LEVERAGE is offering a series of regional training events designed to assist credit union leadership in managing their business lending programs.

Each training session will provide regulatory guidance to the board and management on meeting the NCUA’s new regulatory environment that allows credit unions much greater freedom in business lending and increased scrutiny on the credit union’s risk management practices. Register now for this  resource by emailing info@mbfs.org. The cost is $75 per attendee.

Each event will include the following topics:

  • State of Business Lending and Credit Unions
  • Board Oversight of Business Lending
  • Senior Management Oversight of Business Lending
  • Loan Portfolio Administration
  • Steps for Successful Business Loan Program
  • Commercial Loan Policy
  • Developing Credit and Sales Culture

Who should attend:  CU CEOs, CU Senior Management, Board Members, & Lending Executives

Primary Presenter: Mark Ritter, CEO of MBFS

Below are dates and locations for the events:

Tuesday, Oct. 16, from 1 p.m. to 4:30 p.m. – Mobile, AL, at Azelea City Credit Union, 5662 Cottage Hill Road, Mobile, AL 36609
Thursday, Oct. 18, from 9 a.m. to 12:30 p.m. – Birmingham, AL, at Avadian Credit Union, 1 Riverchase Pkwy So, Hoover, AL 35244
Tuesday, Oct. 23, from 1 p.m. to 4:30 p.m. – Chattanooga, TN, at Capital Growth Solutions, 2245 Olan Mills Drive, Chattanooga, TN 37421
Wednesday, Oct. 25, from 1 p.m.- 4:30 p.m. – Jacksonville, FL, at VyStar Credit Union, 4949 Blanding Blvd. Jacksonville, FL 32210
Thursday, Oct. 25, from 1 p.m. to 4:30 p.m. – Miami, FL, at Power Financial, Sheridan Branch, 2020 NW 150th Avenue Pembroke Pines, FL 33028

Email info@mbfs.org for more information and to register.