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PROGRAM DESCRIPTION

Dissecting Which Loan Participation is Best for your CU

Understanding which Loan Participations are best for your credit union is essential. The key is to start with what you know. In part two of the series, we will take a deeper look into the various types of loan participations available to credit unions. We dive into Auto loans (Direct and Indirect), Mortgage loans (Fixed and ARM), and MBLs. In addition, we will discuss loan pools, hybrids and even touch on non-traditional options.

We will discuss everything from what questions to ask to which partners are available to purchase from and more importantly, what to consider when doing your due diligence before you purchase.

Who should attend?
Although this session is geared toward credit unions under $100 million in assets, all credit union professional who manage or determine policy and procedures for loan participations, particularly in these departments will benefit:

  • Lending
  • Operations
  • Risk Management
  • Accounting

Meet the presenters:
Kathryn Reidel, Strategic Initiatives, Xceed Financial FCU, is responsible for forming and developing relationships within the financial services industry, leading strategic initiatives and special projects. With 11 years of experience in banking, sales, and marketing, Reidel has special expertise with loan participations, having worked with more than 70 participants on transactions totaling more than $250 million in 2015.
 
She is also skilled in expanding market territories, increasing profit margins, exceeding company sales goals, and delivering superior client relationships. Previously, she has held positions with one of the nation’s largest banks and handled marketing for the Los Angeles-based, national management consulting firm The Affinity Advisory Group.

Diana Michaels is CEO of Western Healthcare Federal Credit Union. She began her career in credit unions over 34 years ago, moving from the teller line to first time CEO in just 11 years. She is a frequent speaker on specific applications and new product implementations, and is a mentor to many peers.

Diana is a graduate of Western CUNA Management School and CUNA Financial School. She is a committee member of CUNA’s CFO Council and is a member of the Shapiro Advisory Committee, serving as its Chair during 2012 & 2013. Diana has served on the Board of Directors for the California Credit Union League (CCUL) for over 8 years, serving also on numerous CCUL Committees. She is an active member of Healthcare Credit Union Association (HCUA). Diana attends regular Credit Union Bay Area Executive Coalition (CUBAEC) meetings for education and networking opportunities.

Christopher Bruno is CEO of McKesson Employees FCU. As a seasoned credit union veteran, Chris has had the pleasure of serving in the industry for well over 24 years. His career in the financial services industry started out with a 7-year stint at a bank. After leaving the bank, he started his career with credit unions. He immediately recognized the difference between banks and credit unions. He was finally part of something in which people mattered. Over the past two decades, Chris has worked at several Credit Unions and has held just about every position possible including his current position as President and CEO of McKesson Employees’ FCU.  His passion for credit unions carries over to just more than McKesson. More recently, he has been fortunate enough to be involved with the Shapiro Committee as one of their board members, and he also sits on the CUNA’s Small Credit Union Group board as well.

   
Registration Investment: $195 for League Members
You must be a member of your state league to attend this presentation.
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Webinar to participate in: eTrain: Dissecting Which Loan Participation is Best for your CU
 
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