Your MBL Plan - Are You Asking the Right Questions?

February 19, 2019

Online Webinar

Your Price:
CUES member

Tuesday, February 19, 2019
1:00 p.m. Central Time

Presenters: Jim Devine, Founder, Chairman and CEO, Hipereon, Inc.; Bob Hogan, Founder, President and COO, Hipereon, Inc.

Description: This webinar examines the strategic issues surrounding establishing a flourishing Member Business Services Department. It examines operational questions you need to address with specific answers, not generalities. It will demonstrate why member business services; not just member business lending is critical to your credit union's bottom line. To establish a productive MBS department; senior management needs to address specific issues discussed in this webinar. It will provide you with a framework to determine how to organize, establish and implement a successful member business services department.

Key Takeaways:

  • Determine how an effective member business services department will impact your credit union's overall profitability
  • Why your credit union needs to be engaged in member business services; not member business lending
  • Provides specific strategic questions your credit union needs to answer in order to establish a successful member business services department
  • Provides a framework for senior management to assess member business services

About the Presenters:

Jim Devine
Founder, Chairman and CEO
Hipereon, Inc.

Prior to joining Hipereon, he served as senior consultant with Moss Adams Advisory Services, a division of Moss Adams, LLP, the largest accounting and consulting firm headquartered on the West Coast. He specialized in the credit delivery processes of financial institutions and the financial management of small businesses. Devine has also been CEO of two manufacturing businesses and served ten years with Seattle First National Bank as vice president and manager of the bank’s trust business management and business advisory services departments. He was a faculty member of the National Graduate Trust School at Northwestern University, the Graduate School of Banking at the University of Wisconsin, and for the past 19 years has coordinated the business banking curriculum at the prestigious Stonier Graduate School of Banking at the University of Pennsylvania. Devine co-authored Risk Management Associates’ Understanding Your Small Business Customer training series. He has trained thousands of commercial lenders, business owners and accountants throughout the world.
Bob Hogan
Founder, President and COO
Hipereon, Inc.

Hogan co-chairs the highly-acclaimed California Bankers Association six-month Commercial Lending School and is co-developer of the Graduate Commercial Lending School curriculum. He has provided more than 20 years of training and financial advisory services to managers and owners of small businesses, major corporations and financial institutions throughout the world, including many developing nations—helping them become financially successful. He has been heavily involved in small business management consulting and has developed training curriculums for financial management. For nearly a decade, Hogan was affiliated with Seattle First National Bank where he developed financial management workshops for business owners and small business lenders. He co-authored two business manuals for small businesses in conjunction with Seattle First National Bank, and most recently co-authored The Business Owner’s Guide to Financial Success and The ABCs of Distributor Finance.