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Think, Track and Cross Sell Like a Dealer... Learn More at Upcoming Southwest Lending Conference
Thursday, April 10, 2014 6:45 AM

Auto dealers sell vehicles. Credit unions sell loans. Both offer back-end products. How does your credit union stack up? That is a question Mark Schultz and Galli Davis will ask credit union lending professionals at the Cornerstone Credit Union League’s Southwest Lending Conference May 14-15 in Austin, Texas. This premier conference affords lending professionals the opportunity to stay abreast of regulatory updates; explore lending strategies, and network with other lending professionals in our region. Online registration is now available.

Shultz and Davis’ engaging session, “Think, Track and Cross Sell Like a Dealer,” examines what credit unions can learn from dealers in regards to tracking opportunities generated, closing ratios, and income.

Other educational sessions at this year’s conference include:

  • Impact of CFPB Mortgage Changes with Wallace Jones, CU Members Mortgage

This session reviews the mortgage related regulatory changes that occurred in January 2014 and the impact they have had to date on the industry. It also covers the new RESPA/TILA rule that will go into effect August of 2015 and its impact on systems, procedures and the member.

  • How Marketing Analytics Will Change the Way You Lend with Dave Gilbert, Visible Equity

Deciding on what types of loans to make, who to make the loans to, and how to most effectively go about reaching these potential members can be challenging, to say the least. In this session, Gilbert will discuss how analyzing marketing and lending data will reshape your marketing, transform your decision process, and just might change the way you lend.

  • Using Social Media to Promote Your Products with Wendy Bryant-Beswick, Generations FCU

Many financial institutions are now using social media but without a strategy and a method to promote products with the goal of lead generation. In this session, you learn how to leverage the power of social media and go beyond community posts and promote services and products with bottom line results. Among other things, this session will focus on how to establish your strategy and set objectives and goals; content opportunities and understanding frequency, and promoting your products

For additional information, including online registration, please visit If you have any questions, please contact Training & Events, at (469) 385-6630 or (800) 442-5762, ext. 6630.

Educational grants are available through the Cornerstone Credit Union Foundation. To learn more, please visit