Event Info


March 1st, 2012 8:30 AM   through   4:30 PM


STE 200
Training Room
SAINT LOUIS, MO 63146-4012
United States
Participant $ 249.00
Terms and Refund information
Terms and Refund Cancellation Policy: Please write to MCUA Professional Development Department fourteen (14) business days prior to the event for a full refund, minus a $100 administration fee. Substitutions accepted anytime. Send cancellation notice to pd@mcua.org or fax to 314. 542.1312.

Inclement Weather Policy: If MCUA reschedules a training session because of inclement weather or other uncontrollable circumstances, MCUA will make every effort to promptly notify all registrants by a website message, email or telephone. MCUA will reschedule the training session and registrations will be transferred to the new date, after which MCUA’s Cancellation Policy will apply. If the training session is not re-scheduled, full refunds will be provided.

If MCUA does not cancel a training session during inclement conditions or other uncontrollable circumstances, it is up to the registrant or credit union manager to decide if the registrant should attend the program. In an instance where the registrant or credit union manager decides that the inclement weather impedes the registrant’s safe travel, the registration fee will be refunded minus a $100 processing fee.

By registering for this event, I hereby grant the Missouri Credit Union Association permission to use my likeness in a photograph in any and all of its publications, including website entries, without payment or any other consideration. I understand and agree that these materials will become the property of the Missouri Credit Union Association and will not be returned. I hereby irrevocably authorize the Missouri Credit Union Association to edit, alter, copy, exhibit, publish or distribute this photo for purposes of publicizing programs or for any other lawful purpose. In addition, I waive the right to inspect or approve the finished product, including written or electronic copy, wherein my likeness appears. Additionally, I waive any right to royalties or other compensation arising or related to the use of the photograph. I hereby hold harmless and release and forever discharge the Missouri Credit Union Association from all claims, demands, and causes of action which I, my heirs, representatives, executors, administrators, or any other persons acting on my behalf or on behalf of my estate have or may have by reason of this authorization.

I am 21 years of age and am competent to contract in my own name. I have read this release before registering for this event and I fully understand the contents, meaning, and impact of this release.

Help spread the word

Please help us and let your friends, colleagues and followers know about our page: Taking Care of Business: Commercial Lending & Accounts

You can also share the below link in an email or on your website.
Taking Care of Business will introduce you to a new type of potential member - a Business Owner. Traditionally, business accounts have been handled exclusively by commercial banks. But in today’s diverse marketplace, business owners are finding more options to conduct their accounts. Make it easy for them to transition to a credit union.

Taking Care of Business deals with the various aspects of business membership, from account structure and documentation, to dealing with commercial lending. Participants will gain training on commercial account procedures and begin to build competency and confidence to higher levels of performance.

About Your Instructor

John Baptista, Jr. has taught a countless number of individuals like yourself. His down to earth, practical approach to teaching, allows individuals to learn skills they can readily put to use. Often described as the “best there is to offer,” John brings laughter, fun and most of all his ability to get others to learn. John’s experience spans over 34 years associated with the financial industry, 30 years in management, and more than 40 years of customer relations and “real world” experiences, which provide a new learning dimension to each of his programs. His teaching experience includes more than 4 years at the college level and 30 years as a presenter of seminars, which make his programs top-notch.

As one training company executive put it: “His workshops are an effective blend of presentation and hands-on participation. And his caring, energetic training style is a plus you’ll appreciate.”

If your contemplating offering business accounts or business lending, or simply need a refresher in the do’s and don'ts, you won’t want to miss this timely session.


8:30 a.m.:   Continental Breakfast/Registration (included in fee)

9 a.m.:         Session

Noon:          Group lunch (included in fee)

1 p.m.          Session

4:30 p.m.    Conclude for the day

Session Highlights

  • Making the Transition from Consumer to Commercial Lending
  • Understanding Different Business Structures & Accounts
  • Do I Need a Trade Name and if so, How Do I Obtain One?
  • Sales Skills For Building Business Relationships – Do’s And Dont's
  • Do the Math – Understanding Ratios and Tax Analysis
  • Understanding the Business Products & Services Offered by the Credit Union
  • Giving Advice Without Giving Advice
  • Promoting Business Services To Expand Member Relationships

For a copy of the event brochure, click here

March 1st, 2012 8:30 AM   through   4:30 PM
STE 200
Training Room
SAINT LOUIS, MO 63146-4012
United States