April 17th

9:30 am - 5:30 pm EDT
8:30 am - 4:30 pm CDT


2 days, 8 hours


Venue Info:

LSCU & Affiliates
22 Inverness Center Parkway Suite 200
Birmingham, AL 35242

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The LSCU Credit Slending2coring & Analysis Lending School is designed with management, lending managers, loan officers, MSRs, and collection staff in mind to help improve loan decisions, increase revenue and profitability (ROA), increase loan opportunities, and increase membership growth retention.

Participants will learn how to develop a lending philosophy that can lead to better loan decisions, more loan opportunities, and increased profitability. They will discover how to use the credit report to capture more loan opportunities and build member loyalty, gain knowledge of how credit scores are calculated and what impacts the credit score, discover the best way to analyze the credit report to better assess risk, learn how to evaluate risk and make better loan decisions, understand the correct way to analyze a member’s total debt ratio, recognize and analyze bankruptcy indicators, and determine the best approach to close your loans to make sure you maintain preferred payment status with your members.

Who Should Attend

Management, lending managers, loan officers, MSRs, and collection staff.

Agenda – Tuesday, April 17

8:30am - 9:00amRegistration / Sign In
9:00am - 10:30amKey Lending Strategies for Growth & Profitability
10:30am - 10:45amBreak
10:40am - 12:00pmKey Lending Strategies for Growth & Profitability
12:00pm - 1:00pmNetworking Lunch
1:00pm - 2:30pmKey Lending Strategies for Growth & Profitability
2:30pm - 2:45pmBreak
2:45pm - 4:30pmKey Lending Strategies for Growth & Profitability

Agenda – Wednesday, April 18

8:30am - 9:00amRegistration / Sign In
9:00am - 10:30amCredit Scoring Analysis and Lending
10:30am - 10:45amBreak
10:40am - 12:00pmCredit Scoring Analysis and Lending
12:00pm - 1:00pmNetworking Lunch
1:00pm - 2:30pmCredit Scoring Analysis and Lending
2:30pm - 2:45pmBreak
2:45pm - 4:30pmCredit Scoring Analysis and Lending

Registration Information

Regular Attendee Registration Single Day: $265
Regular Attendee Registration Both Days: $425

 

CPE Information

NASBA_CPERegistry_logo_color_transparent_smThe League of Southeastern Credit Unions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website.

 

Speaker

Don Arkell

Senior Consultant, CU Lending Advice

Don first worked with Brett Christensen at Clark County Credit Union as one of his original hires and a member of his first sales team.  While at CCCU, Don quickly moved through the ranks at the credit union, working in all areas of Sales and Lending. He eventually founded a CUSO owned by CCCU– Members Auto Brokerage Service, Inc.

Don joined up with Red Rocks Credit Union in Highlands Ranch, CO in 2007 and helped RRCU to establish a vibrant sales culture while transforming the Credit Union from full retail delivery to offering 100% of consumer loans and member service through remote delivery channels. This effort drove down operational expenses, reduced the FTE count, increased loans, total assets and net income.

During the difficult economic times of the last decade, Don navigated the organization through the muddy waters of the mortgage business by overhauling the entire Real Estate Lending program. Focusing on the core values of the organization, Don completely rebuilt this vital area of the organization by implementing a successful Consultative Lending strategy. Don’s efforts are credited with turning this failing area around and growing into the most profitable area of the credit union.

Don’s unique leadership style and passion for Sales and Leadership have made him a sought-after speaker, trainer and strategist.  He works with credit unions around the country helping them grow their loan programs, organizational design, lending technology and strategic planning.

Registrant Cancellation Policy

All cancellations must be in writing and received by Tuesday, April 10 by 5:00pm. No refunds will be issued after this time. Substitutions are always welcome.

Educational Assistance

Small Asset Sized (SAS) CU Initiative Account
SAS credit unions ($50 million in assets or less) may apply a portion of their $500 SAS CU Initiative Account to the registration fee for this event or any LSCU or League Service Corporation product and/or service. As LSCU bills your credit union for the events/services used, your credit union can simply write on the invoice that it is to be paid out of your LSCU Small Credit Union Initiative Account. The League’s accounting staff will keep track of the expenditures from your account.

Special Needs

If you have physical, medical, or dietary needs requiring special attention, contact Jo Beth Wicks at 866.231.0545 x2172.

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