for many years at the annual CUNA Lending Conference;  and has provided comment to NCUA and CUNA regarding advanced notice of proposed Member Business Lending (MBL) rule-making.   

 

 

Dana SumnerDana Sumner - President, CEO - DFTC Inc.

After over 30 years as a commercial lender, in 2003, Dana started Development Finance Training and Consulting, Inc. to offer commercial loan training and consulting services. He has trained thousands of lenders across the country in the areas of portfolio management, risk management, ALLL management, credit analysis, loan underwriting, problem loan resolution, documentation, financial analysis and entrepreneurial assistance. Dana serves as a Board member for his local credit union and works closely with the World Council of Credit Unions to provide consulting services internationally.

 

This session is Council member-only.  Not a member? Join now.


Register

 

April

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