New Advanced Consumer Lending Topics Explored During Revamped On-Site Offering

CUNA
March 28, 2008 | COMMENTS

Learn the latest lending practices and trends and acquire the advanced skills necessary to implement a competitive consumer lending program during the recently updated advanced session of CUNA’s Consumer Lending School, in the May on-site offerings schedule.

CONSUMER LENDING SCHOOL: ADVANCED takes place May 5-8 in San Francisco, running concurrently with CONSUMER LENDING SCHOOL: FOUNDATIONS. Advanced teaches the basics and beyond, and provides an ongoing educational opportunity for credit union lending staff and managers. The school includes an all-new topic lineup, which covers: emerging technologies to boost loan volume, mobile marketing, communicating promotions, supervisory skills, generational management, and disaster planning. In Foundations, attendees learn about consumer-lending basics, compliance and regulation issues, service-based selling, identity theft and fraud, and tools to help build long-term lending relationships with members.

Other CUNA on-site offerings taking place in May 2008 are:

Learn the latest Bank Secrecy Act (BSA) issues and help satisfy statutory and regulatory training requirements at the BANK SECRECY ACT CONFERENCE, taking place May 18-21 in Washington, D.C. The conference, offered jointly by CUNA and the National Association of State Credit Union Supervisors (NASCUS), will bring together compliance officers, examiners, regulators, and industry experts for frank discussions on operational compliance, trends, and overviews of common mistakes. New topics include: developing an organization-wide BSA risk assessment, importance of BSA due diligence prior to a merger, shared branching considerations, automated clearing house and wire issues, and the potential problems of alternative payment methods.

CU FINANCE FOR NON-FINANCIAL MANAGERS AND VOLUNTEERS helps volunteers and professionals without a background in accounting or finance to better understand their credit union’s numbers. Scheduled May 4-7 in Denver, students will start with the basics of accounting and transition to financial statements; asset-liability management; and rates, risk and return.

Security officers, managers, internal auditors, and volunteers can learn to prepare for and handle any potential credit union disaster – large or small – during the DISASTER PREPAREDNESS AND RECOVERY CONFERENCE, taking place May 19-21 in San Francisco. In addition to a comprehensive understanding of business continuity planning, the conference will also explore storm tracking, working with local government, business impact analysis, and communicating with key publics. Attendees will become part of a recovery team to work on a business continuity challenge in order to practice making critical decisions and working with the emergency operations center.

Orlando Magic co-founder Pat Williams will offer his techniques for increasing productivity in a leadership capacity during his keynote address at the CUNA CHIEF FINANCIAL OFFICERS (CFO) COUNCIL CONFERENCE AND ROUNDTABLE, May 18-21, in Fort Myers, Fla. Some additional topics include: loan and deposit pricing, merger accounting, conflict resolution, indirect lending, call reports, software innovations, community involvement, and purchasing insurance coverage.

For more information on these or other learning opportunities offered by CUNA, visit training.cuna.org or call (800) 356-9655, ext. 4249.