CUNA Consumer & Mortgage Lending School – Day 1

March 29, 2010 Las Vegas, NV
8:00 a.m. – 4:00 p.m. Local Time

Cost: $375

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Seminar Overview

New this year! CUNA Consumer Lending School and CUNA Mortgage Lending School have combined for the ultimate training event for lenders! Breakout sessions will be offered for customized training.

To meet today's competitive lending demands, your credit union needs lending professionals who have an eye on the current economy and have a vision for your credit union's success. Ensure your credit union is ready to tackle 2010 by attending CUNA Consumer & Mortgage Lending School — Day 1, which features seminars on leadership, strategic mortgage lending, and the latest regulations that affect you.

Of related interest:
CUNA Consumer & Mortgage Lending School - Day 2
CUNA Consumer & Mortgage Lending School - Day 3
CUNA Consumer & Mortgage Lending School - Day 4

This seminar is part of the CUNA Consumer & Mortgage Lending School . Click here for additional seminars on this topic.

Location Information


LOCATION
MGM GRAND LAS VEGAS
3799 Las Vegas Blvd S
Las Vegas, NV 89109-4319
Phone: (702) 891-1111
Reservations: (800) 929-1111
Fax: (702) 891-3036


AIRLINE INFORMATION
Delta Air Lines offers special benefits for CUNA including discounts on fares and a person-to-person reservation service. To make reservations, call Delta Meeting Network reservations at 800-328-1111, Monday through Friday, 7:00 a.m. — 7:00 p.m. Central Time. Refer to File Meeting Code NM6P2.

Topics & Objectives

TOPICS & OBJECTIVES

Leadership Isn't Always About the Title (General Session)

  • Discuss the keys of a true leader
  • Gain a better understanding about the difference between leadership and management
  • Establish your role in helping those lead that have the formal title
  • Learn how to be a leader in all areas of your life

A Strategic Approach to Mortgage Lending (Breakout Sessions)

  • Learn why mortgage lending is crucial for credit unions
  • Analyze what should be included when building a first mortgage strategy
  • Explore the keys to developing an effective loan policy
  • Gain a better understanding of the secondary market and how to make it work for you

Basics of Consumer Lending (Breakout Sessions)

  • Learn what a credit score means and how to evaluate it
  • Understand seven ways to analyze a loan, guaranteed to make your job easier
  • Discover important items to review before making a loan decision and improve the financial health of your credit union
  • Discuss seven tips on how to protect your credit
  • Receive a "FREE" rescue rate calculator, which is an easy to use method to gain loans

Regulations for the Experienced Consumer Lender (Breakout Sessions)

  • Gain a better understanding of the newest lending regulations as well as those that have changed recently, such as FACT Act, Regulation Z, and the new Credit Card Accountably, Responsibility, & Disclosure Act
  • Discuss pending regulatory changes that will impact credit unions Regulation C, RESPA, Mortgage Disclosure Improvement Act, and the SAFE Mortgage Licensing Act
  • Learn how to manage your credit union’s risk by avoiding potential fines, penalties, and lawsuits

Who Should Attend

This school is beneficial for all lenders who want to meet today's competitive lending demands.

Affiliation with CUNA/League is required for attendance.

Instructors

INSTRUCTORS


Tracy Jean Ashfield

Tracy founded Strategic Mortgage Solutions (SMS) in 2001, which she later merged into Prime Alliance Solutions, Inc., and served as executive vice president. Currently, Tracy is President of Ashfield and Associates, which helps credit unions with mortgage lending strategy, development, policies, product design, training and strategic planning.

In addition to working with credit unions and CUSOs, Tracy works with the NCUA and NASCUS to provide training and education in the area of residential mortgage lending. Tracy has helped the largest mortgage granting credit unions enhance their programs while helping those new to mortgage lending develop business strategies that have propelled them into efficient, profitable real estate lenders.

Tracy is the co-author of Credit Union Mortgage Strategies: The Best Never Rest and numerous other periodicals on credit union lending strategies.

   



Woody Hodgdon, CUCE, BSACS

Woody is the founder of W & D Adventures, LLC and Regulations A-Z & More. He has been a national compliance presenter for more than 17 years and recently retired from Addison Avenue Federal Credit Union after 28 years. Woody was most recently the national compliance manager at Addison Avenue and was located in their Loveland, Colorado branch. He spent three years as an agent for CUNA Mutual in northern Colorado prior to starting his management career with credit unions. Woody has been involved in credit union management, operations, marketing and compliance issues for more than 30 years and has also held jobs as interim credit union manager, vice president of operations, branch manager, marketing manager, collection & compliance manager and senior loan officer.

Cancellations

CANCELLATIONS
The last day for cancellations was March 21, 2010. 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.

For more program content information, call 800-356-9655, ext. 4249, or e-mail training@cuna.coop.

For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.




100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

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