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Strategic Planning and Design for your Business Lending Program

Eventicons_single day seminar

Date: Jan 24, 2012 08:30 AM - Jan 24, 2012 04:30 PM

Location: Federal Way, WA

Price: $230.00

Program Overview

This one-day program is designed to address the strategic issues involved in organizing and implementing profitable member business lending services. This session reviews proven policies and procedures typically used in launching and administering successful business lending services. It discusses operating system requirements, human capital needs, regulatory compliance, credit administrative issues and common member business product/service offerings. 

Program Outline

  1. Discuss the Member Business Opportunity
    • The opportunity, risks & expectations
  2. Address Proven Member Business Lending Strategies:
    • Operating system requirements
    • Human capital needs, staffing, compensation, training, etc.
    • Proven loan policies and procedures
    • Loan origination/approval process
    • Credit review game plan
  3. Discuss Member Business Lending Best Practices
    • How to analyze credit requests
    • How to establish risk rating guidelines
    • The pros/cons of loan participations
    • The pros/cons of CUSOs
    • Problem loan management
  4. IV. Discuss Member Business Products/Services
    • Member Business needs
    • Common deposit & credit offerings
    • Common fee-based services

About the Presenters

James (Jim) Devine is a founder and Chairman/CEO of Hipereon, Inc. He has trained thousands oflenders, bank and credit union state and federal regulators, business owners and accountants throughout the U.S. and abroad. For more than 25 years, Mr.Devine has been active in managing, financing and buying and selling closely held businesses. He has been a faculty member of the National Graduate Trust School at Northwestern University, the Graduate Banking School at the University of Wisconsin and the Stonier Graduate School of Banking at Georgetown University and the University of Pennsylvania.

Robert (Bob) Hogan is a founder and President/Chief Operating Officer of Hipereon, Inc. He hastrained and consulted with bankers, business owners, regulators, and accountants throughout Asia, Africa Eastern Europe, and the U.S on commercial credit issues and a wide range of financial management topics as they relate to small business management. With more than 25 years of banking and business management experience, he has co-authored two books on small business management, and wrote the “ABCs of Distributor Finance,” for ExxonMobil’s distributor network.

Cancellation Policy

Registration fees are non-refundable after Friday, December 30. Substitutions will only be accepted prior to notifying NWCUA no later than January 10.

For More Information:

Contact Training & Development Department at 800.995.9064 ext. 109 or e-mail your questions directly to training@nwcua.org.