There is still time to register to attend the 2013 Lending Conference on October 9-10, at the Penn Stater Hotel, State College.

The conference features nationally-recognized consumer lending experts Rory Rowland, Madeline Aufseeser, Terri Smith and Robert Schroeder. Click here to register online.

Key takeaways for attendees include:

  • Identify the types of loans in demand 
  • New plays from the lending playbook  
  • Ensuring your policies are not barriers 
  • Creating win-win rewards that motivate employees  
  • Review of best practices among successful lenders

Yes! You Can Grow Your Loan Portfolio: How the Best Credit Unions Loan Out Deposits
– Rory Rowland

Rory Rowland will present research on how the best credit unions keep their loan to share ratio high. Find out what works with employee incentives, including who and what to reward to get the best results. Identify good loans faster, the best methods for "stealing loans," and more. Discover how to compete with zero percent (0%) loans; recognize the three things credit unions must do to get loaned out; and learn how to streamline the lending process and avoid losing potential loans.

Rory Rowland is a business consultant and dynamic seminar leader specializing in credit union lending skills. After serving as president of two credit unions in Missouri, Rory began helping credit unions become more effective through his high energy, fun and humorous presentations.

Risk Rating Your Loan Portfolio
– Rory Rowland

Today’s economic climate requires credit unions to look at their portfolios like never before. As regulators place more emphasis on risk rating, credit union leaders must be prepared to discuss their portfolios with examiners. 

  • Identify the seven steps to consider when risk rating your portfolio
  • Examples of risk rating systems that have passed regulatory scrutiny
  • How often loans should be risk rated
  • Pros and cons using vendors to help risk rate your credit union’s portfolio

Lending Mistakes and How to Avoid Them
– Rory Rowland

The competition for loans is intense – you need to make sure you’re not losing out on good loans. Find out the most damaging blunders credit unions make to harm their loan growth. Find out why you should take a second look at your loan denials.

Credit Cards: How Credit Unions Can Crack the Code
Madeline Aufseeser

As a new economic cycle begins, credit cards are once again the preferred consumer payment method. This session will look at how credit unions can take advantage of the cycle, new trends in consumer credit card demographics and behaviors, and a look at how to easily deploy a cross-sell program to credit union members.

Madeline Aufseeser is a senior analyst with Aite Group covering prepaid, credit and debit card issuing, marketing and processing, as well as loyalty marketing and incentives, with 25 years of experience in business strategy, product management, and marketing financial services.

Change Your Culture to Boost Lending and Member Growth
– Robert Schroeder

Are your employees order takers or member advocates? Change the rules of engagement at the retail level and move a reactive environment to a positive one. Learn how your top employees will rise to the top while the credit union and membership reap the rewards.

Robert Schroeder is CEO of the $131 million, 16,500-member Prince George’s Community Federal Credit Union in Bowie, Maryland. Schroeder will share his philosophy and tips for success for building a member-centric culture that will generate increased growth, as well as improved morale.

Selling Loans in an Electronic World
Terri Smith

This session will explore what you and your credit union are doing today to connect with your members electronically, and how to “recreate” the virtual experience for your members. Attendees will gain an understanding how to keep your virtual members loyal and thinking of your credit union first.

Terri Smith is the Director, Product Management, for CUNA Mutual Group. She is responsible for the strategic direction of the product, growth opportunities, and leading a sales team to execute on the direction. Terri’s background in leadership and financial services demonstrates her passion for helping others, meeting member needs, and making a difference in people’s lives.

Get in the Game and

CU greater than $30 Million: $339

Additional Attendees from the same credit union: $289

CU less than $30 Million: $254


For hotel reservations, contact:

The Penn Stater Conference Center Hotel

215 Innovation Boulevard

State College, PA 16823



$115 single/night $125 double/night

Group Code is LENJ12A. Room Block expires September 8.


Registration: October 9 @ 8:30 a.m.

Sessions begin at 9:00 a.m.

Lunch and refreshments are provided both days.


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Event Sponsor: PCUA Card Services

Pennsylvania Credit Union Association/Pacul Services, Inc.

Day 1 Registration - MARS Day 1 Registration - LANCASTER Both Days Registration - MARS Both Days Registration - LANCASTER