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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Duration: 62 minutes Collateral analysis is a key component of commercial loan underwriting. As a commercial lender or credit analyst, knowing how to read an appraisal is a critical part of the loan approval process. This webinar from February 9, 2022 will help you understand appraisals and how to use them in gathering much…
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Duration: 60 minutes The credit presentation (also called a credit memo) contains the information your approval committee needs to make an informed lending decision. Writing a clear, concise, and compliant credit presentation is key to properly underwriting a commercial loan. This webinar from August 28, 2025 will help you gain the tools you need…
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Duration: 52 minutes Price: Complimentary How CU Business Group can help expand or launch your credit union’s business program CUBG clients have access to a broad set of products and services to assist your credit union with serving your business members. In this session from February 5, 2025 – learn how you can utilize…
Duration: 13 minutes This webinar explores the FinCen rule that clarifies and strengthens customer due diligence requirements. This webinar serves as a training tool you can share with your credit union’s staff to ensure compliance. The topics covered in this course include: Overview of the rule Definitions of “Legal Entity Customers” and “Beneficial Owners” The…
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Duration: 62 minutes What’s next for your borrowers and portfolio? With uncertainty ahead, your credit union must prepare for what may be a difficult period in business lending. Hear from CUBG’s Mike Smith in this webinar from January 16, 2025 as he shares how you can identify and work with loans experiencing financial issues….
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Duration: 65 minutes As credit unions attract larger, more complex loan requests, and as portfolios grow – using more precise techniques for cash flow analysis is imperative. Credit unions have traditionally relied on the earnings before interest, taxes, depreciation, and amortization (EBITDA) formula to determine the adequacy of cash flow. However, examiners and auditors…
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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: 65 minutes Identifying potential environmental concerns is a critical step in analyzing commercial real estate transactions. Is your credit union’s environmental due diligence process effective and compliant with industry and regulatory standards? Join CUBG in this session from July 14, 2022 and learn what you should be doing to assess potential liabilities and…
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Duration: 61 minutes Selecting and implementing the right loan origination system (LOS) for your credit union is essential, but can also be a difficult and time-consuming process. In this webinar from June 24, 2025 hear how to get started in finding an LOS, what steps to take in deciding if you should buy a…
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Duration: 72 minutes Looking to grow your commercial loan portfolio? Consider looking beyond commercial real estate. Commercial and industrial (C&I) loans are short- and long-term loans to fund working capital and finance capital expenditures such as vehicles, equipment, and machinery. Today, C&I loans are playing a more important role in business lending than ever…
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Duration: 37 minutes SBA lenders are now able to fund lines of credit under the 7(a) program. In this webinar from September 17, 2024 – join CUBG for an overview of the new 7(a) Working Capital Pilot program, designed to meet the needs of modern small businesses. In this webinar, we’ll review: – Eligibility…
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Duration: 65 minutes Analyzing global or combined cash flow is a key step in understanding repayment ability. This is especially important for smaller, privately held firms where the owners and the company are closely bound because income, expenses, assets, and liabilities are intertwined. Learn why global cash flow is important, when to rely on…
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Duration: 60 minutes Deposits are a vital part of a successful business services program and can also forge the path for business members to develop a lending relationship with your credit union. The reverse can also be true – your credit union can learn to utilize current lending relationships to boost your deposit program….
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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: 58 minutes As credit unions make headway in commercial lending, so must the creativity in their approach to grow and protect their commercial loan portfolio. In this webinar recorded on October 12, 2023, we look at how rate swaps help expand your fixed-rate lending capabilities and how credit unions can use rate swaps…
