Portfolio Management – 3 Webinar Series

Description

Register for the entire 3-webinar series and receive 15% off! 

Each of the 3 sessions in this series will cover a specific topic in credit union portfolio management, including:

April 2, 2026 – 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 fast 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 fare under possible adverse financial conditions. Knowing how to properly stress test your loans and your entire commercial portfolio will help you prepare for any eventuality.

April 30, 2026 – Collections for Credit Unions  |  Commercial loan officers play a crucial role in managing and recovering debts owed by member businesses. Learn how your business lending team can be a more effective part of the collections process and help reduce business loan delinquencies, or avoid them altogether. Join CUBG for an overview of the collections process to get  prepared well before you need to collect on a loan.

May 7, 2026 – Portfolio Reporting and Trends  |  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, and improving portfolio performance. In this session we’ll discuss examiner expectations and best practices for reporting and trend analysis.

All webinars will last 60 minutes and take place at 11:00 a.m. Pacific time on the dates above. 

If you want to register for only one webinar in the series, please check our calendar for those listings.

Purchase Terms & Conditions

At checkout, please include the names and emails of the attendees you would like to attendee the series sessions live. Each attendee will need their own unique login link for access to the live webinar. A recording will be made available after the live session to attendees registered for the series.

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