School of Business Lending™ I: Business Lending Fundamentals

Business lending can be highly profitable—and a great member retention tool—but it must be done the right way to be successful. Aspire to take your career and your credit union to the next level by attending CUES School of Business Lending.

CUES School of Business Lending is one of the longest-standing professional development offerings from CUES. Designed to be attended as a series, this offering helps you develop a successful business lending program customized for your credit union.

Facilitated by the same experts who train the state and federal examiners; CUES School of Business Lending I, will teach you about:

• Accounting basics
• Price/cost/volume analysis
• Capital budgeting techniques
• Tax return analysis

Why attend CUES School of Business Lending?

• Business lending can be highly profitable and a great member retention tool. To be successful, it must be done the right way for YOUR credit union. CUES School of Business Lending teaches you how to create the perfect program for your credit union.
• When you attend CUES School of Business Lending you will benefit from learning from one of CUES longest-standing offerings with highly-rated financial industry speakers Jim Devine and Bob Hogan.
• You’ll earn up to 37.5 Continuing Professional Education (CPE) credits.

Sponsorship Opportunities

CUES’ lending schools provide you the perfect sponsorship opportunity to showcase the products these leaders will be looking for as they build their lending programs.

Learn More

Agenda

Online materials for CUES School of Business Lending I will be available prior to the start of the program. Here’s what you can expect: 

• The syllabus will cover all the sessions outlined below. 
• Portions of the syllabus will be presented through a mixture of recorded videos and online assignments. CUES Learning Portal and CUESNet will be the two platforms used to complete your CUES School of Business Lending I coursework.
• Attendees will work through each session at their own pace, completing the learning modules in the CUES Learning Portal to prepare for the eight live sessions with instructors Jim Devine and Bob Hogan. Live sessions will be held on Zoom.
• Attendees should allow for approximately 10 hours a week to complete assignments.
• The curriculum includes due dates to keep everyone on pace and ready for CUES School of Business Lending II: Financial Analysis and Diagnostic Assessment 

Course Structure & Objectives

Objectives:

The objective of the School of Business Lending 1: Business Lending Fundamentals is to provide participants with a solid understanding of accounting fundamentals and discover how management accounting techniques are used in daily business operations. CUES School of Business Lending teaches the foundation for understanding the basics of business finance, including: Nine Principles of Accounting, Accounting Systems, Income Statements, Cost, Price, Volume Analysis, Balance Sheets, Statements of Cash Flow, Capital Budgeting Techniques, Entity Structures, and Tax Returns.   
 

Structure:  

This is a 4-week online course containing: lectures, quizzes, and case studies on CUES Learning Portal, live Zoom discussions, and a private cohort-specific discussion board on CUESNet. Participants will spend approximately 10 hours each week on the course. In the CUES Learning Portal pathway you will be able to view the estimated time for each section.

Course Modules

Module 1: Mastering the Governing Principles of Accounting
Module 2: Mastering Accounting Basics
Module 3: Examining Accounting Systems
Module 4: Examining Company Income Statements
Module 5: Cost, Price, Volume Analysis
Module 6: The Balance Sheet
Module 7: Management Accounting
Module 8: Examining the Statement of Cash Flow
Module 9: Capital Budgeting 1
Module 10: Capital Budgeting 2, Payback & NPV Approaches
Module 11: Capital Budgeting 3, IRR Approach
Module 12: Business Entity Types
Module 13: Business Entity Tax Forms
Module 14: Sole Proprietorship Tax Returns
Module 15: General Partnership and LLC Tax Returns
Module 16: S Corporation Tax Returns
Module 17: C Corporation Tax Returns

Speakers

Hipereon, Inc., Redmond, Wash., is a nationally recognized financial consulting firm that was formed in 2001 by a unique team of prominent bankers and industry consultants dedicated to the growth and profitability of small businesses and their financial services providers. Hipereon provides new, tactical and technological strategies, giving clients a road map to establish more competitive, proactive and profitable working relationships. The principals of Hipereon have more than 50 years of experience developing, facilitating and implementing training programs for business owners and lenders across the U.S. and in 37 other countries.