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Lending

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What to Do When Your Member Dies

OnDemand
  • Recorded Tue, June 14, 2022
  • Presented by Terri D. Thomas
Terri D. Thomas
$279.00

What to Do When Your Member Dies

OnDemand
  • Recorded Tue, June 14, 2022
  • Presented by Terri D. Thomas

Deposit, Lending, Risk Management/Legal

This webinar provides best practices for a credit union that is dealing with a member's death.

Lending 101

Upcoming
  • Wed, October 04, 2023
  • Presented by Anne Lolley
Anne Lolley
$279.00

Lending 101

Upcoming
  • Wed, October 04, 2023
  • Presented by Anne Lolley

Compliance, Lending

In this unique webinar, Anne Lolley will provide an overview of federal compliance laws. This is a great training tool for newer lenders and processors, and the webinar will help even experienced bankers understand the source of the various requirements.

Demystifying Trusts: A Guide to Establishing ...

Upcoming
  • Tue, October 10, 2023
  • Presented by Terri D. Thomas
Terri D. Thomas
$279.00

Demystifying Trusts: A Guide to Establishing Deposit Account and Loans

Upcoming
  • Tue, October 10, 2023
  • Presented by Terri D. Thomas

Compliance, Customer Service, Deposit, Lending, Trusts

This webinar will provide attendees with information on doing business with trusts, including the best practices in establishing deposit account and loan relationships.


Lending 101

OnDemand
  • Recorded Wed, May 11, 2022
  • Presented by Anne Lolley
Anne Lolley
$279.00

Lending 101

OnDemand
  • Recorded Wed, May 11, 2022
  • Presented by Anne Lolley

Compliance, Lending, Risk Management/Legal

In this unique webinar, Anne Lolley will provide an overview of federal compliance laws.

Intro to Consumer Lending

OnDemand
  • Recorded Mon, March 07, 2022
  • Presented by David Osburn
David Osburn
$279.00

Intro to Consumer Lending

OnDemand
  • Recorded Mon, March 07, 2022
  • Presented by David Osburn

Lending

The webinar will cover the basics of consumer lending including the consumer loan function, marketing consumer loans, and making consumer lending decisions based on the five (5) C’s of credit- capacity, capital, collateral, conditions, and character.

Fair Lending - 2 Part Series

Upcoming
  • Mon, October 16, 2023
  • Presented by Carl Pry
Carl Pry
$509.00

Fair Lending - 2 Part Series

Upcoming
  • Mon, October 16, 2023
  • Presented by Carl Pry

Auditing, Compliance, Lending, Lending Compliance, Risk Management/Legal

In this 2-part webinar, we’ll go in-depth with a discussion of fair lending principles, expectations, and techniques. We’ll explore what’s new in the area of fair lending, to new interpretations of protected classes, to future potential legislation. We’ll also cover aspects of formulating and maintaining an effective fair lending risk assessment, a critical component of an institution’s fair lending compliance program. We’ll also explore the many risks and hot spots to monitor for fair lending, and discuss how to best comply with the new requirements and expectations. We’ll ensure you’re ready for your next fair lending compliance examination so you can put your best foot forward.


Maximizing Utilization of the SBA 7(a) Loan G...

OnDemand
  • Recorded Tue, September 12, 2023
  • Presented by Michael Ryan
Michael Ryan
$179.00

Manage Your Sales Pipeline so it is Not a Pip...

OnDemand
  • Recorded Fri, September 15, 2023
  • Presented by Dan Fischer
Dan Fischer
$179.00

Manage Your Sales Pipeline so it is Not a Pipe Dream

OnDemand
  • Recorded Fri, September 15, 2023
  • Presented by Dan Fischer

Commercial/Business Lending, Lending, Management/Employee Development, Mortgage Lending, Sales

Can you trust that the opportunities in your sales team’s pipeline are real? The pipeline should be an accurate indicator of future revenue, but more often than not, it is nothing more than a wish list or a pipe dream.

Understanding Revocable and Irrevocable Trust...

OnDemand
  • Recorded Wed, December 07, 2022
  • Presented by Terri D. Thomas
Terri D. Thomas
$279.00

Understanding Revocable and Irrevocable Trust Documents

OnDemand
  • Recorded Wed, December 07, 2022
  • Presented by Terri D. Thomas

Deposit, Lending, Risk Management/Legal

This webinar will provide attendees information on doing business with trusts, including the best practices in establishing deposit account and loan relationships.

 

Fulfill your credit union training needs with webinars

We offer over 100+ webinars per year for credit unions and 300+ webinars for banks covering topics such as compliance, employee development, coaching, BSA/AML, lending, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.

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