Recorded from a live session on May 9, 2019.
The examination process can be stressful and challenging. With years of experience in helping credit unions manage this process, CUBG has the expertise to help you successfully navigate your next exam.
Join CUBG’s Mike Smith for a webinar on successful strategies to help you prepare for and manage the MBL examination process.
In this webinar, we discuss:
- The examiner perspective and how they look at your portfolio
- Pursuing a cooperative approach
- Staying organized and proactively managing risks
- How to best communicate during the exam
- Managing examiner feedback constructively (even if you disagree)
Plus, learn how to establish a relationship with your examiner and the key steps you should take after your examination is complete.
Duration: 60 minutes
Meet the Instructor
Mike Smith – VP/Senior Business Services Officer, 26 Years Experience
Mike has more than 26 years experience in commercial banking, business consulting and education. Before joining CUBG he served as a Commercial Loan Officer and Vice President of a Texas based community bank where he was responsible for business development and portfolio management with an emphasis on real estate and healthcare banking.
Previously he was Director of the Small Business Development Center and an adjunct instructor at Lone Star Community College System in Houston. Mike has been with CUBG for 11 years. He consults with credit unions in the Midwest region of the United States on all aspects of business services, completes independent loan and portfolio reviews, and develops curriculum for CUBG’s education programs.