Credit unions looking to begin serving small businesses will learn key considerations by attending the new CUNA Serving Small Businesses eSchool Wednesdays, Sept. 1 through 22.
“This is a complex space to be in and is something not widely addressed in the industry,” said Melisa Kallestad, director of compliance and lending education at CUNA.
The four, 90-minute sessions will help attendees evaluate portfolio size and complexity, as well as training, staffing, policies and procedures needed for implementation. Lender liability and regulatory and compliance implications of a business portfolio will also be covered.
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