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Webinar: Best Practices for Commercial Lending & Commercial Loan Portfolios

Event Info

When

August 12th, 2015 2:00 PM   through   3:30 PM


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Are you receiving a passing grade from examiners on your member business loans (MBL)? Is your MBL program properly administered to protect your credit union? With the residential real estate and consumer loan portfolios generally experiencing low delinquencies and charge-offs, combined with the growth of many credit union MBL programs, examiners will be thoroughly reviewing your MBL program to determine if you have sound lending practices. Having a well-designed program coupled with sound policies, procedures, and personnel are essential to providing this great service and product to your membership.

This webinar will address some of the most recent issues surrounding under-performing portfolios and provide essential policies, procedures, and controls that should be incorporated into your MBL program.  Join us to learn best practices for a sound commercial lending program and improve your loan quality and monitoring.

HIGHLIGHTS

  • Lessons learned from the recent economic crisis
  • Keys to having an effective loan review function
  • Elements of an effective MBL policy
  • Building an effective risk rating and pricing system for MBL loans
  • Best practices for MBL lending

TAKE-AWAY TOOLKIT

  • Sample tools/forms to incorporate into your MBL program
  • Employee training log
  • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

WHO SHOULD ATTEND?

This informative session is best suited for MBL officers, risk management staff, and loan committee members.

Please note:  The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.

ABOUT THE PRESENTER – Bryan W. Mogensen, CPA, CliftonLarsonAllen LLP

Bryan Mogensen is an assurance principal at CliftonLarsonAllen LLP in Phoenix.  In 1995, he joined CliftonLarsonAllen (formerly Clifton Gunderson).  Over the past 20 years, Bryan has gained extensive experience auditing credit unions, community banks, and nonprofit organizations. As engagement principal, he is responsible for ensuring the work is performed as expected, reviewing key areas and reports, planning, and supervising audit staff.

Bryan frequently shares his knowledge through national speaking engagements.  He is a licensed CPA and a member of the AICPA and ASCPA.  Bryan received his bachelor’s in business administration with emphasis on accountancy from the University of Wisconsin-Milwaukee.

THREE REGISTRATION OPTIONS

Note:  All materials are subject to copyright.  Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited.  Print materials may be copied for eligible participants only.

1.  LIVE WEBINAR

The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.  Registrants receive a toll-free number and pass code that will allow entrance to the seminar.  The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, PIN number, and handouts will be emailed to you prior to the broadcast.  You will need the most-current version of Adobe Reader available free at www.adobe.com.

Convenient!

Listen to the archived webinar on your

iPad
iPhone
Android

Instructions will be emailed with the archived webinar link.

2.  ARCHIVED WEBINAR & FREE CD ROM*

Can’t attend the live webinar? The archived webinar is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately one week prior to the webinar, you will receive an email with the archived webinar link. This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.

As an added bonus, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts.  Use the archived webinar or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

The archived webinar (including the free CD ROM) may ONLY be ordered for 6 months following the webinar. Neither will be available after this time.

3.  BOTH LIVE WEBINAR & ARCHIVED WEBINAR (INCLUDES FREE CD ROM*)

Options 1 and 2 described above

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

*CD ROM is for Mac and PC use only


This event is being conducted by CU Web Training on behalf of the Missouri Credit Union Association. Click here to register: https://mcua.fed.cuwebtraining.com/store/webinar


 

 

August 12th, 2015 2:00 PM   through   3:30 PM