Building Your Credit Box – February 26, 2026

Description

Date: Thursday, February 26

Time: 11:00 a.m. Pacific

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 a well-defined credit box is a must for credit union lenders, analysts, loan committee members, and senior management. Join CUBG for this webinar as we step you through developing a credit box aligned with your credit union’s goals.

This session will help you:

– Analyze what matters most to your credit union and why
– Determine what loans you will and won’t make
– Define key loan eligibility criteria
– Construct key financial criteria and metrics
– Form the financial analysis techniques and methodology you’ll come to rely on
– Identify acceptable collateral types and assessment tools
– Create risk rating matrices that make sense for your credit union
– Align your lenders, analysts, and management in order to make more high-quality loans

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.