Ready to Launch or Expand Your Business Lending Program?
Join CUBG and Luminate for an engaging two-day workshop designed to set you on the path to success. Whether you’re just getting started or refining your strategy, this hands-on experience is tailored for every stage of the business services journey. Plus, it’s the perfect opportunity to connect, collaborate, and learn alongside your peers in the credit union industry. Let’s build your business lending success story—together.
Day 1 will cover the basics of business lending, including:
- MBL and commercial lending rules, best practices, and NCUA and State regulations
- How to quickly and accurately screen and evaluate loan requests, focusing on cash flow and collateral
- Strategies for analyzing business financial data, including an overview of business tax returns and financial statements
- Developing a loan proposal, using loan covenants, and turning approved loans into closed loans
- Loan closing procedures, commercial loan documentation, liens, and legal issues
- Properly monitoring and servicing business loans including annual risk reviews and collections
Day 2 will dive deeper and discuss hot topics in business lending, including:
- An overview of key credit union business lending trends and the outlook for 2025
- How to detect, monitor, and manage problem commercial and business loans
- Regulatory compliance for commercial lenders, including:
- CFPB 1071
- HMDA
- Truth in Lending
- Reg B
- …and more!
- How to “ace” your exam with a roundtable of peers discussing how to prepare for your next exam, the hot buttons you should be aware of, and how to make sure your credit union is exam-ready
This is a great course for new and experienced business lenders. Whether you are starting a program or looking to make more loans, just thinking about business services, or a credit union executive, this training is for you!
Event Details
Business Lending Training will take place March 18-19 from 10:00am – 4:00pm at Campus FCU, 6108 Siegen Lane, Baton Rouge, LA 70809
Investment
$550 per attendee
Luminate members can use code BL2025 for $75 off
Register Today
