EVENT: Lending to the Self-Employed - How to Say YES! (Session Code: 620)
In the best of times consumer, mortgage and business lenders can find it difficult to qualify self-employed members. Now it is tougher. The 2008 and 2009 tax returns are in play…and for some of your members they are ugly! And yet, if the member qualifies, you want to make the loan.

Don’t miss…
· Six Types of Adjustments you must find to get from Taxable Income to Recurring Cashflow
· Whether and how to dig deeper when the first result is a ‘no'
· When a red flag is not red after all: How to recognize problems and resolve them in favor of your member if possible

Participants in the audio session will also receive complimentary access to two of Linda’s ‘30-minute-or-less’ online courses: Green Legos, Six Ns and a Map to Tax Return Analysis and Types of Business Entities.


Illinois Pricing:
Regular: $ 99.00

Out of State Pricing:
Regular: $ 99.00

Contact: Drew Kayvani (Illinois Credit Union League)
Phone: 630-983-3418
Fax: 630-983-3212
Email: drew.kayvani@ilcusys.org

Speaker: Linda Keith, CPA
Speaker Bio:
 Linda Keith, CPA is a 30+ year credit union member. She works with credit unions and banks around the country helping lenders analyze tax returns and financial statements to say ‘yes’ to good loans. Her presentation at the 2009 CUNA Lending Council Conference included a CLO roundtable discussion of the guideline changes we need to make now to continue to lend to our self-employed members.

A Certified Public Accountant, she is one of only eight people to also hold the Certified Speaking Professional designation from the National Speakers Association. Of her training sessions for CU Lenders on ‘Tax Return Analysis in a Tough Lending Environment’, San Mateo CU Chief Lending Officer Rob LaJoie said “Wonderful seminar. Very helpful and applicable to what we do every day. Thank you!”

Location(s):

Location 1:
Telephone - August 18, 2010: 10:00 am Central
Duration: 1 Hour

Online registration for this event has ended.