Webinar Package: Analyzing Business Tax Returns Tax returns are the primary financial statements used to analyze business loans. This series will equip you with the skills and confidence needed to effectively analyze personal and business tax returns as part of the underwriting process. Learn about the most common business structures and tax returns you will…
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Duration: 60 minutes Tax returns are the primary financial statements used to analyze business loans. This webinar from May 6, 2026 will equip you with the skills and confidence needed to effectively analyze 1120s for S Corporations as part of the underwriting process in credit union business lending. Through practical instruction, real-world examples, and hands-on exercises,…
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Duration: 58 minutes Tax returns are the primary financial statements used to analyze business loans. This webinar from April 1, 2026 will equip you with the skills and confidence needed to effectively analyze Form 1040 for Individuals as part of the underwriting process in credit union business lending. Through practical instruction, real-world examples, and…
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Duration: 59 minutes Tax returns are the primary financial statements used to analyze business loans. This webinar from April 29, 2026 will equip you with the skills and confidence needed to effectively analyze Form 1065 for Partnerships and LLCs as part of the underwriting process in credit union business lending. Through practical instruction, real-world examples, and…
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Duration: 56 minutes Tax returns are the primary financial statements used to analyze business loans. This webinar from May 27, 2026 will equip you with the skills and confidence needed to effectively analyze Form 8825 and Schedule E as part of the underwriting process in credit union business lending. Through practical instruction, real-world examples, and…
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Duration: 60 minutes Tax returns are the primary financial statements used to analyze business loans. This webinar from April 15, 2026 will equip you with the skills and confidence needed to effectively analyze Schedule C for Sole Proprietors as part of the underwriting process in credit union business lending. Through practical instruction, real-world examples, and…
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Duration: 63 minutes Having a thorough understanding of all borrower and guarantor investments is vital for an accurate financial analysis. To fully assess cash flow and the impact of related entities, it’s critical to review borrower and guarantor K-1s. The Schedule K-1 tax form reports a partner’s share of a business’ profits, losses, deductions, and…
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Duration: 63 minutes Having a full understanding of the financial position of the borrower and guarantors is imperative in underwriting. In this webinar from August 17, 2023 CUBG’s Mike Smith shows how to use the personal financial statement to better analyze business and property owners as a potential source of repayment. We review important financial…
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Duration: 60 minutes Need advice? In this webinar from May 6, 2025 CUBG analysts and underwriters answer commercial lending questions summited by credit unions. From cash flow and ratios to annual reviews and collateral – you have questions, and we have the answers. Also hear about emerging regulatory issues and the most common underwriting…
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Duration: 60 minutes Asset-based lines of credit are loans secured by equipment, inventory, or accounts receivable and used by businesses to fund working capital needs. Offering asset-based lines of credit can help your credit union better serve your business members by providing them with the funds they need to further grow their business. Recorded…
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Duration: 22 minutes CU Business Group’s The Basics of Business Entity Type gives a summary of the most common types of business entities you’ll encounter as a credit union. These business entities include sole proprietorships, DBAs, corporations, limited liability companies, partnerships, associations, and campaigns. Some of the topics covered in this course include: A…
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Duration: 31 minutes This basic webinar is designed to familiarize loan officers with the terms and purpose of various forms of short-term lending with a focus on revolving lines of credit. This session provides a high level overview on how to determine whether a revolving line of credit is the appropriate product to meet a members…
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Duration: 62 minutes Managing annual reviews is one of the most challenging aspects of business lending for credit unions. The ongoing monitoring of individual loans is a regulatory hot button and can be time-consuming. In this webinar from June 17, 2025 learn how you can create a process that meets regulatory standards but also…
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Date: Thursday, October 15 Time: 11:00 a.m. Pacific Duration: 60 minutes When traditional financial information is limited or outdated, business bank statements can provide valuable insights into a borrower’s cash flow, operating trends, and repayment capacity. In this one-hour webinar, you’ll learn how to analyze business bank statements to identify revenue trends, evaluate cash…
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Cost: Complimentary Duration: 41 minutes Today’s competitive lending market and selective collateral appetite make securing new commercial loans a challenge for credit unions. Carving out a niche and differentiating yourself will allow your commercial loan program to capture established markets, increase your pipeline, and escape the competition while serving your members’ borrowing needs. Blanket…
Duration: 93 minutes Recorded from the live presentation on January 26, 2023, this webinar gives key decision makers the information and knowledge they need to successfully oversee your credit union’s business lending program. We’ll review MBL regulations and important regulatory issues as well as the importance of cash flow and how to calculate it…
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Duration: 62 minutes Compliance with the Bank Secrecy Act (BSA) is everyone’s job – no matter your role at the credit union. In this fast-paced session with CUBG experts, hear the need-to-knows about BSA, anti-money laundering, and counter financing of terrorism, and ensure your team has the training they need to be compliant. This…
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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…
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Date: Thursday, November 12 Time: 11:00 a.m. Pacific Duration: 60 minutes Business credit cards can be a powerful tool for attracting and deepening relationships with business members while generating fee income and enhancing non-interest revenue. In this one-hour webinar, learn the key steps to launch, manage, and grow a successful business credit card program….
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Duration: 61 minutes Your credit union’s relationship with a business member often begins at account opening. Join CUBG for the training you and your staff need to open and maintain accounts for all types of businesses. Explore the basics of business accounts from business entity types and the required documentation for opening and maintaining…
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Explore this package of webinars featuring the essential information your credit union needs to confidently open business accounts and manage risk! This package includes these popular on-demand webinars: ✓ The Basics of Business Entity Types Learn about the most common types of business entities you will encounter at the credit union and what you need to…
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Presenter: Jennifer Blevins, Wespay Duration: 45 minutes With the increasing sophistication of fraudsters, it is important to follow industry best practices and utilize robust fraud mitigation tools. This session from April 24, 2025 will discuss current business fraud industry trends, how to identify these scams, and the tools you can use to help combat…
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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. Description: This fast paced two-day course delivers a comprehensive look at…
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Duration: 59 minutes Need to know more about business lending? As a consumer or mortgage lender, you’ll find that business and commercial lending is different. To be successful in this space, you’ll need a basic understanding of how these loans differ from consumer and mortgage loans and how the business lending process works. Join…
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Duration: 68 minutes With 2025 in the rearview mirror, join CUBG in this webinar from December 18, 2025 as we reflect on changes in the business services space throughout the year, review industry statistics and trends, and share our forecast for what credit unions can expect as we cross into 2026. Purchase…
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