2014 Lending Seminar

Comprehensive Lending 101 - Getting Better at What You Do!

The seminar covers the 5 influential factors of a credit score and how to discuss credit truths with members. It discusses essential interview skills and applicable underwriting methods that will assist staff in making more loans while mitigating risk, including how to increase C, D and E paper loans while controlling delinquency.

Proper notes and documentation will be discussed as we incorporate a few loan workshop scenarios that will put attendee’s skills to the test.

It also discusses collateral loan structure and auto loan recapture through cross-selling and best practice programs including how to cancel dealer products, and wrap up with focus on ancillary productivity and its role in credit unions today.

Who Should Attend?

Presidents/CEOs/managers, lending executive and managers, lending staff,  and any other credit union staff exposed to lending in general would benefit from this seminar.

Date & Location

Little Rock - Tuesday, July 29, 2014
Register Online
Early bird deadline: July 8, 2014
Arkansas Credit Union Association
102 W. Capitol Ave.
Little Rock, AR 72201
501-376-6508
Lodging Offers

Dallas - Tuesday, October 28, 2014
Register Online
Early bird deadline: October 7, 2014
Cornerstone Credit Union League office
10th Floor Boardroom
4455 LBJ Freeway
Farmers Branch, TX 75244
469-385-6630
Lodging Offers

Business casual dress is appropriate. Bring a jacket or sweater as room temperatures vary.

Schedule

8:30 a.m. - 9:00 a.m. Registration & Continental Breakfast
9:00 am - Noon Session
Noon - 1:00 p.m. Networking Lunch (provided)
1:00 p.m. - 4:00 p.m. Session

*includes two refreshment breaks

Presenter - Galli Davis

Galli Davis is the lending and sales training specialist for ASG Results in Conroe, Texas. He has 14 years in lending and sales experience in the credit union industry, having held vice president of lending, consultant and trainer positions. A graduate of Southwest CUNA Management School and a former finance manager at a high volume Ford dealership, Galli is a sought after speaker and consultant by credit unions interested in safely growing their loan portfolios. A former school teacher with a bachelor's degree in education, Galli has spoken at conferences and credit unions across the southwest and consistently receives high marks due to his innovative thinking and ability to motivate loan staff.

CPE Credits

Certified Public Accountants (CPAs) may earn continuing education credits (CPE) in accordance with each state’s Board of Public Accountancy standards and guidelines:

Arkansas CPAs

Oklahoma CPAs

Texas CPAs - The Cornerstone Credit Union League is registered with the Texas State Board of Public Accountancy (TSBPA) as a sponsor of continuing professional education on the State Registry of CPE Sponsor. Certified Public Accountants (CPAs) may earn up to 6.5 continuing education credits (CPE) for each seminar. No advance preparation or prerequisites are required. The state board of accountancy has final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to: Texas State Board of Public Accountancy/333 Guadalupe - Tower 3, Suite 900/Austin, TX 78701-3900

Administrative policies, such as complaint or refund, please contact the league at 800-442-5762 ext. 6634.

Educational Investment

Fee Per Person/Per Day

Early Bird - $299
Regular Rate - $349

Walk-ins accommodated on a space available basis. Your investment includes instruction, extensive handouts, continental breakfast, networking lunch, and two refreshment breaks.

Registrant Cancellation Policy

Substitutions are always welcome. Registration fee refunds (less a $50 processing fee per person/per seminar) are granted for cancellations received in writing two weeks prior to the seminar.

Seminar Cancellation Policy

Locations with less than 20 registrants two weeks out may be cancelled. In the event of cancellation, all registrants will be notified.

Grant Assistance

The Cornerstone Credit Union Foundation is accepting scholarship applications for League training events based on financial need. Applications must be received by the quarterly application deadline. Contact the Foundation at 800-953-8283 or visit their website for more information.

Questions?

Call 800-442-5762 ext. 6639 or 469-385-6639 or email Cristina Lau at clau@cornerstoneleague.coop.

If you have physical, medical or dietary needs requiring special attention, please contact us for proper arrangements to be made. For more information regarding administrative policies, such as complaint or refund, please contact us at 800-442-5762 ext. 6630.