Duration: 60 minutes Need advice? In this webinar from May 6, 2025 CUBG analysts and underwriters answer commercial lending questions summited by credit unions. From cash flow and ratios to annual reviews and collateral – you have questions, and we have the answers. Also hear about emerging regulatory issues and the most common underwriting…
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Cost: Complimentary Duration: 52 minutes A robust SBA lending program can help your credit union diversify your commercial lending and strengthen business relationships. What are some of the key things you should know as you build or expand your credit union’s own SBA program? Join CUBG in this webinar from February 3, 2022 for…
Cost: Complimentary Duration: 41 minutes Today’s competitive lending market and selective collateral appetite make securing new commercial loans a challenge for credit unions. Carving out a niche and differentiating yourself will allow your commercial loan program to capture established markets, increase your pipeline, and escape the competition while serving your members’ borrowing needs. Blanket…
Cost: Complimentary Duration: 42 minutes Interested in SBA lending? CUBG can help bring SBA to your credit union! SBA loans are an excellent way to help borrowers in your community, and can help your credit union diversify its commercial lending. In this session, hear a summary of CUBG’s SBA services and a look at…
Duration: 43 minutes Price: Complimentary Participations present a unique opportunity for credit unions to grow commercial loan portfolios and also free up liquidity to lend. Join CUBG’s Capital Markets Team as they take you through the ins and outs of buying and selling commercial loan participations in this webinar recording from November 12, 2024….
Duration: 55 minutes One of the biggest challenges credit unions face in calculating loan loss reserves for commercial loans is how to determine historic loan loss rates. Join CUBG in the webinar from October 23, 2025 and learn how to obtain historic loan loss data from NCUA reports. Explore how to analyze this information,…
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Duration: 45 minutes Conducting an effective interview with a business member is a key component of a successful business services program. This webinar will review the following interviewing tools and techniques: Key questions and techniques to help staff learn about the member and their business Open/closed and other types of questions – how to best…
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Cost: Complimentary Duration: 68 minutes In this recording from a live session on May 20, 2021 – join CUBG and expert attorney Anthony Geraci of Geraci LLP for a deep dive into the world of commercial loan guaranties. Learn how to protect your credit union from losses as we discuss: Challenges and real-world strategies…
Duration: 52 minutes Price: Complimentary for CUBG Member Credit Unions Ever wonder what the secret is to being a successful commercial lender? It’s referrals! Before most business owners decide to borrower money, start a business, or switch financial services providers – they talk to a trusted advisor. In this webinar from May 28, 2024…
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Duration: 53 minutes Price: Complimentary The credit union focus on serving local communities is vital. By offering SBA loans, your credit union can support small businesses, driving economic growth and job retention/creation, while supporting services that benefit your community. SBA lending is also a great way to diversify your credit union’s portfolio. This complimentary…
Duration: 20 minutes Price: Complimentary This webinar gives your lending and field staff a look at the CUBG underwriting process. During the webinar we’ll clarify the process and discuss how you can make the approval process even quicker for your members. After this webinar you will: Have a better understanding of the different underwriting services available to…
Duration: 55 minutes One of the keys to being a successful commercial lender is conducting effective and efficient visits with existing and proposed business members. Your ability to establish rapport with the business owner and managers, along with the information you obtain at these visits, will likely turn your prospects into members or produce…
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Duration: 66 minutes Many credit unions have large portfolios of CRE that will be maturing in 2024. Some of these loans may already be struggling due to economic conditions, and the rapid increase in interest rates over the past year may further impact cash flow. Properly managing these loan maturities will be key to…
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Duration: 52 minutes SBA 504 loans are uniquely designed to help businesses grow by providing a source for long-term, fixed-rate financing. These loans are a great financing solution for small business owners looking to purchase real estate or equipment. Offering SBA 504 loans can help your credit union deepen relationships with business members and…
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Duration: 31 minutes This basic webinar is designed to familiarize loan officers with the terms and purpose of various forms of short-term lending with a focus on revolving lines of credit. This session provides a high level overview on how to determine whether a revolving line of credit is the appropriate product to meet a members…
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This webinar focuses on the information needed to pull together a complete loan package. Participants will learn how to take a loan application, gather appropriate documents from the borrower, and review key financial data to better understand the borrower’s financial situation. Specific areas covered include: The application checklist The loan application Personal financial statements Tax returns and business…
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Duration: 54 minutes Presenter: Lori Shao, Finli Price: Complimentary What keeps a small business owner up at night? Is your credit union effectively supporting those members? …and how Finli can help! Over the last 5 years, at least 25 million new small businesses have been created. Your credit union is likely already banking many…
