Events
Training
Learn all about business lending from the industry experts. As a part of MBL, you’ll receive training on every aspect of the lending program. Topics include:
- Product knowledge
- Regulatory requirements
- Information collection
- Application processing
- Documentation
- Credit analysis
- Commercial loan underwriting
- Risk elements
- Cross-sales
- Other subjects as requested by participating credit unions
With all training, you’ll work with our expert staff either at our headquarters or onsite at your location. The choice is yours!
Online Courses Available August 1st, 2008
- Loan Accounting and Reporting
- Obtaining and Maintaining SBA Lending Authority
- Portfolio Administration
- Processing and Closing
- Servicing
- SOP 50-10 Overview and Compliance
- The Business Express Line of Credit
- Understanding Your CUSO
Online Courses Under Development
- Accounting for Business Lending
- Business Services Sales and Marketing
- Completing a Credit Memorandum
- Compliance and Opinion Letters
- Consumer, Commercial and Investment Lending
- Due Diligence Requirements
- Financial Analysis
- Investment Risk Assessment and ROA
- Loan Structuring
- NCUA and Business Lending
- Risk Mitigation and Business Turnaround
- SBA Eligibility
- Setting Up a MBL Department & Hiring the Right Personnel
- Underwriting
Conferences/Seminars
MBL Annual Meeting and the NACUSO 2008 Member Business Services Alliance
NACUSO 2008 Member Business Services Alliance
October 15-17, 2008
San Diego, California
The MBL Annual Meeting will immediately precede the NACUSO 2008 Member Business Services Alliance. MBL is a Diamond Sponsor of NACUSO’s 2008 Member Business Services Alliance.
8:00 – 9:30 CEO Strategic Planning Breakfast
Open to all MBL Credit Union CEO’s
9:30 – 12:00 Business Meeting and General Session
American Eagle Awards Presentation
Open to all MBL Credit Union executives and staff
Noon Annual Meeting Adjourns
6:00 – 8:00 Reception
All MBL Credit Union executives and staff are invited to join us
poolside for food, beverages, and great company.
NCUA’s Margaret Ross and Frank Kressman on the Agenda
NACUSO is proud to announce that NCUA Member Business Lending Program Officer Margaret Ross and NCUA Office of General Counsel Staff Attorney Frank Kressman will address attendees at this year’s alliance.
Who Should Attend and Why
The 2008 NACUSO Member Business Services Alliance will take place at the beautiful Marriott San Diego Hotel & Marina. Designed by leaders from the business services sector, this special event will provide a highly participatory structure that benefits everyone from business service managers and staff at credit unions or CUSOs, to credit union and CUSO directors and staff new to offering business services.
Since inception four years ago this annual meeting has grown to become one of the industry’s leading events dedicated to business services CUSOs and Credit Unions engaged in member business lending. Roundtable discussion formats and peer to peer engagement drive the value exchange. Agenda topics include follow-ups to last year’s top issues including a special session on SBA lending, the highest ranked opportunity for increased CUSO collaboration and industry aggregation. Member Business Lending, the nation’s leading business lending CUSO, is a Diamond Sponsor of this Business Services Alliance and will facilitate a focused session to highlight the substantial success and potential of Credit Unions engaged in SBA lending and accelerate its dramatic expansion throughout the industry. Everyone who attends will learn, collaborate and discover relevant new business service solutions in a relaxed professional setting, while gathering powerful NACUSO resources. The Member Business Services Alliance provides a valuable opportunity to stay connected, to help new credit unions and CUSOs joining the family, and to support the NACUSO organization.
Roundtable Topics will include:
- Regulatory Issues (following NCUA discussion)
- Credit Union Training Follow Up and Next Steps
- Sharing Expert Level Expertise
- Building a Participation Network that Works
- SBA Lending Follow Up
- Leveraging your NACUSO Membership
Reserve Your Room at the Special NACUSO Blocked Rate
All general sessions, breakfasts, lunch, and hospitality receptions will take place at the hotel. The Marriott San Diego Hotel & Marina is offering NACUSO attendees a discounted rate of $219, plus tax, per night, for single/double occupancy. The cut-off date for room reservations at the special NACUSO blocked rate is Monday, September 22, 2008. Hotel reservations can be made now by calling the hotel at 619-234-1500 or toll-free 800-228-9290 – Mention market code “NACC” or “NACUSO Member Business Services” to book your room at the special NACUSO blocked rate.
Located on San Diego Bay, the views and resort atmosphere are unforgettable. We hope to see you there!
Online Registration begins July 18, 2008.
Visit www.nacuso.org to view a detailed agenda and register.