Portfolio Reporting Trends – May 7, 2026

Description

This page is for registering only for the May 7 webinar on portfolio reporting and trends. This webinar is part of the Portfolio Management Series. If you want to register for the entire series, please go here. Attendees registering for the entire 3-webinar series receive a 15% discount.

Date: Thursday, May 7

Time: 11:00 a.m. Pacific

Duration: 60 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, and improving portfolio performance. In this session we’ll discuss examiner expectations and best practices for reporting and trend analysis.

Learn about:
– The types of loan reports your board and management need to be reviewing regularly
– Examples of trend analysis reports
– Sample standard board and loan committee reports
– How to use your LOS and core system to improve reporting
– Creating a loan portfolio scorecard for use in benchmarking against financial industry peers

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.