Webinar: Special Asset Management

Webinar: Legal Strategy & Action Plan
Gain expert insights on creating and executing a legal strategy that protects your Credit Union, maximizes recovery, and minimizes losses in complex Special Asset cases.

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Overview:

Thank you for attending Special Assets Management Webinar #4 – Legal Strategy &
Action Plan. We appreciate your engagement and your continued commitment to strengthening your
Credit Union’s approach to managing troubled assets.

This session was designed to help Credit Union leaders navigate legal decision-making with
greater clarity, confidence, and strategic awareness. Below, you’ll find the key
takeaways from the discussion—as well as access to the full webinar replay for your review
or team training purposes.

Request the webinar’s video recording

Key Takeaways From The Webinar

A Clear Framework for Legal Strategy – Learn a structured approach to building legal strategies aligned with your institution’s recovery goals, risk posture, and member impact priorities.
Effective Collaboration With Legal Counsel – Understand how to select and work with legal partners who provide transparency, align with your objectives, and help manage legal exposure strategically.
Managing Legal Expenses With Precision – Discover practical techniques for budgeting, tracking, and anticipating legal costs—including determining what may be recoverable under loan agreements.
Smarter Decision-Making Tools – Gain insights into evaluating collateral, borrower strength, and guarantor sophistication to determine whether a workout, foreclosure, or note sale is the best path forward.
Real-World Recovery Insights – See how proactive legal planning—supported by data, risk evaluation, and expert partner collaboration—can lead to faster resolutions and higher net recoveries.

I'll be glad to help you with your loan application!

How SBA 504 Loans Can Drive Strategic Growth for Credit Unions 9

Need Support With a Troubled Loan Scenario?

Our team specializes in helping Credit Unions navigate complex legal and recovery decisions across all stages of the special assets lifecycle.

If you’d like to discuss a specific portfolio challenge or explore how we can support your institution, connect with us here:

https://avanacuso.com/connect/

What’s Next in the Series?

Stay tuned for the final session in our Special Assets Management Webinar Series: Collateral Valuation, where we’ll break down how valuation insights influence loss mitigation, recovery strategy, and member outcomes.

We look forward to seeing you there.