Webinar Series: Analyzing Business Tax Returns Tax returns are the primary financial statements used to analyze business loans. This series will equip you with the skills and confidence needed to effectively analyze personal and business tax returns as part of the underwriting process. Learn about the most common business structures and tax returns you will…
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This page is for registering only for the May 6 webinar on 1120s for S Corporations. If you want to register for the entire Analyzing Business Tax Return webinar series, please go here. Attendees registering for the entire 6-webinar series receive a 25% discount. Date: Wednesday, May 6 Time: 11:00 a.m. Pacific Duration: 60 minutes…
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This page is for registering only for the May 27 webinar on 8825 and Schedule E. If you want to register for the entire Analyzing Business Tax Return webinar series, please go here. Attendees registering for the entire 6-webinar series receive a 25% discount. Date: Wednesday, May 27 Time: 11:00 a.m. Pacific Duration: 60 minutes…
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This page is for registering only for the April 1 webinar on Form 1040 for Individuals. If you want to register for the entire Analyzing Business Tax Return webinar series, please go here. Attendees registering for the entire 6-webinar series receive a 25% discount. Date: Wednesday, April 1 Time: 11:00 a.m. Pacific Duration: 60…
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This page is for registering only for the April 29 webinar on Form 1065 for Partnerships and LLCs. If you want to register for the entire Analyzing Business Tax Return webinar series, please go here. Attendees registering for the entire 6-webinar series receive a 25% discount. Date: Wednesday, April 29 Time: 11:00 a.m. Pacific Duration:…
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This page is for registering only for the April 15 webinar on Schedule C for Sole Proprietors. If you want to register for the entire Analyzing Business Tax Return webinar series, please go here. Attendees registering for the entire 6-webinar series receive a 25% discount. Date: Wednesday, April 15 Time: 11:00 a.m. Pacific Duration: 60…
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This page is for registering only for the June 9 webinar on Schedule K-1s. If you want to register for the entire Analyzing Business Tax Return webinar series, please go here. Attendees registering for the entire 6-webinar series receive a 25% discount. Date: Tuesday, June 9 Time: 11:00 a.m. Pacific Duration: 60 minutes Having a…
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Date: Thursday, May 28 Time: 11:00 a.m. Pacific Duration: 60 minutes Compliance with the Bank Secrecy Act (BSA) is everyone’s job – no matter your role at your credit union. In this fast-paced session with CUBG experts, hear the need-to-knows about BSA, anti-money laundering, and counter financing of terrorism, and ensure your team has…
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Date: Thursday, February 26 Time: 11:00 a.m. Pacific Duration: 60 minutes The most important part of a successful business lending program is creating your “credit box”– the framework that defines your acceptable loan risk parameters. The credit box defines who your credit union is in the business lending space, what loans you can make,…
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Who Should Attend: Credit union staff new to commercial lending, experienced commercial lenders and bankers new to credit unions, loan committee and Board members, internal auditors, branch managers and anyone else looking to sharpen their business lending skills and become a more effective lender. Description: This fast paced two-day course delivers a comprehensive look at…
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Date: Thursday, February 19 Time: 11:00 a.m. Pacific Duration: 60 minutes Need to know more about business lending? As a consumer or mortgage lender, you’ll find that the credit union commercial and business loan industry is unique. To be successful in this space, you’ll need a basic understanding of how these loans differ from…
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This page is for registering only for the April 30 webinar on collections. This webinar is part of the Portfolio Management Series. If you want to register for the entire series, please go here. Attendees registering for the entire 3-webinar series receive a 15% discount. Date: Thursday, April 30 Time: 11:00 a.m. Pacific Duration:…
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Date: Tuesday, March 31 Time: 11:00 a.m. Pacific Duration: 60 minutes Increasing core deposits is a must for all credit unions. The best strategy to achieve this is to create a robust suite of business deposit products and services. Join CUBG for an overview of treasury management, the products and services it could (and…
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Date: Thursday, June 18 Time: 11:00 a.m. Pacific Duration: 60 minutes Letters of credit (LCs) are formal documents that guarantee payment to a seller or beneficiary on behalf of a buyer. LCs act as a form of financial promise, ensuring the seller will receive payment and are and a common financial product used by…
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Register for the entire 3-webinar series and receive 15% off! Each of the 3 sessions in this series will cover a specific topic in credit union portfolio management, including: April 2, 2026 – Stress Testing for Better Loans and Stronger Portfolios | With economic uncertainty and fluctuating interest rates, it is more important now than…
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This page is for registering only for the May 7 webinar on portfolio reporting and trends. This webinar is part of the Portfolio Management Series. If you want to register for the entire series, please go here. Attendees registering for the entire 3-webinar series receive a 15% discount. Date: Thursday, May 7 Time: 11:00 a.m….
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This page is for registering only for the April 2 webinar on stress testing. This webinar is part of the Portfolio Management Series. If you want to register for the entire series, please go here. Attendees registering for the entire 3-webinar series receive a 15% discount. Date: Thursday, April 2nd Time: 11:00 a.m. Pacific…
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Date: Tuesday, January 20 Time: 11:00 a.m. Pacific Duration: 60 minutes UCC loans are secured by business assets, providing lenders with a means of protection. These types of loans have benefits, but also their own unique challenges. Join CUBG to gain an understanding of UCC-secured lending transactions and how they work, including perfecting security…
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Date: Thursday, June 25 Time: 11:00 a.m. Pacific Duration: 60 minutes Managing the risks of automated clearing house (ACH) activity is different than traditional business loans. Credit unions may be exposed to a variety of risks when originating, receiving, or processing ACH transactions, or outsourcing these activities to a third party. Join CUBG for…
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Date: Thursday, March 19 Time: 11:00 a.m. Pacific Duration: 60 minutes In many instances cash flow methods like EBITDA and NOI just aren’t enough to properly understand repayment ability, especially for businesses with significant balance sheet items. Uniform Cash Flow Analysis (UCA) is a type of analysis designed by bankers to properly account for…
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CUBG’s most requested business lending course in an engaging virtual format! This guided course delivers a comprehensive look at credit union business lending. Through engaging videos, hands-on case studies, and two live class meetings, you’ll gain skills and knowledge that can be quickly and easily applied at your credit union. We’ll cover topics that will…
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