Duration: 63 minutes Being a member of your credit union’s commercial loan credit committee is a big responsibility which can be a challenge for those with no formal business lending training or experience. Join CUBG as we walk you through what you need to know as a participating member of the loan committee. Learn…
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Duration: 60 minutes Join CUBG for this webinar outlining the reporting requirements on commercial loan applications. In this session from April 18, 2024, you’ll learn which data needs to be collected and when to capture the required information in the loan process. Plus, we discuss what is considered a dwelling, how to handle mixed-used…
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Duration: 10 minutes The SBA can grant delegated authority to certain lenders to process, close, service, and liquidate certain 7(a) loans without prior SBA review. In this video, CUBG details the process for obtaining 7(a) preferred or express lending authority and walks you step-by-step step through the delegated authority application, process, and submission. We…
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Duration: 73 minutes Credit unions have a lot of competition for commercial clients. But they also have a secret weapon many of those competitors don’t have… a network of branches with deep ties to the community. Branches are typically the first point of contact and a great resource for business members. Are you giving your…
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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: 59 minutes Treasury management products are the cornerstone of successful commercial relationships – helping business members manage cash, mitigate risk, and operate more efficiently, while also driving stable, low-cost deposits and non-interest income for the credit union. Having a strong understanding of treasury management is essential to supporting member needs, increasing operating balances,…
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Duration: 62 minutes Semi-trucks and other commercial vehicles help keep businesses and the economy moving. This huge industry presents a significant lending opportunity for credit unions, but like other types of lending, there are both potential rewards and unique risks involved. Join CUBG for this webinar and learn what you need to know to…
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Duration: 68 minutes Hotels and hospitality related lending provide an opportunity for credit unions to grow and diversify their CRE portfolios. However, this industry also presents some unique risks. Join CUBG for this webinar from April 11, 2024 on how to effectively make and manage loans to all types of hotels. This webinar discusses:…
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Duration: 86 minutes Multi-family residential loans have been a growing commercial loan category for credit unions for the last several years. But what are the best methods to underwrite, value, and manage these apartment loans? Join CUBG’s Mike Smith in this webinar from May 11, 2023 as he dives into underwriting and managing multi-family…
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Duration: 80 minutes Multi-tenant retail and shopping centers are one of the most common types of commercial real estate loans made by credit unions. In this webinar from October 5, 2023, CUBG discusses how to properly underwrite these loans, and the unique challenges they present. We cover the following key concepts: – Analyzing cash…
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Duration: 57 minutes Over the last several years, short-term rentals have been increasing in popularity as an alternative to standard hotels. Lending on these property types can present unique opportunities (and challenges) for credit unions. What research should your credit union do prior to making loans on short-term rental properties? Which information is key…
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Duration: 63 minutes Making commercial loans to properties with a single tenant presents unique risks and rewards and requires a different approach than traditional multi-tenant CRE loans. Join CUBG’s Mike Smith and learn how to effectively underwrite and manage these high reward (and sometimes high risk) loans. This webinar discusses: – Examining single tenant…
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Duration: 59 minutes Church lending has long been a mainstay of business lending at credit unions. However, making loans to churches and other religious organizations often requires a unique approach. In this webinar from June 4, 2024, CUBG’s Mike Smith discusses how to properly evaluate and understand the financial and non-financial risks associated with…
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Duration: 63 minutes As non-profits themselves, credit unions understand how important these entities are to our communities. However, lending to non-profits and charities is different than traditional business and commercial lending. In this webinar from May 9, 2024, CUBG shows you how to approach non-profit loans. We’ll discuss how to analyze cash flow for…
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Duration: 58 minutes Letters of Credit (LCs) are formal documents that guarantee payment to a seller or beneficiary on behalf of a buyer – and a product your credit union should be offering! LCs act as a form of financial promise, ensuring the seller will receive payment and are a common financial product used by…
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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: 58 minutes The cornerstone of portfolio risk management is a sound credit risk rating system. In this recording of the live session on March 10, 2021 – we show you why a strong risk rating system is important, how to assess your current system, and how to use risk ratings to determine the…
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Duration: 57 minutes Making small balance business loans is vital to having a successful commercial loan program. In this webinar from April 10, 2025 learn about the benefits of making non-real estate loans under $250,000 for your credit union and community. Discover how “small” business loans can be big for your credit union! Learn…
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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: 36 minutes Managing deposit risk is just as important as managing credit risk. What questions should you ask when opening new accounts? What do you need to do to verify your business members’ information? In this webinar we’ll review these important questions and provide you with the resources you need to avoid potential fraud….
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Duration: 66 minutes Many credit unions have large portfolios of CRE that will be maturing soon. 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 avoiding…
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Duration: 63 minutes So you have an SBA loan program… but do your business members know that? The only way to grow your SBA program is to advertise it. Join CUBG in this webinar from October 20, 2025 for guidance on how to market your credit union’s SBA program and grow your SBA lending…
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Duration: 63 minutes The examination process can be stressful and challenging. With years of experience in helping credit unions manage this process, CUBG has the insights to help your credit union improve and successfully navigate your next exam. Join CUBG’s in this session from August 7, 2025 and discover strategies to aid you in…
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Presenter: Kevin Gulledge, Abrigo Duration: 44 minutes As the cannabis industry continues to grow, financial institutions face unique challenges and opportunities. Join Kevin Gulledge for the strategies you need to navigate this regulatory framework (including the SAFER Banking Act), mitigate risks, and capitalize on the evolving cannabis market and banking cannabis-related businesses (CRBs) for…
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Duration: 54 minutes The SBA has strict guidelines that govern their loan programs. As a current or potential SBA lender, these guidelines determine which businesses you can extend SBA loans to and the loan types you can offer. While the majority of businesses are eligible for SBA financial assistance, your credit union may receive…
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