The success of a new member program roll-out relies on the level of training provided to your staff. We offer a variety of training platforms to our partners to ensure the success of your business offerings.

CU Small Business Summit

7th CU Small Business Summit was October 3-5, 2016 in Portland, Maine

Our 7th CU Small Business Summit took place on October 3-5, 2016. This annual gathering brings together the nation’s foremost leaders in the business lending industry to help credit unions reach new heights with their member business lending.

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Sales Training

MBS offers a one-day sales training seminar at your credit union that covers the following topics:

  • Target markets
  • Target industries
  • Loan products, features and benefits
  • Application forms
  • Loan process
  • Role playing

LoanstoBusiness and Business Owners Training

MBS has developed preferred relationships with key industry leaders so that you can further develop your staff’s expertise as needed via customizable, online or classroom trainings. Work with these partners to ensure you receive quality, trusted educational opportunities.

Linda Keith CPA
CUES School of Business Lending
CUNA Business Lending Certification Institute