Partner Events

Catalyst Corporate values partner relationships with credit union support organizations that provide high quality training and education opportunities. For member convenience, a list of upcoming events hosted by partner leagues, as well as national events that Catalyst Corporate representatives attend, is provided below.

CUBG's Board and Business Loan Committee Training


Dates & Location:

January 26 - January 26, 2023

Cost:
CUBG Members: $229; All Others: $699

Details:

This webinar gives key decision makers the information and knowledge they need to successfully oversee your credit union’s business lending program. The session will review MBL regulations and important regulatory issues, as well as the importance of cash flow and how to calculate it and other key financial ratios. Learn to distinguish between the different types of business loans and understand the primary functions of a business loan committee.

The webinar will cover:

  • MBL regulations and important regulatory issues
  • Primary functions of a business loan committee
  • How to distinguish between the different types of business loans
  • Key underwriting criteria
  • Balance sheets and income statements
  • Importance of cash flow, how to calculate it, and other key financial ratios
  • Environmental and appraisal issues and how they can affect the loan decision
  • Key aspects of the credit presentation document – what should be included and what is most important
  • Portfolio management techniques, including risk monitoring, concentrations and problem loan monitoring

    Education iconSign up

     

For more information: