Education & Events

Get connected & sponsor a League event
Wisconsin's Credit Unions Unite for Good
Wisconsin Credit Union Foundation

YP Boot Camp: Stevens Point

YPs: Beef up your lending and financial counseling skills with the latest YP Boot Camp.

Mar 09, 2017 08:30 AM   -­­  Mar 09, 2017 04:30 PM
CT
Location
SentryWorld

601 N. Michigan Avenue

Stevens Point
,
Wisconsin
54481


For More Information


p: 

c: 

Type of Event
In Person

Who Should Attend
  • Feature
  • In Person
  • YP Network

Register

Description

YP Boot Camps are events tailored for credit union young professionals (ages 35 and under) that focus on professional growth, credit union system education and networking.

This boot camp will focus on lending, including how to read a credit report, how to best provide financial counseling for your members and the principles of loan underwriting.Join us for a day of learning, networking and fun.

Bring can goods for the local food pantry. The Central Wisconsin Chapter will donate $1 up to $100 for each can collected.

You must be a member of the YP Network to register.

Sign up for the YP Network >>

Download the brochure >>

Sessions

Lending Essentials

Eric Christensen | Senior Underwriting Analyst, Unity Health Insurance

  • Learn why lending is so important to your credit union, your members and you
  • Identify the key components of how loan decisions are made
  • Find additional ways to look at credit worthiness and to say “yes!”

Fundamentals of a Credit Report

Jeff Blair | Sales Executive, TransUnion

  • Learn what the score means
  • Find out how a credit score is generated
  • Identify the factors that affect a credit score 

Talking to Members About Financial Matters

Lesley Enz | Assistant Vice President, PCM Credit Union
Jackie Brooks, CCUFC | Financial Counselor, PCM Credit Union

  • Learn what deters people from facing money issues
  • Get budgeting tips and strategies to help members build financial stability
  • Recognize money cycles
  • Learn how to have more meaningful conversations about money with
    your members

Presidents Panel​

Carol Adler | President, Marshfield Medical Center Credit Union
Rex Fair | President, Sentry Credit Union
Kelly Hladovcak | President, Valley Communities Credit Union

  • Discover ideas for how to overcome challenges
  • Identify valued skill sets
  • Get advice for becoming the next generation of credit union leadership

Speakers

Jackie Brooks, CCUFC | Financial Counselor, PCM Credit Union

Jackie is a 16 year veteran of the financial services industry. She handles all collections functions including negative checking accounts, delinquency, repossessions and foreclosures. She also helps members with budgeting
and credit report reviews.

Jeff Blair | Sales Executive, TransUnion

Jeff has over 20 years of financial experience. Prior to his current role, Jeff was the Director of Marketing of a Wisconsin credit union and an active member of the League Government Affairs Committee and CUNA Marketing Councils. 

Eric Christiansen, CUDE | Senior Underwriting Analyst, Unity Health Insurance

Eric has over ten years in the credit union movement. He has a background in underwriting and delivery of consumer loans and related insurance products from his time at Fairwinds Credit Union (FL), Summit Credit Union and CUNA Mutual Group.

Lesley Enz, CCUFC | Assistant Vice President, PCM Credit Union

Lesley began with PCM 21 years ago as an MSR. She’s held roles in loan processing, collections and lending. In her current role she leads the collections team and handles the Allowance for Loan Loss, TDR and oversees delinquency issues.

Lodging

Holiday Inn Hotel & Convention Center
1001 Amber Avenue
Stevens Point, WI 54482
p: (715) 344-0200 ​

Rate $109.99 Single/Double, plus tax
Room block expires: February 27, 2017