Session Descriptions

Credit Review 101: Not Necessarily for Beginners?

Tuesday, August 25, 2026

9:45 a.m. to 11:00 a.m.

A sound credit review process is vital to the success at any Association. But building out a reliable team and process can be intimidating and does not happen overnight. Hear from three panelists on how their respective programs were developed and matured over time.

LEARNING OUTCOMES:

1. Discuss how the "In-house" versus "Outsource" debates were settled and the potential hurdles that were overcome.
2. Gain insight into how processes were designed and evolved to coincide with changes in the institutions.
3. Learn about different strategies for recruiting and developing a seasoned credit review team.