Duration: 63 minutes As non-profits themselves, credit unions understand how important these entities are to our communities. However, lending to non-profits and charities is different than traditional business and commercial lending. In this webinar from May 9, 2024, CUBG shows you how to approach non-profit loans. We’ll discuss how to analyze cash flow for…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 58 minutes The cornerstone of portfolio risk management is a sound credit risk rating system. In this recording of the live session on March 10, 2021 – we show you why a strong risk rating system is important, how to assess your current system, and how to use risk ratings to determine the…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 95 minutes As new originations slow and existing loans face uncertainty, it may be time to reassess how your credit union makes and manages loans. Join the experts at CUBG in this session from August 2,2023 for the best methods to manage your commercial lending program in today’s economy. Topics include: – Current…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 57 minutes Making small balance business loans is vital to having a successful commercial loan program. In this webinar from April 10, 2025 learn about the benefits of making non-real estate loans under $250,000 for your credit union and community. Discover how “small” business loans can be big for your credit union! Learn…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 55 minutes One of the keys to being a successful commercial lender is conducting effective and efficient visits with existing and proposed business members. Your ability to establish rapport with the business owner and managers, along with the information you obtain at these visits, will likely turn your prospects into members or produce…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 36 minutes Managing deposit risk is just as important as managing credit risk. What questions should you ask when opening new accounts? What do you need to do to verify your business members’ information? In this webinar we’ll review these important questions and provide you with the resources you need to avoid potential fraud….
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 66 minutes Many credit unions have large portfolios of CRE that will be maturing in 2024. Some of these loans may already be struggling due to economic conditions, and the rapid increase in interest rates over the past year may further impact cash flow. Properly managing these loan maturities will be key to…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 63 minutes So you have an SBA loan program… but do your business members know that? The only way to grow your SBA program is to advertise it. Join CUBG in this webinar from October 20, 2025 for guidance on how to market your credit union’s SBA program and grow your SBA lending…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 63 minutes The examination process can be stressful and challenging. With years of experience in helping credit unions manage this process, CUBG has the insights to help your credit union improve and successfully navigate your next exam. Join CUBG’s in this session from August 7, 2025 and discover strategies to aid you in…
Select options
This product has multiple variants. The options may be chosen on the product page
Presenter: Kevin Gulledge, Abrigo Duration: 44 minutes As the cannabis industry continues to grow, financial institutions face unique challenges and opportunities. Join Kevin Gulledge for the strategies you need to navigate this regulatory framework (including the SAFER Banking Act), mitigate risks, and capitalize on the evolving cannabis market and banking cannabis-related businesses (CRBs) for…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 54 minutes The SBA has strict guidelines that govern their loan programs. As a current or potential SBA lender, these guidelines determine which businesses you can extend SBA loans to and the loan types you can offer. While the majority of businesses are eligible for SBA financial assistance, your credit union may receive…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 60 minutes Collateral is often the secondary source of repayment on a commercial loan and knowing the current value of that collateral is a key part of assessing risk in your portfolio. Performing collateral re-valuation as part of annual or periodic reviews is also a regulatory requirement, a hot button with examiners, and…
Select options
This product has multiple variants. The options may be chosen on the product page
Business lending is often a complex game of hide-and-seek. Sometimes spotting red flags to see why a loan won’t work is easy. However, “easy” is not the case for every loan you’ll encounter. Explore this package of webinars featuring the essential red flags and warning signs your credit union should be looking out for when…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 58 minutes Business lending is often a complex game of hide-and-seek. Sometimes spotting red flags to see why a loan won’t work is easy. However, “easy” is not the case for every loan you’ll encounter. In this recording from October 7, 2025 Hear about the financial red flags and warning signs your credit…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 59 minutes Too often, credit unions focus on only the financials when making loans. However, there is much more to approving a loan than just the DSCR. Non-financial issues can heavily impact business members and should also be considered in analyzing loans. In this webinar from September 18, 2025 discover the non-financial risk…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 55 minutes Join CUBG and learn an overview of the most commonly asked about regulations and compliance issues impacting business accounts. Gain the knowledge you need to stay compliant! Learn about: Regulation D (Reserve Requirements) Regulation CC (Check Holds) Regulation GG (Internet Gambling) Regulation DD (Truth in Savings) Regulation E (Electronic Funds Transfers)…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 83 minutes It’s a common misconception that business and commercial loans are exempt from most lending compliance regulations, but that is actually NOT the case. In fact, many consumer-oriented lending regulations actually apply to business loans, but often in a more nuanced manner. Ensuring your staff have the knowledge they need to comply…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 52 minutes SBA 504 loans are uniquely designed to help businesses grow by providing a source for long-term, fixed-rate financing. These loans are a great financing solution for small business owners looking to purchase real estate or equipment. Offering SBA 504 loans can help your credit union deepen relationships with business members and…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 65 minutes Hear the latest SBA program updates The SBA made updates to the Standard Operating Procedures (SOP) 50 10 8 and substantial changes to the primary loan programs. Join CUBG’s team of SBA experts in this webinar from July 30, 2025 for a breakdown of these major changes and what they mean…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 63 minutes Automated Clearing House (ACH) and Remote Deposit Capture (RDC) have become industry standards in deposits and are common products for credit union business members. However, both also come with their own regulations and challenges. Managing risk is essential to protect both the credit union and the member. Join CUBG’s Liz Volin…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 64 minutes When analyzing a loan on commercial real estate collateral, lenders typically focus on loan to value, management, and cash flow. However, analyzing the tenants that pay rent to generate that cash flow is also essential. Join CUBG in this recording from April 6, 2023 and learn how to assess these tenants…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 55 minutes As lenders, the pandemic has taught us that anything can happen, and we need to be ready. It is more important now than ever to know how your loans will perform when economic factors change. Knowing how to properly stress test your loans will help you prepare. In this webinar, we…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 58 minutes Small and micro business loans represent a huge opportunity for credit unions to serve their communities and expand relationships with existing borrowers and business members. Join CUBG and learn how to make small dollar business loans in an efficient, profitable, and safe manner. This webinar discusses: − Loan types and collateral…
Select options
This product has multiple variants. The options may be chosen on the product page
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…
Select options
This product has multiple variants. The options may be chosen on the product page
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…
Select options
This product has multiple variants. The options may be chosen on the product page
