Date: Tuesday, November 10 Time: 11:00 a.m. Pacific Duration: 60 minutes Public entity lending can be a valuable growth opportunity for credit unions, offering relationships with municipalities, school or utility districts, and other governmental organizations. In this one-hour webinar, learn the fundamentals of underwriting and structuring loans for public entities, including financial analysis, legal…
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Duration: 58 minutes Letters of Credit (LCs) are formal documents that guarantee payment to a seller or beneficiary on behalf of a buyer – and a product your credit union should be offering! LCs act as a form of financial promise, ensuring the seller will receive payment and are a common financial product used by…
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This webinar focuses on the information needed to pull together a complete loan package. Participants will learn how to take a loan application, gather appropriate documents from the borrower, and review key financial data to better understand the borrower’s financial situation. Specific areas covered include: The application checklist The loan application Personal financial statements Tax returns and business…
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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…
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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…
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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…
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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….
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Duration: 66 minutes Many credit unions have large portfolios of CRE that will be maturing soon. 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 avoiding…
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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…
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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…
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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…
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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…
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Explore this package of webinars featuring the essential topics in credit union portfolio management. This package includes 15% off these popular on-demand webinars: ✓ 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…
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Duration: 56 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,…
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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…
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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…
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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…
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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…
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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)…
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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…
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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…
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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…
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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…
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Duration: 28 minutes Cost: Complimentary When business balances start climbing, finding a low-lift way to keep those funds federally insured becomes a priority. Join Chris Lewis of Primary Financial and Sarah Nienke of CUBG to explore SimpliCD, a turnkey CD placement program designed to spread large deposits across FDIC- or NCUSIF-insured issuers without the…
Duration: 62 minutes NCUA business lending regulations and supervisory guidance continue to play a critical role in shaping safe and sound commercial lending programs. In this webinar from July 29, 2026 gain a practical understanding of key NCUA business lending requirements, including commercial loan policies, underwriting standards, risk management practices, loan documentation, collateral valuation,…
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