Webinar Package: 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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Duration: 60 minutes Tax returns are the primary financial statements used to analyze business loans. This webinar from May 6, 2026 will equip you with the skills and confidence needed to effectively analyze 1120s for S Corporations as part of the underwriting process in credit union business lending. Through practical instruction, real-world examples, and hands-on exercises,…
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Duration: 58 minutes Tax returns are the primary financial statements used to analyze business loans. This webinar from April 1, 2026 will equip you with the skills and confidence needed to effectively analyze Form 1040 for Individuals as part of the underwriting process in credit union business lending. Through practical instruction, real-world examples, and…
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Duration: 59 minutes Tax returns are the primary financial statements used to analyze business loans. This webinar from April 29, 2026 will equip you with the skills and confidence needed to effectively analyze Form 1065 for Partnerships and LLCs as part of the underwriting process in credit union business lending. Through practical instruction, real-world examples, and…
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Duration: 56 minutes Tax returns are the primary financial statements used to analyze business loans. This webinar from May 27, 2026 will equip you with the skills and confidence needed to effectively analyze Form 8825 and Schedule E as part of the underwriting process in credit union business lending. Through practical instruction, real-world examples, and…
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Duration: 60 minutes Tax returns are the primary financial statements used to analyze business loans. This webinar from April 15, 2026 will equip you with the skills and confidence needed to effectively analyze Schedule C for Sole Proprietors as part of the underwriting process in credit union business lending. Through practical instruction, real-world examples, and…
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Duration: 63 minutes Having a thorough understanding of all borrower and guarantor investments is vital for an accurate financial analysis. To fully assess cash flow and the impact of related entities, it’s critical to review borrower and guarantor K-1s. The Schedule K-1 tax form reports a partner’s share of a business’ profits, losses, deductions, and…
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Duration: 63 minutes Having a full understanding of the financial position of the borrower and guarantors is imperative in underwriting. In this webinar from August 17, 2023 CUBG’s Mike Smith shows how to use the personal financial statement to better analyze business and property owners as a potential source of repayment. We review important financial…
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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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Duration: 60 minutes Asset-based lines of credit are loans secured by equipment, inventory, or accounts receivable and used by businesses to fund working capital needs. Offering asset-based lines of credit can help your credit union better serve your business members by providing them with the funds they need to further grow their business. Recorded…
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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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Duration: 62 minutes Managing annual reviews is one of the most challenging aspects of business lending for credit unions. The ongoing monitoring of individual loans is a regulatory hot button and can be time-consuming. In this webinar from June 17, 2025 learn how you can create a process that meets regulatory standards but also…
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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…
Duration: 93 minutes Recorded from the live presentation on January 26, 2023, this webinar gives key decision makers the information and knowledge they need to successfully oversee your credit union’s business lending program. We’ll review MBL regulations and important regulatory issues as well as the importance of cash flow and how to calculate it…
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Duration: 62 minutes Compliance with the Bank Secrecy Act (BSA) is everyone’s job – no matter your role at the 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 the training they need to be compliant. This…
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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, and what loans you want to make. Having…
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Duration: 59 minutes Need to know more about business lending? As a consumer or mortgage lender, you’ll find that business and commercial lending is different. To be successful in this space, you’ll need a basic understanding of how these loans differ from consumer and mortgage loans and how the business lending process works. Join…
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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: 64 minutes Commercial loan officers play a crucial role in managing and recovering debts owed by member businesses. Collections aren’t just a back-end function – they start long before a loan actually becomes delinquent. Join CUBG in this webinar from April 30, 2026 for an overview of the collections process and learn how your…
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Duration: 65 minutes Reviewing CRE appraisals is a regulatory requirement, and a critical part of loan underwriting. Many of the findings from appraisal reviews are important to include in the credit presentation and key in making a decision on the loan. In this special webinar from October 11, 2022, learn about performing, understanding, and…
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Duration: 97 minutes Construction and development (C&D) loans can be lucrative for credit unions. However, C&D lending also poses a variety of unique challenges. Whether you are looking to get started in construction lending or interested in enhancing your current program, this webinar from August 8, 2024 will give you the tools you need…
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Duration: 59 minutes As an auditor, your role in assessing the risk in your credit union’s commercial lending program is vital. Gain the training and resources you need to understand the uniqueness of commercial lending and your responsibilities related to this area. In this webinar recorded on September 3rd, 2025 learn what the examiners…
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Duration: 61 minutes Cost: Complimentary Looking to expand lending capacity, balance concentration risk, or enter new markets through commercial loan participations? Join CUBG’s experts for this foundational session from May 12, 2026, designed to give your team a clear, confident understanding of how commercial loan participations work, how they differ from consumer loan participations,…
Duration: 63 minutes With credit unions tackling liquidity issues and slower organic loan growth – participations are an increasingly important part of commercial lending and balance sheet management. Participations also present a unique opportunity to grow commercial loan portfolios and free up liquidity to lend. Join CUBG in this webinar from November 12, 2025…
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