Best Practices For Annual Reviews – June 17, 2025

Description

Date: June 17

Time: 11:00 a.m. Pacific

Duration: 60 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 a time-consuming issue. Join CUBG for this webinar and learn how you can create a process that meets regulatory standards but also makes sense for your credit union’s operations.

Learn:
– Which loans REALLY need annual reviews
− What information should be included in an annual review
− How to ensure borrowers submit timely financial and collateral data
− Processes for internally reviewing and approving annual reviews
− How to revalue collateral as part of the annual review
− Methods for tracking and scheduling annual reviews

Purchase Terms & Conditions

For live webinars, a full-team registration includes multiple attendees for your credit union. Please include these emails in the notes section at checkout. Each attendee will need a unique login link for access.

A recording of this session is available for full-team access registrations upon request. For individual registrations for webinars, the recording will be available to purchase after the session. If you registered as an individual, you can request a discount code to use on the recording purchase.

Educational materials are proprietary and are not to be shared outside of the purchasing credit union.