Expertise counts: Learn and apply what they don't teach in other lending schools.

Join us at the Lending Analytics and Portfolio Management Academy and gain the knowledge that your credit union needs to respond to relevant and real life portfolio management.

Attendees will gain a full understanding of the benefits of increased data awareness and processes that will improve data availability as well as learn about key risk attributes and metrics used by loan portfolio managers to make informed decisions.

Topics include:

  • Brief History of CU Lending and Regulation
  • The Decision Process: Its Challenges and Opportunities
  • Introduction to Analysis and Key Metrics
  • Introduction to Risk Attributes/Dimensions
  • Building Informative Risk Reports
  • A Deeper Analysis of Performance Issues
  • Building Better Decision and Pricing Modules Using Results of Analysis
  • Certification*

*Your success is guaranteed.

Laptops with Windows XP or later are required for these sessions (Macs and tablets are not suitable). A limited number of laptops are available for a rental fee of $50 (see registration form).


Registration for Milpitas is closed
Registration for Manchester is closed
Registration for Denver is closed
Registration for Dallas is closed
"Considering the regulatory emphasis, economic pressures, and organization strategies, there is a great need for this type of specialized training."