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Lending & Collections Upcoming Training List

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Showing products 1-25 of 31
Tax Refunds: ACH Postings, Exceptions & Financial Institution Liability

non-member: $438.00
CUNA member: $219.00

EW013117

This session will cover the rights and obligations of the financial institution, account holder and tax preparer.

1/31/2017

Upcoming Training
CUNA Regulatory Compliance Certification eSchool: Introduction

non-member: $2,790.00
CUNA member: $1,195.00

ES5RCI17

This eSchool arms you with information to gain a comprehensive understanding of the current regulatory environment. CPE Credits: TBD.

2/7/2017

Upcoming Training
CUNA Business Lending Roundtable

non-member: $2,590.00
CUNA member: $1,295.00

BLRTAZ17

This advanced program combines expert Q&A panels with networking and brainstorming events to provide attendees with an in-depth look into hot business lending topics. CPE Credits: TBD.

2/7/2017

Upcoming Training
E-Lending: Admissibility & Credibility of Electronic Documents Webinar

non-member: $438.00
CUNA member: $219.00

EW020817

Develop your understanding of eLending compliance by attending this webinar hosted by renowned compliance attorney Frank Drake.

2/8/2017

Upcoming Training
Working with Problem Member Business Loans

non-member: $438.00
CUNA member: $219.00

EW021517

Examine steps to pursue when a commercial loan becomes a problem for your credit union.

2/15/2017

Upcoming Training
The Uniform Real Property Electronic Recording Act for Mortgage Lending Webinar

non-member: $438.00
CUNA member: $219.00

EW022217

In this session, the industry-recognized compliance attorney Frank Drake provides a full analysis of the law and explains how to use it to your credit union’s operational advantage.

2/22/2017

Upcoming Training
MBL Considerations for Members Wishing to Purchase an Existing Business Webinar

non-member: $438.00
CUNA member: $219.00

EW022817-1

This webinar will address those family-owned businesses that are being sold and discuss the advantages and disadvantages of purchasing an existing business, from both the borrower’s and lender’s perspective.

2/28/2017

Upcoming Training
Using Business Tax Returns for Credit Analysis Webinar

non-member: $438.00
CUNA member: $219.00

EW030717-1

This program will educate webinar attendees in the ways in which business tax returns are both similar to and differ from conventional financial statements.

3/7/2017

Upcoming Training
8 Hour SAFE Comprehensive 2017 MLO Course - AZ

non-member: $478.00
CUNA member: $239.00

MLOAZ030917

This 8 Hour SAFE Comprehensive Mortgage Loan Originator Course was designed to meet the continuing education requirements of Federal and State laws and regulations.

3/9/2017

Upcoming Training
Personal Income Tax Returns and Personal Financial Statements for Business Credit Analysis Webinar

non-member: $438.00
CUNA member: $219.00

EW031417

This program will assist lenders in understanding the information contained in these tools in order to determine the ability of members to service debt.

3/14/2017

Upcoming Training
How to Evaluate Business Plans for Member Business Loans Webinar

non-member: $438.00
CUNA member: $219.00

EW032117-1

The purpose of this webinar is to educate lenders on key components of business plans to allow for enhanced due diligence when reviewing business loan proposals.

3/21/2017

Upcoming Training
8 Hour SAFE Comprehensive Mortgage Loan Originator Course - OREGON

non-member: $0.00
CUNA member: $0.00

MLOOR032417

This 8 Hour SAFE Comprehensive Mortgage Loan Originator Course was designed to meet the continuing education requirements of Federal and State laws and regulations.

3/24/2017

Upcoming Training
8 Hour SAFE Comprehensive Mortgage Loan Originator Course

non-member: $478.00
CUNA member: $239.00

MLOCA17

This 8 Hour SAFE Comprehensive Mortgage Loan Originator Course was designed to meet the continuing education requirements of the SAFE Act.

3/26/2017

Upcoming Training
Consumer & Residential Mortgage Lending School CRML

non-member: $3,390.00
CUNA member: $1,495.00

CRLCA17

Conference sessions aim to strengthen core lending skills, answer pertinent questions and offer opportunities to develop additional lending proficiencies. CPE Credits: TBD.

3/27/2017

Upcoming Training
Business Credit Analysis Reports: What They Should Include Webinar

non-member: $438.00
CUNA member: $219.00

EW032817

The purpose of this webinar is to explain how to prepare a detailed credit analysis report to document issues impacting a business’ future performance to make sound decisions in the credit review process.

3/28/2017

Upcoming Training
Avoiding Problem Business Loans Webinar

non-member: $438.00
CUNA member: $219.00

EW040417-1

This webinar offers tips to better evaluate operational and financial risks and other issues that can impact a business; thus lessening risks to the credit union to help avoid future problem loans.

4/4/2017

Upcoming Training
Origination 2-part Webinar Series

non-member: $876.00
CUNA member: $438.00

EW041117

This two-part webinar series provides credit union professionals Origination 101 and effective origination agreements.

4/11/2017

Upcoming Training
CUNA Lending Council CLO Forum

non-member: $0.00
CUNA member: $0.00

CLOCA17

The CLO Forum will bring credit union senior lending executives together to discuss challenges and opportunities facing our industry today.

4/11/2017

Upcoming Training
8 Hour SAFE Comprehensive 2017 MLO Course - TX

non-member: $478.00
CUNA member: $239.00

MLOTX042717

This 8 Hour SAFE Comprehensive Mortgage Loan Originator Course was designed to meet the continuing education requirements of Federal and State laws and regulations.

4/27/2017

Upcoming Training
8 Hour SAFE Comprehensive 2017 MLO Course - CO

non-member: $478.00
CUNA member: $239.00

MLOCO050917

This 8 Hour SAFE Comprehensive Mortgage Loan Originator Course was designed to meet the continuing education requirements of Federal and State laws and regulations.

5/9/2017

Upcoming Training
CUNA Business Lending Certification School: Fundamentals

non-member: $3,990.00
CUNA member: $1,795.00

BL1WI17

Enhance your knowledge of credit union business lending and develop skills that will prepare you to meet your members’ business loan needs. CPE Credits: TBD

7/24/2017

Upcoming Training
Introduction to Credit Analysis Process Pre-Conference Workshop(4)

non-member: $790.00
CUNA member: $790.00

BLPRECONWI17

This fast-paced one-day workshop will introduce you to the types of financial information that businesses generate in the form of financial statements, tax returns and personal financial statements.

7/24/2017

Upcoming Training
CUNA Business Lending Certification School: Credit Analysis

non-member: $3,990.00
CUNA member: $1,795.00

BL2WI17

Enhance your knowledge of credit union business lending and develop skills that will prepare you to meet your members’ business loan needs. CPE Credits: TBD

7/24/2017

Upcoming Training
CUNA Business Lending Certification School: Advanced Credit Analysis

non-member: $3,990.00
CUNA member: $1,795.00

BL3WI17

Enhance your knowledge of credit union business lending and develop skills that will prepare you to meet your members’ business loan needs. CPE Credits: TBD

7/24/2017

Upcoming Training
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