CUNA Consumer Lending Foundations eSchool

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May. 07 - May. 29, 2013

2:00-3:30 PM CDT

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.

CUNA Lending Council members receive $100 off this eSchool.

Who Should Attend

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

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May. 07 - May. 29, 2013

2:00-3:30 PM CDT

Class 1 and 2: May 7 & 8, 2013

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

Class 3 and 4: May 14 & 15, 2013

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

Class 5: May 21, 2013

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

Class 6: May 22, 2013

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

Class 7: May 28, 2013

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.

Class 8: May 29, 2013

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
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May. 07 - May. 29, 2013

2:00-3:30 PM CDT

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.

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May. 07 - May. 29, 2013

2:00-3:30 PM CDT

Recorded Event

All live event registrations include credit union access to the recorded event. You may also purchase the recorded event separately. Click here to see more about purchasing the recorded event. Recorded events can be accessed by anyone at a registered credit union through My Programs.


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

  • May 7 & 8: The Basics of Lending: Parts 1 & 2
  • May 14 & 15: Consumer Lending Regulations: Parts 1 & 2
  • May 21: Credit Counseling & Your Role as a Loan Officer
  • May 22: Sales & Service Success
  • May 28: Developing the Most Creative Loans Ever!
  • May 29: Home Equity Lending

See a full list of upcoming events.

Buy Now $1,295.00
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May. 07 - May. 29, 2013

2:00-3:30 PM CDT

CPE Credits logoCUNA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:

CPE Credits: You can earn 14 group Internet-based credits for this eSchool. No advance preparation or prerequisites are required. For more information regarding administrative policies, such as complaint and refund, please contact CUNA at 800-356-9655, ext. 4249. To view all programs that offer CPE credits, click here.

Buy Now $1,295.00
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May. 07 - May. 29, 2013

2:00-3:30 PM CDT

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. With topics spanning all credit unions business areas, CUNA Training Bundle affordably provides unlimited access to all CUNA webinars, eSchools and audio conferences for all staff, managers and board members.

Registration includes credit union access to the recorded event through My Programs.

Connecting to Your eSchool

CUNA webinars use Adobe Connect to provide an interactive and convenient online learning environment. Whether you are a first-time Adobe Connect user, or simply need a refresher, take a short tour. You'll learn how to effectively interact with the speakers and your peers during eschools.

You need a phone and computer with Internet connection. Event connection details will be emailed to registered attendees 24-48 hours prior to the event. If you register for an event on the day it is being held, please call 800-356-9655, ext. 4249 or email for assistance.

Recorded Event

All registrations include credit union access to a recording of this event. Recorded events are available within 48 hours of the live event. Recorded events can be accessed by logging into My Programs using your CUNA website username and password.


Discounts may apply. Your final price will be visible at checkout. Only one discount available per registration.

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 the end of business on April 6, 2013 are eligible for a refund of the amount paid minus a $200 administrative fee. No refunds will be granted for cancellation requests received after April 6, 2013. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.
Buy Now $1,295.00
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