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Albuquerque Chapter of Credit Unions

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Financial Counseling for Loan Officers TeleCourse

April 07, 2010
10:00 a.m. – 12:00 p.m. CDT

What You Will Learn:

In a challenging economy credit union members may need extra help managing their finances.  It is important for today’s loan officers to have a basic financial counseling model handy to help members establish or re-establish good credit histories, streamline their financial management, and ease their cash flow crunch. 

This TeleCourse addresses

• Today’s challenging environment.
• Why “financial counselor” should be in every loan officer’s job description.
• Serving and lending to different segments.
• Discussing credit reports with members.
• Using a financial counseling model.

Speaker: Rick Menton is President of Menton Consulting, Inc.  His consulting practice focuses on providing credit unions with strategic management and planning facilitation, project management assistance, executive recruitment, and seminar and workshop presentations.    Prior to forming Menton Consulting, Inc., he spent 23 years with the Minnesota and Oklahoma Credit Union Leagues in senior management positions.

Get Connected: It’s as easy as 1 - 2 - 3

1. Fill out the information below and submit registration.

2. Prior to the conference, you will receive a special instruction sheet outlining the computer login and telephone dial-in procedures, your password, a specific toll-free telephone number and handout materials.

3. On the day of the conference gather all the attendees around your computer and speakerphone, distribute copies of the handout material, and enjoy the conference.

Cancellation/Payment Policy: Substitutions are always welcome. No-shows and cancellations received five days or less prior to the event will be invoiced for the full registration fee. Please do not send payment; your credit union will be billed. Password information and materials will be e-mailed 48 hours prior to the session.