ULEND Academy



Real solutions for the real world.

May 8-9, 2018 | Frankfort, KY

Commonwealth Credit Union
1425 Louisville Road

Educational Investment: $379 


Need overnight accommodations?

ULEND Academy is a lending GAME CHANGER. No more wasted hours in classes with great ideas that are hard to implement in real life! ULEND Academy is a hands-on, customized experience that propels lenders from transactional to consultative, meeting members' full financial needs. The curriculum guides lenders from foundational to advanced skill levels in all lending channels and across all stages of the loan process - origination, underwriting, and closing - with cross-selling, consultation, and compliance woven throughout.

ULEND Academy is set up as a hands-on workshop where participants will discuss, learn, and then apply. This occurs throughout the two days, so application can happen immediately. ULEND Academy graduates will walk out knowing how to use the skills and concepts learned in their daily interactions with members.

Are you ready to empower your lenders to
create and keep loyal members through an


Who Should Attend?
EVERY lender from new to seasoned! ULEND Academy is a unique lending experience aimed at helping all lenders, from all levels and various experiences get better at what they do every day.



8:30 a.m. - 4:30 p.m.


8:30 a.m. - 4:30 p.m.

Social Savvy

  • Recognize personal style and how it is perceived by others
  • Identify other styles and comfortably interact with members
  • Deliver targeted communications for the appropriate medium context

Plan & Prep

  • Utilize the information from your core system
  • Identify what to look for to analyze the needs of your member
  • Prepare when there is not time to plan


  • Uncover member needs with targeted questioning strategies
  • Identify the life stages & goals of your members
  • Review the credit report and positively influence the member's score

Structure the Loan

  • Calculate & effectively use basic ratios that apply in lending
  • Identify the 5 C's of credit that translate to risk
  • Use compensating factors to build a loan that will be approved for all members


  • Recognize opportunities to take smart risks
  • Utilize the 5 C's of credit when analyzing the loan application
  • Formulate alternatives that positively impact loan decisions

Present the Right Solution

  • Connect products and services to members' needs and life stages
  • Build creative options/personalized packages for every member
  • Find ways to say yes to the member

Close with Purpose

  • Personalize the experience to the unique needs of the member
  • Make appropriate referrals and follow-up as needed
  • Set expectations to connect with the member on future opportunities

Channel Optimization

  • Speak with confidence using language & tone to build relationships
  • Tailor messages targeted to the member, their situation, and channel preference
  • Build member relationships through establishing rapport, trust & credibility

For more information, please visit the ULEND Academy Webpage.

Business casual. Be sure to bring a sweater, as personal comfort levels vary.

Refunds will be issued until 15 days prior to the conference, less a $100 administration fee per person. Substitutions accepted up to 2 weeks prior. All cancellations and substitutions must be submitted in writing.


A block of rooms has been held at the Hampton Inn, 1310 U.S. 127 South, Frankfort, KY 40601. For reservations, call the hotel at (502) 223-7600 and use group code KY CU League to receive a discounted rate.


This program was created especially for you by:

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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