Practical Guidance & Innovative Solutions

Joey Duckworth

[VP/Director of Marketing]

Jeremy Nelson

[VP Direct Marketing, Mountain America CU]

Guy Messick, Esq.

[Partner, Messick Lauer & Smith P.C.]

Michael Na

[VP of Business Lending, Logix Federal Credit Union]

Shane Knighton

[President/CEO, MBL, LLC]

Gail Jansen

[VP, Kinecta Federal Credit Union]

Attendees of the Member Business Lending Summit will take home:

  • A 10-point action plan to build your brand as a leading commercial lender.

  • Proven tactics to compete safely & soundly that have yielded $200 million in commercial loans over 5 years.

  • Innovative solutions to grow using loan participations & eligible obligations.

  • 5 strategies to capture a larger share of the commercial business in your market from America’s #1 SBA lender for 12 straight years.

  • Best practices to conduct loan reviews, identify critical red flags & manage special assets.

  • Tactics to use the CUSO regs to your competitive advantage.

  • Innovative methods to create a member-business mindset & manage expectations among all stakeholders.

  • And much more.

CU Leadership Roundtable Forum

Discover what leadership strategies are working in this roundtable session. Learn first-hand from other CU leaders, network and exchange ideas. This is what it’s all about!

Delivering Flawless Execution Fast

Discover how to develop your own quick, tactical plans using Afterburner, Inc.’s combat-proven planning process. Note: This special workshop requires an additional registration of $295/person and is limited to 200 attendees.

REGISTER BY JUNE 14, 2019 — Use Discount Code: CX2019

Click Here or Call 866-620-5937 & Select Option #3.

ONE ticket ALL sessions

Featuring 7 NEW! Breakout Summits with more than 40 thought-provoking sessions from 40 expert speakers!

ONE ticket gives you an ALL-ACCESS pass to ALL Breakout Summits.
Pick & choose from dozens of terrific sessions.

Here are just a few highlights…
Member Business Lending Summit Sessions
Joey Duckworth

VP/Director of Marketing, MBL, LLC


Sponsored by:

Keynote Summit Session

Wednesday • July 31 • 1:15 pm – 2:00 pm
Top 5 Strategies to Make your Member Business Lending Program Great!

A surprising category is emerging as the second-fastest growing loan product among CUs – Member Business Loans. Recent rule changes relaxed NCUA regs and simplified business lending creating unprecedented opportunities for CUs to tap into an underserved niche. At MBL LLC, a CUSO that specializes in offering SBA-guaranteed loans to participating CUs, its loan portfolio is growing 35% per year. MBL’s Joey Duckworth shares what’s working – and what’s not – based on the lessons learned from more than 50 CUs to open the 2019 Member Business Lending Summit. You get real-world guidance to help you:

  • Get the buy-in you need from the board and executive team members, managers and branch level personnel.
  • Gain the trust and confidence of small business owners in your local communities.
  • Set yourself apart from the banks and capture your share of the commercial market.
  • Overcome the staffing challenges to ensure you have the expertise you need to grow your portfolio.
  • Manage your portfolio of commercial products so you know what to offer – and to whom.

Take-Home Value: Plus, you also get a 10-Point Action Plan to build your brand as a leading commercial lender in your market without spending a fortune.

Guy Messick, Esq.

 Partner, Messick Lauer & Smith P.C.

The Zen and the Art of MBL Regulation Management

Discover the little understood nuances of the Business Lending, Loan Participation, Eligible Obligation and CUSO Regulations. Over the past 30 years Guy has worked with the NCUA staff and board to help shape the current regulations and advised hundreds of credit unions on how to maximize lending opportunities within the regulatory framework.

Jeremy Nelson

VP Direct Marketing, Mountain America CU

Top 5 Secrets of Marketing MBL from the #1 SBA Lender in America

How do you move beyond the perception that CUs are simply consumer institutions? It is one of the toughest challenges facing MBLs throughout the country. Yet, Mountain America CU has held the title as the country’s #1 SBA lender for 12 straight years. Join MACU’s Marketing VP, Jeremy Nelson, as he reveals the top 5 secrets to position the CU as a commercial lender and get beyond the public persona credit unions only serve consumers. If you want to capture a larger share of the commercial business in your market, you don’t want to miss this session as Nelson pulls back the curtain to reveal what’s working – and what’s not! Find out how to:

  • Develop a true collaborative environment between sales and marketing.
  • Market your products and services internally – and turn your front-line staff into a lead generation machine.
  • Leverage your business development team and build a referral network.
  • Take advantage of digital media to tell your story – and reach new markets.
  • And much more.

In this one-of-a-kind session, Jeremy reveals the 5 marketing secrets that have helped make MACU the #1 SBA Lender in America. Take home the same strategies you can use to penetrate a larger share of your commercial market right away!

Gail Jansen

VP Business Services & Operations, Kinecta FCU

The Time is Now! Practical Steps to Manage Your MBL Portfolio & Reduce Your Risk

Gail Jansen, who manages a portfolio approaching $1 billion in MBLs, shares the best practices she uses to conduct periodic loan reviews and identify critical red flags … supervise independent loan audits … conduct multi-variable stress tests … manage special assets … and ensure the board understands its risk exposure. Whether you’re a newbie or a commercial loan veteran, you will not want miss this session!

Michael Na

VP of Business Lending, Logix Federal Credit Union

How To Compete & Provide Safe and Sound Loan Origination & Underwriting

To compete, most active MBL CUs should consider building their business with B & C assets. Michael Na, whose $630 million portfolio has grown 200% in 5 years and now makes up 16.9% of the CU’s total net income, shows how others can structure loans to minimize risk. Plus, he shows how to tighten underwriting to include more narrative about borrowers, operating income, succession planning, and more.

Shane Knighton

President/CEO, MBL, LLC

Why Commercial Lending Should Be Part of Your Organization’s DNA

The most successful MBL programs are woven into a CU’s DNA
from the front-line tellers to the directors. Shane Knighton reveals how he structured commercial lending programs at two successful CUs to create a member-business mindset … manage expectations among all stakeholders … leverage secondary service providers … and increase profitability.


Field-tested tactics you know will work.

Takeaways you can begin applying immediately.

Checklists, guides, templates & tools to take home.

Expert speakers sharing their best advice!

Practical, CU-proven guidance you can use.

Solutions to your toughest challenges.