eSchool, Recorded

Lending eSchool 2023

Recording Access Availability: November 21, 2023 to October 31, 2024

One of the important ways credit unions serve their members is through offering critical and dynamic lending services. Are you looking to update and refresh your approach to lending to best serve your members?

Join us for five sessions at this year’s Lending eSchool where we will explore a variety of topics impacting credit union lending services, operations, and fair lending compliance.

This event is endorsed by Lending Council.

Who should attend?

Lenders of all experience levels, as well as those who aspire to be future credit union lenders, will benefit from the information shared during these virtual sessions. Lending operations and support staff along with lending compliance personnel will also find value in attending this eSchool.

Sessions

Monday, November 20, 2023 // 11:00 a.m. – 12:00 p.m. CT
Speaker: Jeff Rendel

From the initial days of one room operations to today’s digital-first strategic models, credit unions have expanded from a set of micro-ventures to respected competitors in financial services. Enter FinTech, volatility, cutting-edge competition, and ever-expanding options; and the retail and small business marketplace is ready for a different kind of financial partner. With disruptive lending models, learn how scores of credit unions are leading through innovation, collaborating with industry partners, and growing toward new sets of opportunities with lending as the principal point of focus.

Monday, November 27, 2023 // 11:00 a.m. – 12:00 p.m. CT
Speaker: Jim Bullard

Delinquencies and repossessions are on the rise as we anticipate a recession. A top priority for credit unions is how to best prepare and minimize the potential for losses. Hear from TruStage’s risk expert, Jim Bullard, as he addresses:

How to allocate/re-allocate resources for the impact of the recession.
How to effectively review your repossession procedures and member-communications are compliant and up-to-date.
How to address the CFPB’s focus on payment to convenience (pay to pay) fees and implement best practices to avoid regulatory scrutiny.

Thursday, November 30, 2023 // 11:00 a.m. – 12:00 p.m.
Speaker: Jim Bullard

The physical configurations of the branch will impact staffing, security, and member channel preference. Join Jim Bullard from TruStage to discuss:

How to upgrade the physical branch to meet member expectations related to technology, data, and design.
How to increase branch traffic with digital tools and advisory capabilities to improve member accessibility options and embrace automation.
How to improve the member experience with a combination of technology and branch service.
Why small credit unions should embrace technology for loan growth.

Monday, December 11, 2023 // 11:00 a.m. – 12:00 p.m. CT
Speaker: Dana Ginsburg

Join us to hear the latest in trending fair lending hot topics, examination priorities, and compliance management. A variety of topics fall under fair lending and how we incorporate these important lending requirements into credit union policies, procedures, and day-to-day operations will be discussed.

Thursday, December 14, 2023 // 11:00 a.m. – 12:00 p.m. CT
Speaker: Dana Ginsburg

We will continue discussing this important topic from the previous session and how fair lending applies to more than just home mortgages, so regardless of whether you are a HMDA-reporter or not, you need up-to-the minute information and training from industry experts to help ensure your fair lending program and practices meet (and perhaps exceed!) regulatory expectations.

Additional Information

Need help accessing member pricing? Contact 800-356-9655 or hello@americascreditunions.org.