Conferences & Workshops


Your League hosts a variety of affordable conferences and workshops throughout the year on the latest topics and trends from industry experts.  Please check this page often for updates on scheduled events.  

KY SMALL CREDIT UNION CLINIC

LENDING WORKSHOP

2017 EDUCATION & TRAINING EVENTS AT-A-GLANCE

 


Kentucky Small Credit Union Clinic

oscui

April 12, 2017 | Louisville, KY

Kentucky Credit Union League
3615 Newburg Road
Louisville, Kentucky 40218

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Kentucky Credit Union League and the Office of Small Credit Union Initiatives recognizes the unique role small credit unions (under $50 million) play in the lives of their members and communities. We are committed to helping these credit unions not only survive, but thrive.

Attend this FREE* clinic to discuss: 

  • Exam modernization

  • Technology

  • Marketing

  • Business lending

  • Movement support

  • Benefits of a low income designation

  • Credit cards

  • Other important topics

*Clinic includes handouts, breaks, continental breakfast and lunch.

About the Speaker: Diane Rector, NCUA

Diane Bio PicMs. Rector is a graduate of Strayer University in Washington, D.C. where she received a Bachelors degree in Accounting and a Masters degree in Business Administration. She joined National Credit Union Administration (NCUA) in 1997 as a Field Examiner. She held the following positions: Credit Union Development Analyst and Training Manager.

Currently, she is an Economic Development Specialist where is responsible for identifying empowerment and low-income areas, providing staff training about the small credit union program, coordinating meetings to discuss a means for providing service to underserved areas, and on-site assistance for credit union officials.

Ms. Rector has over 30 years of experience in the accounting industry and a former College Professor. Ms. Rector is certified as a Credit Union Development Educator and a certified Credit Union Financial Counselor. She loves to spend time with her family, especially her grandchildren.

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Lending Workshop

March 14 | League Office
Educational Investment: $239 per person

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Credit Unions were not “Born Digital”, new competitors are entering the market daily. Lending has never been more competitive.  Learn how credit unions from across the U.S. are meeting the challenge head on.

In this full day course, you will learn the tactics and strategies of top performing credit unions around the country.  This course is educational, entertaining and will accelerate your Lending results to higher levels.

We will cover a wide variety of topics and give you actionable steps and information to increase your loan to share ratio, decrease expenses and deliver loans to your members in a modern engaging process.

Some of the topics that will be covered:  

  • Overview of the Competitive Landscape and Disruptive Lenders

  • Loan Product Rate & Design

  • Productivity and Efficiency

  • Loan Delivery Channels

  • Loan Department Organization

  • Loan Policy Revisions

  • Centralized or Decentralized Lending Operation

  • Indirect Lending

  • Successful Collections

  • Sales Culture Development 

 

  •  Setting up a loan department for maximum success

  • Correct approaches to underwriting

  • Variable pay plans that maximize loan production

  • Improve the Credit Union’s ROA

  • Typical internal Lending Issues and how to overcome them

  • Mistakes that cause unnecessary loan losses

  • Successful Collections Strategies

  • How to grow your direct auto portfolio

  

 

 

About the Instructor: Don Arkell, CU Lending Advice

don-arkell-swebDon Arkell started his career working in all areas of Sales and Lending. He eventually founded a CUSO owned by CCCU—members Auto Brokerage Service, Inc. Taking a break from the industry, Don established himself in the Pharmaceutical and Bio Tech Sales arena where he was recognized for his sales abilities, winning several national awards.

After years in the world of Biotech, Don couldn't resist the call of the Credit Union movement and in 2007 he joined Red Rocks Credit Union in Colorado. He helped them transform their lending and member service from full retail delivery to remote delivery.

Don Arkell joined the team at CU Lending Advice, LLC in September 2015. His extensive Sales and Lending experience married well with the established consultant practice at CULA.

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Kentucky Credit Union League
3615 Newburg Rd.
Louisville, KY 40218

Call: 502-459-8026 or 800-333-5285
Fax: 502-459-0189
Email: kycul@kycul.org