Haynes Circle Webinar: Growing Your Loan Portfolio Safely
February 26, 2025 at 10:00 am – 11:00 am
This event is brought to you by the Haynes Circle Community. Learn more and get connected via the Smaller Market Credit Unions Resource Page.
Credit union growth strategies typically include loan growth — consumer, real estate, business lending, indirect, and digital channels. To optimize these lending growth initiatives, you must navigate the lending landscape by understanding the make-up and opportunities of member engagement, benefits of data analytics, and managing risk related to compliance, fraud, and internal lending controls. This session introduces these unique components of risk and compliance while helping you efficiently and safely identify future lending opportunities.
Key Takeaway: To safely grow your loan portfolio, it’s essential to blend member engagement, data analytics, and robust risk management, focusing on compliance and fraud prevention, to identify and capitalize on lending opportunities effectively.
Speaker: Jim Bullard, TruStage
Jim Bullard is a Senior Consultant in the Risk & Compliance Solutions department for TruStage. In this role, he assists credit unions in identifying areas of risk in their operations and recommends appropriate controls to reduce loss exposures. He serves credit unions nationally and is the Team Lead for all lending related consultations. Jim is frequently asked to speak by various organizations on a variety of lending and fraud related topics. Based in Atlanta, Georgia, Jim joined Risk and Compliance Solutions in 2012 following a 23-year banking career in commercial lending and executive management. Jim earned his bachelor’s degree in business administration-specializing in Finance, from the University of Georgia. He also completed the Graduate School of Banking at Louisiana State University.
Registrants will receive a copy of the recording following the webinar.
