News & Information

Next free YP Boot Camp focuses on lending, financial ed

by Christine Henzig, Director of Communications Feb 15, 2017
Join Wisconsin credit union Young Professionals (YPs) for our first free YP Boot Camp of 2017, which focuses on the interplay between financial education and successful lending.

What

Free YP Boot Camp - Lending + Financial Ed + You

When

March 9

Where

SentryWorld 
601 N. Michigan Avenue, Stevens Point, WI  54481

Topics

  • Why lending is the lifeblood of your credit union, and critical help for members
  • How loan decisions are made
  • Evaluating creditworthiness and finding ways to say "yes"
  • How credit scores are generated, what affects them and where your help comes in
  • Talking to members about sensitive financial topics
  • Strategies to help members budget and build financial stability
  • Recognizing money cycles

Presenters

  • Eric Christiansen, CUDE, Senior Underwriting Analyst, Unity Health Insurance
  • Jeff Blair, Sales Executive, TransUnion
  • Lesley Enz, CCUFC, AVP & Jackie Brooks, CCUFC, PCM Credit Union
  • Credit union presidents panel - Three top executives share their credit union journeys and offer insights to aid your career path

Why

Credit unions' structure as cooperatives means our focus is not on some small, faraway group of shareholders, but on helping improve the financial position of every member-owner.

Your role is to find out what they need and guide them to the "yes" that will help them while minimizing your credit union's risk and growing your bottom line. You'll learn to help members achieve their dreams, and in so doing, strengthen your credit union financially.

How

YP Network members register free. To qualify for free registration join the Network, then complete your registration