Explore this package of webinars featuring the essential topics in credit union portfolio management. This package includes 15% off these popular on-demand webinars: ✓ Stress Testing for Better Loans and Stronger Portfolios | With economic uncertainty and fluctuating interest rates, it is more important now than ever to know how your portfolio will perform in a…
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Duration: 56 minutes Do you know how your credit union’s portfolio is currently performing? The ability to extract high-quality, meaningful data from your commercial loan portfolio is a must in today’s lending environment. Your credit union’s portfolio is more than just the types of loans you are making… it’s about identifying overall risk and issues,…
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Duration: 60 minutes Collateral is often the secondary source of repayment on a commercial loan and knowing the current value of that collateral is a key part of assessing risk in your portfolio. Performing collateral re-valuation as part of annual or periodic reviews is also a regulatory requirement, a hot button with examiners, and…
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Business lending is often a complex game of hide-and-seek. Sometimes spotting red flags to see why a loan won’t work is easy. However, “easy” is not the case for every loan you’ll encounter. Explore this package of webinars featuring the essential red flags and warning signs your credit union should be looking out for when…
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Duration: 58 minutes Business lending is often a complex game of hide-and-seek. Sometimes spotting red flags to see why a loan won’t work is easy. However, “easy” is not the case for every loan you’ll encounter. In this recording from October 7, 2025 Hear about the financial red flags and warning signs your credit…
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Duration: 59 minutes Too often, credit unions focus on only the financials when making loans. However, there is much more to approving a loan than just the DSCR. Non-financial issues can heavily impact business members and should also be considered in analyzing loans. In this webinar from September 18, 2025 discover the non-financial risk…
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Duration: 55 minutes Join CUBG and learn an overview of the most commonly asked about regulations and compliance issues impacting business accounts. Gain the knowledge you need to stay compliant! Learn about: Regulation D (Reserve Requirements) Regulation CC (Check Holds) Regulation GG (Internet Gambling) Regulation DD (Truth in Savings) Regulation E (Electronic Funds Transfers)…
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Duration: 83 minutes It’s a common misconception that business and commercial loans are exempt from most lending compliance regulations, but that is actually NOT the case. In fact, many consumer-oriented lending regulations actually apply to business loans, but often in a more nuanced manner. Ensuring your staff have the knowledge they need to comply…
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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: 65 minutes Hear the latest SBA program updates The SBA made updates to the Standard Operating Procedures (SOP) 50 10 8 and substantial changes to the primary loan programs. Join CUBG’s team of SBA experts in this webinar from July 30, 2025 for a breakdown of these major changes and what they mean…
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Duration: 63 minutes Automated Clearing House (ACH) and Remote Deposit Capture (RDC) have become industry standards in deposits and are common products for credit union business members. However, both also come with their own regulations and challenges. Managing risk is essential to protect both the credit union and the member. Join CUBG’s Liz Volin…
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Duration: 28 minutes Cost: Complimentary When business balances start climbing, finding a low-lift way to keep those funds federally insured becomes a priority. Join Chris Lewis of Primary Financial and Sarah Nienke of CUBG to explore SimpliCD, a turnkey CD placement program designed to spread large deposits across FDIC- or NCUSIF-insured issuers without the…
Duration: 62 minutes NCUA business lending regulations and supervisory guidance continue to play a critical role in shaping safe and sound commercial lending programs. In this webinar from July 29, 2026 gain a practical understanding of key NCUA business lending requirements, including commercial loan policies, underwriting standards, risk management practices, loan documentation, collateral valuation,…
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Duration: 64 minutes When analyzing a loan on commercial real estate collateral, lenders typically focus on loan to value, management, and cash flow. However, analyzing the tenants that pay rent to generate that cash flow is also essential. Join CUBG in this recording from April 6, 2023 and learn how to assess these tenants…
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Duration: 64 minutes With economic uncertainty and fluctuating interest rates, it’s more important than ever to know how your portfolio will perform in a fast moving and ever-changing marketplace. Loan stress testing is a vital risk management technique that can help your credit union identify weaknesses in a loan and see how a borrower would…
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Duration: 58 minutes Small and micro business loans represent a huge opportunity for credit unions to serve their communities and expand relationships with existing borrowers and business members. Join CUBG and learn how to make small dollar business loans in an efficient, profitable, and safe manner. This webinar discusses: − Loan types and collateral…
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Duration: 95 minutes Understanding a borrower’s ability to repay the loan is the cornerstone of commercial loan underwriting. As the primary source of repayment, cash flow is the most important factor in making a loan decision. Join CUBG in this session on January 19, 2022 as we discuss the basics of business cash flow…
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Duration: 54 minutes The effective use of loan covenants can help mitigate risk and give your loan committee peace of mind. Both regulatory and industry standards call for the use of loan covenants on commercial loans. In this webinar recording from a live session on December 15, 2021 – learn about this prudent risk…
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Duration: 60 minutes Loan documents are a binding contract between your credit union and a borrower. As one of the final processes in loan closing, understanding loan documentation is essential. Expand your understanding of commercial loans and familiarize yourself with the documents needed to close a commercial loan with this webinar. Learn the specific…
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Duration: 75 minutes As a commercial real estate lender, understanding CRE leases is critical to understanding how you will be repaid. In this session CUBG will take you through the ins and outs of commercial real estate leases. We’ll discuss the various lease types, define key terms used in leases, and show you how…
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Duration: 60 minutes Confirming that your collateral is properly insured is a vital part of managing risk in commercial lending. With rising premiums and increased scrutiny of coverages, understanding commercial property insurance is imperative for protecting your credit union. In this on-demand recording from February 20, 2024 – you’ll learn about: – Fitting the…
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Duration: 60 minutes IRS Schedule F can provide critical insights into the financial performance, cash flow, and repayment capacity of agricultural borrowers. In this one-hour webinar from September 29, 2026, learn how to interpret Schedule F tax returns, evaluate farm income and expenses, identify trends in profitability, assess repayment sources, and recognize potential underwriting…
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Duration: 57 minutes Each year, more and more credit unions are asked to finance commercial real estate loans that include ground leases. CRE loans where the borrower doesn’t own the land present opportunities and unique risks for credit unions. In this webinar from April 22, 2025 – learn how to underwrite these loans to…
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Duration: 58 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 in this webinar from January 20, 2026 to gain an understanding of UCC-secured lending transactions and how they work, including perfecting security interests,…
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Duration: 59 minutes Managing the credit risks of offering Automated Clearing House (ACH) origination to your business members requires a different approach than traditional business lending. Credit unions face unique exposures when allowing business members to originate ACH transactions. Join CUBG in this webinar from June 25, 2026 for an overview of the key components…
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