The Great Recession caused many credit unions to become savings institutions. Loan portfolios lessened and deposits increased. Credit unions have been busy taking deposits, collecting loans, handling back-office duties, and meeting regulatory requirements. But how can we get back to helping people and making loans?

Your credit union can make a difference to your members, your field of membership, and your community when they need you the most.  Join us to learn the mind-set and practices needed to make lending your entire reason for existence.  This webinar will address concepts, steps, and products that will get your credit union back into lending.

HIGHLIGHTS

  • An attractive mortgage product that members want and won’t create ALM nightmares
  • How to repackage unsecured and signature loans to make them more attractive to members
  • Profitably meeting the needs of small borrowers
  • Reenergize the staff to find new ways to serve members’ borrowing needs
  • Measure, monitor, and watch loans grow

 

  • TAKE-AWAY TOOLKIT
    • Lenders Tax Analyzer© which allows lenders to obtain a borrower's real cash flow from a Form 1040, including income from rentals, self-employment, farms, partnerships,
      S Corporations, investments, etc. Three tax years are all linked on one report.
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

WHO SHOULD ATTEND?

This informative session is designed for staff in lending, marketing, member service and sales, including chief lending officers, MSRs, FSRs, new accounts personnel, loan officers, loan underwriters, credit analysts, loan processors, branch managers, CEOs, and other key lending staff.

Please note:  The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.

ABOUT THE PRESENTER – Tim Harrington, CPA, TEAM Resources

Tim Harrington is a Certified Public Accountant who specializes in working with community financial institutions.  Since 1996, Tim has been President of TEAM Resources, a firm which provides consulting, strategic planning, and training from coast-to-coast. 

A presenter at over 1,000 financial conferences, seminars, and webinars, Tim has provided consulting and training for hundreds of community financial institutions in nearly every state and four countries.  Tim advises boards and senior management teams on strategy, profitability, and governance and works with staff on leadership and lending.  In addition, he is a faculty member of three financial institution schools and is the author of the popular lending software “Lenders Tax Analyzer” and has taught lending personnel how to obtain monthly income from tax returns since 1992.

THREE REGISTRATION OPTIONS

Note:  All materials are subject to copyright.  Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited.  Print materials may be copied for eligible participants only.

1.  LIVE WEBINAR

The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.  Registrants receive a toll-free number and pass code that will allow entrance to the seminar.  The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, PIN number, and handouts will be emailed to you prior to the broadcast.  You will need the most-current version of Adobe Reader available free at www.adobe.com.

 

Convenient!

Listen to the
archived webinar on your

iPad

iPhone

Android

Instructions will be emailed with the archived webinar link.

2.  ARCHIVED WEBINAR & FREE CD ROM*

Can’t attend the live webinar? The archived webinar is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately one week prior to the webinar, you will receive an email with the archived webinar link. This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.

As an added bonus, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts.  Use the archived webinar or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

The archived webinar (including the free CD ROM) may ONLY be ordered for 6 months following the webinar. Neither will be available after this time.

3.  BOTH LIVE WEBINAR & ARCHIVED WEBINAR (INCLUDES FREE CD ROM*)

Options 1 and 2 described above

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

*CD ROM is for Mac and PC use only

This event is being conducted by CU Web Training on behalf of the Missouri Credit Union Association.   Click here to register:  https://mcua.fed.cuwebtraining.com/store/webinar

September 4th, 2013 2:00 PM   through   3:30 PM

Event Info

When

September 4th, 2013 2:00 PM   through   3:30 PM

Contact

Phone: 314.542.1321

Email:


Help spread the word

Please help us and let your friends, colleagues and followers know about our page: Webinar: Putting the "Credit" Back in Credit Unions: Making Loans Members Want


You can also share the below link in an email or on your website.
https://www.mcua.org/civicrm/event/info?id=400&reset=1&cid=0