Commercial Services Council
About the Commercial Services Council
The Commercial Services Council provides an opportunity to discuss best practices and connect with other credit union professionals involved in similar programs. Topics discussed will range from business deposit and loan products to business development and marketing strategies specific to MBL and commercial service programs. Two annual meetings provide an outlet and a source for solving problems that will further the success of credit unions.
Council Meeting Dates
- Session One (Zoom Video Conference Only) – Tuesday, March 31, 10 a.m. – 12 p.m. PDT (11 a.m. – 1 p.m. MDT)
- Session Two (Zoom Video Conference Only) – Tuesday, Oct. 27, 10 a.m. – 12:30 p.m. PDT (11 a.m. – 1:30 p.m. MDT)
Session Two - Oct. 27
Join us for the last Commercial Services Council meeting of the year. There is no doubt that this has been an action-packed year, so do not miss out on your chance to debrief with colleagues from across the Northwest and strategize about what is coming next. We will use most of our time together for facilitated discussion in breakout rooms, so please come prepared to share and learn. Topics will include:
- PPP Forgiveness
- Managing Portfolio Risk
- Commercial Lending Exam Trends
- Audit focuses for 2021
- SBA 504 Lending
Reach out to Carmen Vigil at [email protected] with additional topic or speaker suggestions.
|Tuesday, October 27||Commercial Services Council Agenda|
|10:00 – 10:15 a.m. PDT|
11:00 – 11:15 a.m. MDT
|Welcome & Introductions
Carmen Vigil, AVP Member Engagement, NWCUA
|10:15 – 11:00 a.m. PDT|
11:15 a.m. – 12:00 p.m. MDT
|Q&A and Dialogue with NCUA
Kelly Knighton, Regional Lending Specialist / Western Region, NCUA
|11:00 – 11:10 a.m. PDT|
12:00 – 12:10 p.m. MDT
Check your phone, fill up your teacup!
|11:10 – 11:50 a.m. PDT|
12:10 – 12:50 p.m. MDT
|Roundtable Discussion and Legal Q&A
Farleigh Wada Witt
|11:50 a.m. – 12:25 p.m. PDT|
12:50 – 1:25 p.m. MDT
Hauser, Jones & Sas
|12:25– 12:30 p.m. PDT |
1:25 – 1:30 p.m. MDT
|Wrap-Up and Future Content Brainstorm
Closing remarks & Greater Good
The remaining 2020 Council meetings will be held via Zoom. Zoom information will be sent to attendees a few days ahead of the event.
Council Memberships & Scholarships
Attend an individual council meeting or purchase a membership for your credit union. Click here to view Council membership options and pricing.
A la Carte Options:
Individual Council Attendance: $99
Continued education and training of credit union employees helps keep the Credit Union Movement vibrant and competitive in the financial marketplace. We understand this can take a significant commitment of time and money. The Northwest Credit Union Foundation provides professional development scholarships awarding up to $1,000 per year for selected applicants.
There is a listerv associated with this Council, email [email protected] to get added.
NWCUA Staff Liaison
Cancellation & Refund Policy
Twenty-four hour cancellation notice required. Failure to do so will result in a $10.00 fee. Refunds are not available. This program is open to NWCUA Member and Associate Member credit union employees only. For more information about the Northwest Credit Union Association’s Council program, email our AVP of Member Engagement, Carmen Vigil.
Questions or Concerns?
For assistance with registration please contact our Director of Programing, Holly Miller at 800.995.9064 x220 or via email.