In today’s low interest rate environment, a number of credit unions are purchasing portions (participations) of Member Business Loans without knowing anything about the loan they are buying and/or without conducting any due diligence on the credit union originating the loan.

Attend and learn MBL Participations best practices.

Sellers of MBLs are often looking for ways to expand their list of potential buyers. Attend this session and connect with some of the most active member business lenders in the region.

Learn expectations of you, the buyer.

Speaker Kevin Dion, with a strong background in business lending, will share his insight and expertise as a former CEO of an MBL Credit Union Service Organization in Florida. His experience covers all facets of member business lending, including underwriting, documentation, and portfolio maintenance services. Plus, Jeff Judy, nationally recognized credit union and banking trainer, will engage and direct attendees with a no-holds-barred style during the panel and round table discussions.

If you're engaged in member business lending, or looking to add this to your portfolio of services, you'll not want to miss this valuable training and networking event. Register today!


AGENDA

9:30 - 10:45 a.m.
CAVEAT EMPTOR-The Basics of Loan Participations and Why the Basics are Important
Kevin Dion, VP of Business Lending, Citadel Federal Credit Union

[Dion biography]

Loan Participations are one method for credit unions to build their MBL portfolios when it is not possible to invest capital in direct loan origination. However, as with all purchases, it is important for your credit union to conduct its own due diligence before committing to an interest in a loan participation. In this session, the basics of loan participations will be discussed and the importance of understanding the strengths and weaknesses of the credit will be emphasized. Q&A will follow presentation.

11:00 - Noon
NCUA’s Perspective on MBL Participations
William MacMaster, NCUA Regional Lending Specialist - Region II DSA - East

[MacMaster biography]

1:00 - 2:15 p.m.
Panel Discussion “To Participate or Not”
Moderated by Jeff Judy

[Judy biography]

Learn the why’s and how to’s directly from some of the most active buyers and sellers in our region.
Panelists include:

  • Tammy Baker, Loan Participation Manager, Members 1st FCU
  • Rick Wieczorek, President/CEO, Mid Atlantic FCU
  • John Hayes – EVP/COO, US Senate FCU
  • Robert Fox – Chief Lending Officer, American Heritage FCU
  • Dallas Zulli – Vice President, Business Lending, AmeriChoice FCU

2:30 - 4:00 p.m.
Networking Roundtable Discussions “My Kingdom for Some Information”
Led by Jeff Judy


Connect with buyers and sellers in the room and engage in meaningful conversations.


$189 per attendee
Credit unions under $30 million in assets attend for only $142
Registration: 8:30 - 9:30 a.m.
Continental breakfast and lunch included with registration.

March 14
Eden Resort
222 Eden Road
Lancaster, PA 17601
866.801.6430
$99/night
(reference PA Credit Union Association)

REGISTER NOW

Conference Sponsors

Keystone Business Lending Solutions, LLC

Member Business Financial Services

Pennsylvania Credit Union Association/Pacul Services, Inc.
4309 N Front Street s Harrisburg PA 17110 s 800.932.0661