Business Lending Bootcamp


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Who Should Attend:

Credit union staff new to commercial lending, experienced commercial lenders and bankers new to credit unions, loan committee and Board members, internal auditors, branch managers and anyone else looking to sharpen their business lending skills and become a more effective lender.


This fast paced two-day course delivers a comprehensive look at credit union business lending.  Learn the keys to success from experienced commercial banking and credit union experts!

Using in-depth case studies and hands on learning, you’ll gain skills and knowledge that can be quickly and easily applied at your credit union.  We’ll cover topics that will help you succeed in today’s dynamic and competitive business lending marketplace, including:

  • MBL and commercial lending rules, best practices, and NCUA and State regulations
  • Quickly and accurately screening and evaluating loan requests
  • Strategies for analyzing business financial data, including an overview of business tax returns and financial statements
  • Evaluating and accurately measuring business cash flow and repayment ability
  • Properly structuring and pricing business loans
  • Tips on analyzing personal financial data and evaluating guarantors
  • Creating high quality credit presentations or approval memos
  • Loan risk rating systems and how they can be used in approving loans and managing a portfolio
  • Collateral valuation and analysis for both real estate and C&I loans
  • Developing a loan proposal, using loan covenants, and turning approved loans into closed loans
  • Loan closing procedures, commercial loan documentation, liens and legal issues
  • Properly monitoring and servicing business loans including annual risk reviews and collections

For questions or additional information, contact us at


Cancellation Policy

Cancellations within 30 days of the session will be charged a 15% administrative fee.
Cancellations within 7 days of the session will be charged 50% of the normal fee.
The course requires a minimum of 6 attendees or may be subject to cancellation. In the event of a cancellation by CUBG, registrants will receive either a refund or a credit towards a future course (no administrative fee applies).
Educational materials are proprietary and will only be provided to course attendees.


Additional information

Salt Lake City, UT - June

June 12-13, 2024
9 a.m. – 3 p.m. each day
Utah Credit Union Association
455 East 500 South, Suite 400
Salt Lake City, UT 84111

Plano, TX - February

February 28-29, 2024
9 a.m. – 3 p.m. each day
Catalyst Corporate FCU
6801 Parkwood Boulevard
Plano, TX 75024