Taking Care of the House...Business Loan Portfolio Management | Business Lending 302

Managing your portfolio is a key component to risk management of your member business loans.  This course will focus on the why and how of managing your portfolio, and the desired outcomes of a successful portfolio management process.  The following ares will be covered as they relate to portfolio management:

• Board of Director Oversight
• Portfolio Management Strategies
• Information Systems
• Market Analysis
• Credit Standards
• Stress Testing and Sensitivity Analysis
• Risk Review

Suggested audience: Management and key staff responsible for business lending, finance and accounting.

Pricing:  $69/login for CUBG Member Credit Unions; $99/login for all other participants