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Loan Participation Due Diligence:  Risk, Reward, and Regulations

Presenters: Mike Dorsett, President, Portfolio Performance, LLC; Amanda TrueBlood, Economic Development Specialist, NCUA OSCUI;
John Pamer, CEO, Diablo Valley Federal Credit Union
Moderator:        Larry Palochik,Sr. VP Member Solutions, California & Nevada Credit Union Leagues

“Due Diligence”:  the two most important words in the loan participation process.

Understanding just what questions to ask and starting small with what you know can help credit unions gain experience. Join us for an interactive discussion that will explore the risks, rewards, and regulations from experts in the field.

  • Mike Dorsett, President of Portfolio Performance, LLC will discuss best practices in both loan and seller due diligence, while reviewing how to locate and evaluate opportunities and current market trends.
  • Amanda TrueBlood from NCUA’s Office of Small Credit Union Initiatives will explore the regulatory side of loan participations.
  • John Pamer, CEO of Diablo Valley Federal Credit Union will round up the discussion sharing his insights from the credit union perspective.

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:
Mike Dorsett is President of Portfolio Performance LLC, a consulting firm serving credit unions throughout the United States in the areas of loan participations and organic loan growth. Mike has assisted both buyers and sellers in over eighty auto and MBL loan participations over the past two years, totaling more than $300M. Portfolio Performance is registered with the NASBA and conducts educational webinars for continuing education credits in all states. He has recently served as a speaker at the CUNA CFO Conference and conducted a webinar for the NCUA on loan participations. Mike’s education and professional development includes The Ohio State University, The University of North Carolina at Chapel Hill, Covey Leadership Center and The Center for Creative Leadership.

Amanda TrueBlood is the Economic Development Specialist for the NCUA’s Office of Small Credit Union Initiatives (OSCUI), where she helps OSCUI support the success of minority depository institutions and small, low-income and newly chartered credit unions through training, consulting, grants and loans, and partnership opportunities.  Amanda began her career with NCUA in 2000 as a Field Examiner in Region IV.  Throughout her career, she has been a Principal Examiner, Specialized Lending Subject Matter Examiner (SME), and a Record Keeping and Internal Controls SME.  Amanda holds a Master of Human Relations degree, a Bachelor of Science degree in Management Studies, and an Associate in Arts degree in Accounting.

John Pamer is Chief Executive Officer of the $36 Million Diablo Valley Federal Credit Union in Concord, California. John has been involved with lending in various capacities since 1991 and been a purchaser of Participations loans of various types for over ten years. Diablo Valley currently holds a participation portfolio of over $5.5 Million consisting of direct and indirect autos, as well as church loans. John has a BSBA in Finance from the Ohio State University, and earned a Master of Business Administration degree from The University of Phoenix. In addition, he attended the CUES Leadership Institute at Harvard University. John also serves as the Committee Chairman for the Credit Union Sactown Run.

Larry Palochik, Sr. VP Member Solutions, California & Nevada Credit Union Leagues

Registration Investment: $195 for League Members
You must be a member of your state league to attend this presentation.
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