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The key to successfully managing your credit union’s member business lending (MBL) portfolio is prudent governance and ongoing evaluation of your portfolio risk and profitability. With the movement of interest rates and the rumblings of a potential softening in the economy over the next few years, now is the time to ensure your institution is well positioned. Join this complimentary webinar to gain insight on best practices for effectively monitoring your MBL portfolio and ways to mitigate risks potentially impeding its success.

Topics Will Include:

  • Loan risk-rating program
    • Internal processes, including frequency and thresholds
    • Independent validation
  • Management and board reporting
    • Data integrity
    • Concentration monitoring
    • Pricing and profitability
  • Participations
    • Strategic considerations (who, where, why)
    • Monitoring expectations
  • CUSO considerations
    • Due diligence
    • Appropriate monitoring

Learning Objectives

  • To understand management’s responsibilities of loan portfolio monitoring
  • Learn more about the loan risk-rating management process

Who Should Attend

CEOs, CLOs and senior lenders


Earn 1 credit of specialized knowledge and applications CPE through a group-online delivery method. No prerequisites or advanced planning for this basic-course level.


John Miller, CPA – Shareholder
Sean Ruban, CRC, MBA – Commerical, Consumer and Real Estate Lending Associate


To inquiry about complaint and program cancellation policies, please contact our office at 248.244.3000. Due to this program being offered free of charge, there will be no refunds issued.

Register Today!


Doeren Mayhew is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of  continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


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