CUNA Consumer Lending Foundations eSchool (recorded)

  • Overview

  • Detail

  • Speakers

  • Also Available

  • About

  • Access

  • Sponsor


May. 29, 2013 - Jul. 31, 2014

This recorded event is available until May 29, 2014.

Build long-term lending relationships with members. Attend CUNA Consumer Lending Foundations eSchool and learn the essentials of the lending process as well as best service practices for success in lending. This eSchool also provides dedicated sessions covering lending regulations, credit counseling, creativity in loan development and home equity lending. Prepare for all of your lending responsibilities at once with CUNA Consumer Lending Foundations eSchool.

This event is produced by the CUNA Center for Professional Development and endorsed by the CUNA Lending Council.

Who Should Attend

This eSchool is beneficial for your lending department at your credit union. Affiliation with CUNA/League is required for attendance.

Buy Now $1,295.00
Please view cart for pricing
and product options


May. 29, 2013 - Jul. 31, 2014

The Basics of Lending: Parts 1 & 2

  • Develop basic skills in assessing consumer lending
  • Acquire knowledge of the general principles of safe and sound lending
  • Develop a network of connections with lenders at other credit unions
  • Receive a complimentary risk rate calculator, which is easy to use and a method for gaining new loans

Consumer Lending Regulations: Parts 1 & 2

  • Identify financial risks to the credit union while avoiding fines, penalties, and lawsuits
  • Comply with the numerous lending regulations that impact the credit union's daily lending operation including:
    • Truth in Lending Act and Reg Z
    • The Equal Credit Opportunity Act - Reg B
    • Servicemembers' Civil Relief Act
    • Fair Credit Reporting Act
    • Fair Debt Collection Practices
    • Fact Act
    • Credit Card Act

Credit Counseling & Your Role as a Loan Officer

  • Recognize their role in counseling
  • Identify effective counseling tactics and member communication skills
  • Examine specific counseling actions that lead to member financial wellness
  • Help members understand credit  and how to manage it
  • Consider the implications of loans as a solution to debt

Sales & Service Success

  • Recognize the key skills for successful member interactions
  • Plan for successful member interactions
  • Recognize their role in providing outstanding member service
  • Understand the importance of asking the right questions and listening for opportunities
  • Determine the benefits that best meet member needs
  • Close a basic sale

Developing the Most Creative Loans Ever!

  • Find and make good loans to credit union members
  • Increase knowledge and general principles of new and useful lending best practices
  • Incorporate at least three new ways to increase loans at their credit union.

Home Equity Lending

  • Select appraisal and title companies and closing agents
  • Establish risk factors associated with home equity loans
  • Review the processing and underwriting steps
  • Discuss loan to values, debt ratios, and foreclosure considerations
  • Examine the policies for home equity loans
Buy Now $1,295.00
Please view cart for pricing
and product options


May. 29, 2013 - Jul. 31, 2014

Rory Rowland, CCUE

Rory is a business consultant and dynamic seminar leader specializing in programs on lending, technology, leadership, and communications skills. After serving as president of two credit unions and earning his CCUE, Rory began using his communications skills and specialized background in credit unions to help others in the movement be more effective. Rory has presented his high energy, fun and humorous programs in all 50 states, as well as in Canada and Mexico. Rory is continually one of the most highly rated speakers at state and national associations throughout the country, including many of the credit union leagues conferences throughout the country. He holds an MBA in Finance and a BS degree in Economics. He is a faculty member of the Southwest CUNA management school.

Andrea Stritzke, CUCE

As vice president of Regulatory Compliance for PolicyWorks, Andrea is responsible for the delivery of PolicyWorks' regulatory services and new product development while also working with individual credit unions to provide them with training and counsel on certain regulatory matters. In addition, Andrea assists credit unions with strategic compliance program management and is a nationally recognized speaker on credit union compliance issues. Prior to joining PolicyWorks, Andrea worked as a judicial clerk for the Iowa Court of Appeals.

Jeff Andersen

In working with individual credit unions on a variety of federal regulatory compliance matters, Jeff provides strategic compliance direction while assisting credit unions with the day-to-day implementation and understanding of federal laws and regulations. Jeff also helps credit unions by reviewing disclosures and other materials, as well as conducting training to support credit unions' compliance efforts.

Prior to joining PolicyWorks, Jeff worked at the Dickinson Law Firm in the banking and business law groups and focused his practice on helping financial institutions of all sizes meet their regulatory compliance responsibilities. Jeff received his law degree from the University of Iowa College of Law and his undergraduate degree from Iowa State University. He is a member of the Iowa State Bar Association.

Claudine Oriani

Claudine is chief creative officer for her company, As If Productions. In her role, she customizes comprehensive and entertaining presentations on a variety of topics. Claudine's credit union affinity began in 1993. Her past employers include a CU software vendor, CUNA Mutual, and an Oregon credit union. She now partners closely with CUNA, CU Conferences, many state associations, and individual credit unions to develop their greatest asset.

Rick Menton

Rick is the president of Menton Consulting, Inc., Tulsa, Oklahoma. His consulting practice focuses on providing credit unions with strategic management and planning facilitation, project management assistance, sales training, executive recruitment and seminar and workshop presentations. Prior to forming Menton Consulting, Inc., he spent 23 years with the Minnesota and Oklahoma Credit Union Leagues in senior management positions. Additionally, he has worked as a marketing executive, lender and in collections for credit unions and consumer finance companies.

Nancy McGinnis

Nancy is president of McGinnis Consulting and Performance Consultant on behalf of CUNA Creating Member Loyalty. She has been equipping organizations with the necessary skills to achieve business objectives for over 20 years. As a performance consultant, Nancy guides and supports the sales and service culture for 40+ credit unions.

Nancy spent 2 ½ years as a senior account manager for BAI, where she achieved/exceeded sales goals by prospecting and identifying potential clients. Determining and recommending appropriate solutions was accomplished by clarifying needs, discussing relevant features and benefits and handling objections. She consistently exceeded her retention goal of her existing client base and was ranked #1 Service Provider by her clients.

In her 15 years as an independent consultant, Nancy partnered with account managers at Omega Performance and Advantage Performance to help organizations identify employee performance gaps, present recommendations to key decision makers, and if business is closed, lead the implementation process. This included: providing strategic direction and feedback through consultative meetings, facilitation of training workshops, and measuring results.

Prior to starting her consulting business, Nancy led the corporate training function for Commerce Bancshares, and managed a 125MM retail branch for a legacy bank (Boatmen's) of Bank of America.

Nancy holds a bachelor's degree in Management and Finance from Maryville University in St. Louis, MO. Nancy resides in St. Louis, MO and spends her free time with her husband (Rex), her black Lab (Jax) and is a hospice volunteer.

Buy Now $1,295.00
Please view cart for pricing
and product options


May. 29, 2013 - Jul. 31, 2014

Live Session

This is a recording of an event held May 7, 2013. View upcoming events.


Only interested in a specific topic? Select individual sessions are available for $219-$438 each.

  • The Basics of Lending: Parts 1 & 2
  • Consumer Lending Regulations: Parts 1 & 2
  • Credit Counseling & Your Role as a Loan Officer
  • Sales & Service Success
  • Developing the Most Creative Loans Ever!
  • Home Equity Lending

See a full list of upcoming events.

Buy Now $1,295.00
Please view cart for pricing
and product options


May. 29, 2013 - Jul. 31, 2014

CUNA recorded events allow you to see and hear a presentation and refer to handouts. Attendees also have access to the speaker contact information for asking questions. With topics spanning all credit unions' business areas, CUNA Training Bundle  provides unlimited access to all live and recorded CUNA webinars, eSchools and audio conferences for all staff, managers and board members.

Accessing Your Recorded Event

You need a computer with an Internet connection to participate.

Recorded events are available within 48 hours of the live event. Recorded events can be accessed by anyone at your credit union by logging into My Programs  using your CUNA website username and password.


CUNA Council  members and CUNA Volunteer Network  members receive a $100 discount. Credit unions with less than $50 million in assets receive a $200 discount by applying promo code CUSMALL during checkout. Your final price will be visible at checkout. Only one discount applies.

100% Guarantee

CUNA is committed to providing a quality learning experience. If for some reason you are not fully satisfied, contact us  and we'll provide you a full tuition refund or credit.


Cancellations received in writing (via fax 608-231-4327) before May 29, 2013 are eligible for a refund of the amount paid minus a $200 administrative fee . No refunds will be granted for cancellation requests received on or after May 29, 2013 or for registrations received on or after May 29, 2013. Substitutions are accepted anytime prior to May 29, 2013 at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.

Buy Now $1,295.00
Please view cart for pricing
and product options


May. 29, 2013 - Jul. 31, 2014

After registration, recorded events can be accessed by anyone at your credit union by logging into My Programs using your CUNA website username and password. Recorded events are available within 48 hours of the live event.
Buy Now $1,295.00
Please view cart for pricing
and product options


May. 29, 2013 - Jul. 31, 2014

Here’s your chance to get your brand in front of more credit unions by sponsoring a CUNA eSchool!

To provide more credit union staff the opportunity to hear detailed information regarding their credit union duties, CUNA adapts many of its face-to-face schools into eSchools. Just like face-to-face classes, CUNA eSchools allow attendees to see and hear a presentation, ask questions of the speaker and refer to handouts. eSchools are delivered in three to ten classroom sessions, allowing attendees to integrate their new knowledge into their daily responsibilities.

What does an eSchool sponsorship include?

When you sponsor a CUNA eSchool, your organization will be showcased before and during the event.

Before the event:

  • Inclusion in the email invitations
  • On the website
  • In the marketing emails for the eSchool

During the live eSchool:

  • Promotional slides or video running in the "waiting room" as attendees enter
  • Your logo in a pod
  • A poll question at the end of each session with an opt-in to be contacted by the sponsor

Learn more or request more information.

Buy Now $1,295.00
Please view cart for pricing
and product options