ULEND Academy



Real solutions for the real world.

July 25-26, 2017 

Kentucky Credit Union League Office
3615 Newburg Road
Louisville, KY 40218

Educational Investment: $379 

Deadline to register is July 11th.
This program is limited to 25 participants so register now!

Need overnight accommodations?


  • your staff moved from transactional to consultative helping your members achieve financial success?   
  • the skills learned were applied immediately on the job enabling you to stay ahead of the competition and achieve your goals?
  • your managers could effectively coach to behavior-based outcomes to see performance improvement immediately?



Empower lenders through a hands-on learning experience that provides unique, customized, real lending solutions for the real world.

ULEND Academy builds lenders' skills in a 2-Day Workshop to provide an exceptional member experience for today and into the future.







8:30 a.m. - 4:30 p.m.


8:30 a.m. - 4:30 p.m.

Social Savvy

  • Recognize personal style and how it is perceived by others
  • Identify other styles and comfortably interact with members
  • Deliver targeted communications for the appropriate medium context

Plan & Prep

  • Utilize the information from your core system
  • Identify what to look for to analyze the needs of your member
  • Prepare when there is not time to plan


  • Uncover member needs with targeted questioning strategies
  • Identify the life stages & goals of your members
  • Review the credit report and positively influence the member's score

Structure the Loan

  • Calculate & effectively use basic ratios that apply in lending
  • Identify the 5 C's of credit that translate to risk
  • Use compensating factors to build a loan that will be approved for all members


  • Recognize opportunities to take smart risks
  • Utilize the 5 C's of credit when analyzing the loan application
  • Formulate alternatives that positively impact loan decisions

Present the Right Solution

  • Connect products and services to members' needs and life stages
  • Build creative options/personalized packages for every member
  • Find ways to say yes to the member

Close with Purpose

  • Personalize the experience to the unique needs of the member
  • Make appropriate referrals and follow-up as needed
  • Set expectations to connect with the member on future opportunities

Channel Optimization

  • Speak with confidence using language & tone to build relationships
  • Tailor messages targeted to the member, their situation, and channel preference
  • Build member relationships through establishing rapport, trust & credibility



Are you ready to empower your lenders to
create and keep loyal members through an




A block of rooms has been held at the Holiday Inn Express, 1921 Bishop Lane , Louisville, KY 40218. For reservations, call the hotel at 502.456.4411 and let them know you are with the Kentucky Credit Union League group.

This program was created especially for you by:

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Kentucky Credit Union League
3615 Newburg Rd.
Louisville, KY 40218

Call: 502-459-8026 or 800-333-5285
Fax: 502-459-0189
Email: kycul@kycul.org