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Event Details

Event Name:*NEW DATE* Underwriting & Collections: Understanding the Roles and the Importance of their Relationship
Date:November 8, 2017 8:30 AM - November 9, 2017 4:00 PM
Location:Baton Rouge, LA


Underwriting & Collections: Understanding the Roles and the Importance of their Relationship

After a wildly successful Lending Workshop this past January, Pierre Cardenas is thrilled to be returning to Louisiana in June, this time to unlock the secrets of successful underwriting and how underwriting is truly intertwined and works in tandem with its delicate counterpart…Collections.  If you previously thought the 2 roles weren’t intertwined, come find out why Pierre strongly believes they are! 

Pierre’s philosophy is that learning happens best not by looking at vague textbook concepts but by applying your own credit union and your own members into the interactive learning process. Be prepared to bring a couple of your own credit union’s actual loans (preferably denied loans) to be evaluated and discussed openly in our hands-on interactive session!

Join us on November 8th and 9th in Baton Rouge as we discover 

  • Evaluating Risk, Mitigating Risk & Managing Risk
  • Building Loan Portfolios
  • The importance of policy and the role it plays in underwriting
  • Risk associated with different portfolios 
    • Indirect Portfolio
    • Unsecured Portfolio
    • Secured (non-auto) Portfolio
    • Credit Card Portfolio
    • Direct Auto Portfolio
    • Home Equity Portfolio
    • Home Improvement Portfolio
  • Discussion of Best Practices in the Collection Process
  • Collections strategies as they vary per portfolio type
  • Strategic Collection practices in general
  • Peer Networking & Open Forum Discussion of your loans and issues you face in your CU daily


Embassy Suites
4914 Constitution Avenue
Baton Rouge, LA 70808

LCUL is holding a block of rooms at the Embassy at a rate of $122/night.  Book by October 17th to secure this rate!  To reserve your room, click here

Educational Investment

Registration fee of $450 per person includes cost of all food and beverage provided valued at $40* per day

*Please note, due to food and beverage minimums, LCUL cannot deduct the cost from the registration fee. The value of the food and beverage is provided for those credit unions applying for grants.


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