To sign-up for LCUL's preferred pricing, visit LCUL's member page for details.
LCUL is pleased to announce a great discounted offer for member credit unions. If you are a lender, analyst, underwriter, or team leader and if your members are small- to mid-size businesses, farmers, or individuals with complex situations and multiple interrelated tax returns, this resource is for you. Learners gain valuable knowledge in order to:
- Improve both competence and confidence in analyzing tax returns and/or financial statements
- Obtain the required documents, statements and returns
- Determine qualifying income to cover debt service and/or payments to owners
- Spot red flags and ask good questions
- Write more clear documentation so people understand your thinking
- Recognize additional loan opportunities and pursue them
The training is designed using proven principles of adult learning, and is taught by Linda Keith, CPA, a frequent contributor at CUNA conferences.