Leaders in Lending: Get Ahead in Today's Hypercompetitive Marker


Published: Mar 29, 2021

Event date: 5/12/2021 9:00 AM - 5/13/2021 12:00 PM Export event

We are thrilled to bring Pierre Cardenas back to Louisiana for a thought provoking lending program taking place virtually on May 12 & 13 from 9:00 am until noon each day. This is NOT a procedural workshop to cover the how-to of lending. In this engaging and interactive workshop, Pierre will help leaders in lending to think strategically and realistically about today’s lending market and the best way to position your lending program now and for future growth.

  • We begin with a Case study of a $125M credit union on the brink of NCUA take over. Under instructions to grow loans without utilizing an indirect program, with little to no marketing budget, no hiring budget and a capital ratio under 6%, we will work in small groups of similar asset size for a “what would you do?” analysis to devise strategies. Entire class will participate in debriefing discussion and hear actual results. Chronological points of discipline will be presented

  • Lending Trends and Coming Competition. Let’s discuss trends and the role of Fintechs in lending’s hypercompetitive marketplace. Pierre will share strategic moves to compete and maintain relevance for the next generation of members.

  • Scalability is key to your lending future. We will focus on selecting the right technology and the right amount of remote access without giving up your CU’s value proposition. As part of this discussion, Pierre will briefly touch on strategies to maintain branches as a compliment to digital services despite decreasing foot traffic

$225 per registrant

Pierre Cardenas, MBA, NCCO. Pierre has 30 years in the financial industry at both credit unions and banks ranging from 140 Million to over a Billion in assets, having held executive level positions in all. Pierre has built and managed consumer, mortgage, indirect and commercial programs along with building innovative remote delivery channels and retail branch experiences. He has held positions in compliance for community banks & credit unions and maintains his NCCO designation. Through his extensive operations, sales & service experience he has built, managed and expanded numerous service level, culture transformation programs at Credit Unions all over the US.

In 2008 Pierre started “Innovators of Change” and in 2010 joined forces with Brett Christiansen & CU Lending Advice, specializing in innovative direct lending solutions in underwriting, sales, training, BPI, along with loan portfolio management & evaluation. As of 2015 Pierre also assumed the position of CEO of Capitol Credit Union in Texas.

Register Today!

This program welcomes participants of member credit unions of the

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