Register For Our New Online Classes!

Credit Card Strategy Workshop | Online | January 12, 2023

Thu Jan 12, 2023 - 9:00am to 3:30pm
Hosted By: 
Ed Swanson


All class times are Central Daylight Time. 

Target Audience
Designed for loan managers, VPs of Lending, CEOs, or any position overseeing the organization’s credit card portfolio.

e-Course Objectives
Seasoned instructor Ed Swanson, CLE will introduce strategies to develop and manage a successful credit card portfolio. He will share best practices as it relates to fees, rates, and product features.

By the end of the course, participants will be able to:

  • Use the process to monitor risk on your credit cards
  • Incentivize and motivate staff to sell your credit cards
  • Understand how to structure rates and fees to maximize profitability
  • Identify how and when to market your product to increase credit card growth
  • Discuss pros and cons of selling your credit card portfolio and how it impacts your bottom line

Learning Outcomes

  • Know what it takes to have a successful credit card program
  • Confidently manage a credit card portfolio for profitability
  • Offer credit cards with attractive features priced right
  • Educate members on how credit cards work and impact the score

$595 per person

Classroom Agenda: 

9:00am – 12:00pm

• Industry updates
• What's in your member's wallet?
• Credit card features
• Traits of a successful credit card program
• Incentives to reward employees

12:00pm - 1:00pm Lunch

1:00pm – 3:30pm

• Marketing tips
• Card portfolio management
• Selling your portfolio
• Risk Evaluations
• Underwriting guidelines and limits