2024 Lending School - Albany
Tuesday, May 7, 2024; 9:00am - 4:00pm
You don’t want to miss this training! Don Arkell is a sought after trainer and consultant. This all day engaging and entertaining session will empower you to make great loan decisions and earn more of your member’s business.
This course is designed for loan officers, member service representatives and all lending professionals looking to refresh their lending expertise; this session will cover lending’s critical essentials and best practices for lending success including the following topics & more:
- What must happen in every loan interview
- Gain more of your member’s business
- Follow the guidelines for secured and unsecured lending
- Teach FICO scores to members, including how to improve them
- Spot three bankruptcy predictors and how to deal with them
- Responsibly underwrite high-risk loans
- Break out of the Lending Boxes that Bind You
- Appropriate Collateral
- Underwriting Traps
- Real Risk Factors
- Selling value in a competitive landscape
- Sell more ancillary products
Conference Agenda:
*Subject to change*
| Tuesday, May 7, 2024 | |
| 8:30am - 9:00am | Registration/Breakfast |
| 9:00am - 12:00pm |
Session |
| 12:00pm - 1:00pm | Lunch |
| 1:00pm - 4:00pm | Session Continues |
Location:
New York Credit Union Association Headquarters
4 Tower Place, 5th Floor
Albany, NY 12203
Who Should Attend?
Loan Officers, MSRs, Lending Management, Lending Professionals looking to refresh their lending expertise
Educational Investment:
- Credit Unions Up to $100 Million in Assets - $275 per person
- Credit Unions Over $100 Million in Assets - $549 per person
The New York Credit Union Foundation is proud to support New York credit unions with up to $100 million in assets by underwriting this special rate on Association events. To learn more about the Foundation and its programs, click here.
Registration Deadline: April 19, 2024
Presenter:
Don first worked with Brett Christensen at Clark County Credit Union as one of his original hires and a member of his first sales team. While at CCCU, Don quickly moved through the ranks at the credit union, working in all areas of Sales and Lending. He eventually founded a CUSO owned by CCCU– Members Auto Brokerage Service, Inc, as well as serving time as COO at Red Rocks Credit Union in Highlands Ranch, CO.
Don helped RRCU to establish a vibrant sales culture while transforming the Credit Union from full retail delivery to offering 100% of consumer loans and member service through remote delivery channels. This effort drove down operational expenses, reduced the FTE count, increased loans, total assets and net income.
Since joining CU Lending Advice in 2015, Don has been working directly with credit unions ranging in asset size from $10M-$18B across the United States. Don spends between 100-150 days per year onsite with clients in the industry.
Don’s unique consulting style and passion for Sales and Leadership have made him a sought-after speaker, trainer and strategist in service to individual credit unions, professional associations and industry providers. He works with credit unions around the country helping them grow their loan programs, organizational design, lending technology and strategic planning.
As a proud graduate of UNLV, Don enjoys spending time with his wife and two adult children. He can often be found in the field with his hunting dog Sue chasing geese and ducks during waterfowl season.
Thank you to our sponsor!
Cancellation Policy:
A refund of the amount paid, less an $110 administrative fee per registrant, will be given for all cancellations submitted via email to events.training@nycua.org ten or more business days prior to the start of the session. No refunds will be granted if the cancellation is received after that time frame. Substitutes will be accepted any time prior to the start of the program at no additional cost. Simply email events.training@nycua.org, listing the new participant and who they will be replacing.
Event Code of Conduct and Protocols