Lending School with Pierre Cardenas

Back by popular demand, Pierre Cardenas will be kicking off LCUL’s 2017 Education Opportunities with a Lending School on January 25-26.

Helping you to renovate and reinvigorate your credit union’s Lending Program is his #1 priority (and it should be yours too!) Pierre believes strongly that learning happens best not by looking at vague textbook concepts but by applying your own credit union and your own members into the interactive learning process. Be prepared to bring a copy your own credit union’s lending policy as well as 1-2 underwritten loans to be evaluated and discussed openly among the group.

Here are just a few of your peers comments the last time Pierre joined us for a lending topic:

• “This seminar was excellent! Pierre gave us excellent information to help improve our lending program and great ideas to enhance our loan policy.”
• “I’d love a whole week with Pierre and his great ideas! I couldn’t be more pleased with the information I obtained in this workshop.”
• “I left with a more in-depth understanding of lending and it exceeded my expectations.”
• “Pierre is an amazing teacher! I really enjoyed the interactive nature of the workshop. Using our own policies and loans is what made it such a fantastic workshop!”

Here’s a peek at what we’ll do on Day 1:

• Evaluation and Overview of the current CU Lending Market
• Understanding the limitations in your own lending policy is critical to your lending success.
• Strategic Underwriting practices for optimizing your lending program.
• How Innovative Strategic Lending Partnerships compliment your direct consumer lending program.

Here’s what you can expect on Day 2:

• Turning things around – a case study of how a CU went from negative income & lending trends to over 40% lending grown and 60+bps ROA without marketing.
• Scaling Lending through Technology – Best practice lending work-flows for efficiency
• Data Mining & Retention Lending are the keys to your relationship growth.
• Proactive Lending replaces order taking.
• Critical components to have a successful lending sales environment.

Location

Click here to book online or call 225-228-7165, group code LCU. Room block closes January 3rd! 

Educational Investment

Your educational investment is $450/person.

In the event that minimum required registrations are not met at least 8 business days in advance of program, event may be postponed or canceled at the discretion of LCUL. All registrants would be notified promptly.

*Note: mark your calendars for June 21-22 when Pierre returns for a 2-day, in-depth look at Underwriting and Collections

Registration is now closed for this program. Please email our Education Department if you have any questions.