The Great Recession caused many credit unions to become savings institutions. Loan portfolios lessened and deposits increased. Credit unions have been busy taking deposits, collecting loans, handling back-office duties, and meeting regulatory requirements. But how can we get back to helping people and making loans?
Your credit union can make a difference to your members, your field of membership, and your community when they need you the most. Join us to learn the mind-set and practices needed to make lending your entire reason for existence. This webinar will address concepts, steps, and products that will get your credit union back into lending.
An attractive mortgage product that members want and won’t create ALM nightmares
How to repackage unsecured and signature loans to make them more attractive to members
Profitably meeting the needs of small borrowers
Reenergize the staff to find new ways to serve members’ borrowing needs
Measure, monitor, and watch loans grow
Lenders Tax Analyzer© which allows lenders to obtain a borrower's real cash flow from a Form 1040, including income from rentals, self-employment, farms, partnerships,
S Corporations, investments, etc. Three tax years are all linked on one report.
Employee training log
Quiz you can administer to measure staff learning and a separate answer key
WHO SHOULD ATTEND?
This informative session is designed for staff in lending, marketing, member service and sales, including chief lending officers, MSRs, FSRs, new accounts personnel, loan officers, loan underwriters, credit analysts, loan processors, branch managers, CEOs, and other key lending staff.
ABOUT THE PRESENTER – Tim Harrington, CPA, TEAM Resources
Tim Harrington is a Certified Public Accountant who specializes in working with community financial institutions. Since 1996, Tim has been President of TEAM Resources, a firm which provides consulting, strategic planning, and training from coast-to-coast.
A presenter at over 1,000 financial conferences, seminars, and webinars, Tim has provided consulting and training for hundreds of community financial institutions in nearly every state and four countries. Tim advises boards and senior management teams on strategy, profitability, and governance and works with staff on leadership and lending. In addition, he is a faculty member of three financial institution schools and is the author of the popular lending software “Lenders Tax Analyzer” and has taught lending personnel how to obtain monthly income from tax returns since 1992.
PLEASE NOTE: Your registration fee allows you to have one telephone connection. However, as many people as you like may listen from your office speaker phone. If you register for the webinar, your registration fee also includes one internet connection from a single computer terminal.
THREE REGISTRATION OPTIONS
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.
2. ON-DEMAND WEB LINK** AND FREE CD ROM*
Can't attend the live webinar? The ON-DEMAND WEB LINK** 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 1 week prior to the webinar, you will receive an email with the web link. This web link can be viewed anytime 24/7, beginning 6 business days AFTER the webinar and will expire 6 months after the live program date. But there's more . . . 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 on-demand link or this "off-the-shelf" training program for those that could not attend the live seminar and for future training.
3. BOTH LIVE WEBINAR AND ON-DEMAND WEB LINK** (INCLUDES FREE CD-ROM*) Includes options 1 and 2 above
*CD Rom for PC use only
**All materials are subject to copyright and intended for your credit union's use only.
NEW! Listen on your iPad, iPhone, or Android. Instructions will be emailed to you with the on-demand link.
$199.00 Webinar per connection
$199.00 Archived On-Demand Web Link & Free CD ROM
$249.00 Both Live Webinar & Archived On-Demand Web Link & Free CD ROM
TIME: 3:00 p.m. - 4:30 p.m.
To register and pay by check, email Mary Zelinsky at firstname.lastname@example.org and your credit union will be invoiced. To register and pay online, click here.