Cooperative Business Services Announces Discussion Topics and Agenda for Annual CBS Credit Union Conference

CINCINNATI, OH (May 29, 2013) Cooperative Business Services (CBS) announces the ten topics that will be presented at the 2nd Annual CBS Credit Union Conference.

The conference will be held on Wednesday, September 25th, 2013 at the Bridgewater Banquet and Conference Center in Powell, Ohio (Columbus Area).  CBS is inviting credit union clients and non-clients to attend the event and participate in pertinent industry discussions between credit union personnel and CBS business lending experts.  For additional details about the event and full session descriptions, please visit the event website at .

Conference Sessions:

Leader Track: Designed for business lending decision makers. 

1)    Member Business Loan (MBL) Due Diligence – Whose job is it?

Panel—Andy Weingartner, Robin Thomas (Taleris Credit Union), Phil Meyer (Ohio University Credit Union)

Moderator— Dave Fearing (Ohio Credit Union League)

2)    What happens when a good credit goes bad?

Presented by— Andy Weingartner and Lorain Cooper (CBS Executive Vice Presidents)

3)    Your Business Lending Program – Should it be in the credit union, CUSO, or both?

Panel— Lorain Cooper (CBS Executive Vice President), Barry Shaner (Directions Credit Union), Dale Frankhouse (Sun Federal Credit Union), Kathy Begley (University of Kentucky Federal CU), Rose Bartolomucci (Towpath Credit Union), Bryan Myers (Vacationland Federal Credit Union)

Moderator— Dave Fearing (Ohio Credit Union League)

4)    Q&A with the CBS Board – Where we are today and where we are headed

Panel Bill Burke (Day Air Credit Union), Paul Mercer (Ohio Credit Union League), Jerry Guy (KEMBA Financial Credit Union), and John Bowen (River Valley Credit Union)

Moderator— Dave Fearing (Ohio Credit Union League)

5)    Risk Management & Forecasting – How it can be used to manage Allowance for Loan & Lease Losses (ALLL) and grow your MBL portfolio

Presented byLorain Cooper (CBS Executive Vice President)


Development Track: Designed for credit union personnel who execute any part of the

business lending process.

1)    Business Loan Inquiries – How to handle them and what questions to ask

Presented byJohn Skeldon (CBS Vice President of Business Development) and Kurt Weil (CBS Assistant Vice President of Underwriting and Portfolio Management)

2)    The Loan Opportunity – Good credit vs. bad credit

Presented by— Kurt Shimala (CBS Vice President of Underwriting & Portfolio Management)

3)    Lender Liability – The risk to your credit union and why it matters

Presented by—Andrew Conley (CBS General Counsel and Senior Vice President of Legal, Closing & Loss Mitigation)

4)    Important updates regarding business loan accounting, servicing, and reporting

Presented by—Angela Kelley (CBS CFO and Executive Vice President) and Daisy Shafer (CBS Executive Vice President)

5)    Retaining Clients – How to keep a business owner an active member of your credit union

Presented by Leslie Biskner, CCIM (CBS Senior Vice President of Business Development)

About Cooperative Business Services (CBS): CBS is Credit Union Service Organization (CUSO) that facilitates the origination, underwriting, closing, servicing, and portfolio management of business loans for over 70 credit unions in 10 states.  CBS enables credit unions to cooperatively finance commercial loans, which would otherwise exceed their lending limits, giving them an opportunity to participate in these larger loans, combine monetary resources, and spread the risk among them.

CBS is cooperatively owned by eight credit unions and the Ohio Credit Union League Services Corporation.  CBS strives to conduct business lending in line with the credit union philosophy and consistently delivers competitive and efficient financing solutions to small businesses.

To learn more about CBS, visit

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