Managing Your Member Business Lending Processes at the Executive Level: Part 2 – Portfolio Monitoring
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 complimentarywebinar 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
Management and board reporting
Pricing and profitability
Strategic considerations (who, where, why)
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.
CPActivity, LLC 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: www.learningmarket.org.
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