2017 Lending
Conference 




Please see below for the schedule of events as well as hotel information. 


Hope to see you there!

Please join us!

Thank you for registering, !


A confirmation email will be sent to you shortly. 


We are hosting this business casual event at the Best Western PLUS Bloomington, 1901 Killebrew Dr., Bloomington, MN 55425. (Near the Mall of America: on the south side and across the street.) .


Schedule of events:

Tuesday, September 19


9:00 -10:00 Registration

10:00-10:05 Welcome and Introductions

10:05-10:30 CU Companies President/CEO Brad Crandall – Our reason for being: Collaboration between financial institutions.

10:30-11:30 Fannie Mae Update – Brian Driscoll, Fannie Mae

11:30-12:30 Networking Lunch

12:30-1:00 Overview of CU Companies Business Units and Services

1:00-2:00 Main Speaker- Rob Bell

Make customers say “WOW!” by transforming and elevating customer service throughout your organization. Rob will show you how to use service excellence to keep customers happy and coming back for more.

2:00-3:00 Breakout Sessions:

Mortgage: Increase borrower buying power and mortgage originations by understanding credit scores. Presented by Jim Kaiser, Advantage Credit Inc.

Business Lending: Should I start an MBL program? Learn the advantages, risks, and how a partner can help. Presented by Brian Mielke, CU Companies Vice President, National Sales Director.

Commercial Title: Check out how reliable title experts can reduce your risk and protect buyers/sellers of real estate. Presented by Melissa Page Boeshans, CU Commercial Title President - National Business Development.

3:00-4:00 Breakout Sessions:

Mortgage: Best practices for setting up mortgage escrows. Presented by Kathleen Nystrom, CU Companies Loan Servicing Director.

Business Lending: The 2017 MBL Rule Changes – New opportunities to grow commercial assets and serve your community. Presented by Tony Lillie, CU Business Lending Chief Credit Officer.

Commercial Title: Check out how reliable title experts can reduce your risk and protect buyers/sellers of real estate. Presented by Melissa Page Boeshans, CU Commercial Title President - National Business Development.

4:00-6:00 Reception with drinks and hors d'oeuvres

6:00 CU Companies' Evolution Event! You will be the first to learn our new name and embark with us into a new era for CU Companies. Open house style beginning at 5:30 p.m. Please come as you are. 


Wednesday, September 20


8:30-9:30 Networking Continental Breakfast

9:30-10:30 Economic Update: Credit Union National Association Economist Mike Schenk

With the U.S. economy at the eight-year mark for economic expansion, an increasing number of observers are voicing concern about the outlook for 2017 and beyond. Find out what these developments mean for your financial institution.

10:30-11:30 Breakout Sessions:

Mortgage: Using CU Companies' mortgage products to serve borrowers and grow mortgage lending. Presented by Rachel Mengelkoch, CU Companies Training and Product Development Manager.

Business Lending: Managing risk and reward – How to choose between organic loan growth and participations. Presented by Tony Lillie, CU Business Lending Chief Credit Officer.

11:30-1:00 Networking Lunch

1:00-2:00 Breakout Sessions:

Mortgage: Introduction of new UCD Requirements. Presented by Casey Delinsky, Capital Markets Manager. 

Business Lending: Successful commercial loan growth - How one credit union built a profitable MBL portfolio. Presented by Brian Mielke, CU Companies Vice President, National Sales Director.

2:00 Closing Remarks



Hotel Information

To make your hotel reservations, contact Best Western PLUS Bloomington (By the Mall of America) at 952-854-8200.

1901 Killebrew Dr, Bloomington, MN 55425



THANK YOU TO OUR SPONSORS:

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CU Companies
500 Main Street
New Brighton, MN 55112

CU Companies is a DBA of C.U. Mortgage Services, Inc., NMLS #1037
Equal Housing Lender

Phone: (651) 631-3111
Toll Free: (800) 766-5626
info@cucompanies.com

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