Canadian Credit Union Association

The Business Professional Development Program (BPDP) is a premier learning program for employees who deliver services to business members, including content on: cash management, credit risk, underwriting, and more.

BPDP provides the tools needed to strengthen business member relationships, increase business development activities and proactively manage risk associated with business accounts. Past participants report seeing an increase share of wallet for their assigned accounts, year after year.

This facilitated program uses credit union scenarios to help new account managers handle delicate conversations, including some of the most difficult around loan collection and delinquency concerns.

This ten month program is delivered as a cohort once per year. Registration opens for each cohort in the fall with the kickoff taking place early in the new year. The program consists of 21 sessions (approximately two one-hour online sessions per month) and three knowledge assessments. Upon completion, participants will receive a BPDP certificate of completion demonstrating valuable and desired skills required for successful business account management.

These 21 session topics have been identified by credit union leaders as the desired skills and learning opportunities for their employees who support business members.

For learners who have already taken some of these courses individually, credits earned can be applied towards achieving the BPDP certificate. Contact clientsolutions@ccua.com to finalize registration in the remaining courses OR click to ensure you’re ready to jump into the program in February:

Full Program Enrollment:Dates:
Business Professional Development ProgramFebruary 4, 2025 –
November 5, 2025
Individual Session Enrollment:Date:
Introduction to Business EQFebruary 5, 2025
Member SnapshotFebruary 12, 2025
Member Experience MeasuresMarch 5, 2025
Business Accounts and Lending ProductsMarch 12, 2025
Foundational Credit Structuring PrinciplesMarch 26, 2025
ABC’s of Non-Financial RiskApril 9, 2025
Leveraging Research Tools (Tutorial)April 23, 2025
High Impact Business WritingMay 7, 2025
Third Party Loan SupportMay 21, 2025
Best Practices in Member ManagementJune 4, 2025
Best Practice for Documentation and MonitoringJune 11, 2025
Introduction to Business Development – Identifying New OpportunitiesJune 25, 2025
Effective Cash Management DiscussionJuly 2, 2025
Business Transition PlanningJuly 30, 2025
Wealth Management and Building High Impact RelationshipsAugust 13, 2025
Understanding Working CapitalSeptember 3, 2025
Commercial Real Estate LendingSeptember 10, 2025
Steps to Building Your Personal BrandSeptember 24, 2025
Negotiation SkillsOctober 1, 2025
Business Development Excellence and Your PipelineOctober 22, 2025
Cash Flow LendingNovember 5, 2025

Note: CCUA Campus login is required to register. To request an account, contact clientsolutions@ccua.com.

“Thanks to the BPDP program I’ve been performing more in-depth analysis of financial information and am communicating more with members.” 

Mirielle Smith, Commercial Account Manager with Caisse Financial Group “

“I have noticed tremendous improvements in Mirielle’s confidence with regards to all aspects of Account Management, and she has taken on more complex files as a result.”

Mirielle’s manager, François Lambert, Director, Commercial Services,Urban Region, Caisse Financial Group

Our past participants have seen impressive business results and improvements in the following areas since participating in the program.

For more information contact Client Solutions at clientsolutions@ccua.com.