A credit union's business lending unit cannot perform in isolation,
but it does need to operate at an optimum level. Learn where your program can be improved.

An intermediate level course designed for CEOs, CLOs, business lenders and board members who have established business lending programs and are willing to challenge methods and methodologies in use at their own credit unions.

This deep dive into MBL Program Oversight and Risk Management will leave attendees with the tools to re-examine practices in place at their credit unions and provide them with best practices and tools for program improvement.

Event facilitator, Vincent DiCara, co-founder of Development Finance Training and Consulting, Inc. and currently the owner of DiCara Training and Consulting, LLC, will lead participants on a journey toward a collective goal of achieving excellent MBL program oversight and risk management skills.

You Create the Agenda

Prior to the Conference, attendees will be asked to complete and submit a survey to PCUA. At the Conference, survey results will be shared and discussed in-depth. This part of the conference will explore new ways to approach common issues related to business lending program management and oversight.

You set the agenda. Take the survey

The Conference will also focus on NCUA scrutiny, the government programs you and your member businesses need to be aware of and collaborative case study sharing and discussions. In addition to the survey, attendees will be asked to provide the framework for a case study they wish to discuss in class. Perhaps the framework will explore a loan request that the credit union booked and wondered if they could have structured it differently, or perhaps it will consist of a loan they turned down and still wonder if they made the right decision.

Read this press release from the Lt. Governor's Office

Agenda

Thursday, September 26
8:30 - 9:00 a.m. Registration & Continental Breakfast
9:00 - 9:10 a.m. Welcome, Announcements & Introductions
9:10 a.m. - 12:00 noon In-Depth Dive Into Industry Best Practices
Results from the Pre-Conference Survey—completed in advance of the course—will be discussed at length. Attendees will explore different ways to look at very specific components of a sound business lending portfolio, such as the merits and pitfalls of the use of global cash flow, concentration monitoring, loan rating migration analysis and much more.
12:00 noon - 1:00 p.m. Lunch
1:00 - 5:00 p.m. Continuation of In-Depth Dive Into Industry Best Practices
Results from the Pre-Conference Survey—completed in advance of the course—will be discussed at length. Attendees will explore different ways to look at very specific components of a sound business lending portfolio, such as global cash flow, concentration monitoring, loan migration analysis and much more.
5:00 - 6:00 p.m. Cocktail Reception: Sponsored by Weltman, Weinberg and Reis Co., LPAWeltman, Weinberg & Reis
Friday, September 27  
8:30 - 9:00 a.m. Continental Breakfast
9:00 - 10:00 a.m. Dealing With NCUA
An open discussion about particular issues credit unions are having with NCUA in regard to the safety and soundness of their MBL program, along with honest and frank discussions on the best approach in handling the issue. Best Practices shared during Day One of the Conference will be re-introduced as possible NCUA fire extinguishers.
10:00 - 12:00 noon The Use of Government Financing Programs
Find out what is happening on the federal level and the types of programs that credit unions need to be aware of, including subordinated debt financing through private non-profit sources and other financing gap-filling programs.
12:00 noon - 1:00 p.m. Lunch
1:00 - 5:00 p.m. Case Study Discussion & Networking
In advance of the conference, attendees will voluntarily provide the framework for a case study which may have been a deal they booked or one they passed on; one that the lender is left wondering if there had been a better way, or something he could have done differently.
5:00 p.m. Closing & Adjournment

Hotel

Penn Stater Conference Center Hotel
215 Innovation Blvd.
State College, PA 16803
Phone: 800-233-7505

Hotel Registration
For room reservations, call The Penn Stater and reference Group Block Code CREI13A

Single $119
Double $129

Room block expires August 25, 2013

Registration

$369 for first attendee
$329 for each additional attendee

Register today for the Achieving Excellence in MBL Programs

Questions?

For questions, contact Molly Snody at 800-932-0661, ext. 5209, or email molly.snody@pcua.org.