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Education
Calendar
Full 2012 Calendar
Full 2012 Calendar
On-Demand Training
Keys to Operations Webinars On-Demand
Wisconsin Compliance Webinars On-Demand
Director Webinars On-Demand
2012 Events(Dates and locations subject to change)
1/04
Business Account Takeover Alerts: What You Need to Know Now!
Webinar
1/05
Managing the New Appraisal Guidelines for Residential Property
Webinar
1/05
Evaluating the Teen Market
TeleConference
1/10
Wisconsin's Consumer Act
Webinar
1/11
Understanding, Measuring & Monitoring Risks for the Board: The 9 Most-Critical Risks Credit Unions Face
Webinar
1/12
IRA/HSA Review & Update 2011 Tax Year
Webinar
1/12
Essential Rules for a CU Web Presence That Wins!
TeleConference
1/18
The How and Wow of Customer Service
TeleConference
1/18
Hot Button Regulatory Exam Issues: Dealing with Increased Scrutiny
Webinar
1/19
ACH Rules Update: Including NSF Fees & the New ACH Rule
Webinar
1/24
Government Affairs Conference
Madison
1/25
Loan Stress Testing for Today's Credit Union
Webinar
1/26
Credit Union Actions for Debit Card Interchange Rules: Effective April 2012
Webinar
1/31
Changing Demographics & How This Affects Your CU
TeleConference
1/31
Green Bay/Fox Cities YP Meet-up
De Pere
2/07
The Ins and Outs of Paid Advertising on the Internet
TeleConference
2/07
IRA Essentials Workshop
Appleton
2/08
IRA Beyond Essentials Workshop
Appleton
2/09
Regulatory Compliance for the Board & Senior Management
Webinar
2/14
DFI: Roundtable Listening Session
Madison
2/14
Wisconsin's Marital Property Act
Webinar
2/15
CUNA - FREE Webinar: How to Create the Right Organizational Mindset to Serve Hispanics
Webinar
2/15
Tax Refunds: Posting & Exceptions
Webinar
2/15
Introduction to Lender Flood Compliance
TeleConference
2/16
Understanding Borrowers' Tax Returns, Part I: Basics, Itemized Deductions, Interest & Dividend Income (Schedule B) & Sole Proprietorships (Schedule C)
Webinar
2/21
The League Board Meeting
Pewaukee
2/21
W.C.U.L. Services Corp. Board Meeting
Pewaukee
2/21
DFI: Roundtable Listening Session
Wausau
2/22
GFE & HUD-1: Issues & Update
Webinar
2/22
HR Roundtable
Appleton
2/23
Online Banking Fraud
TeleConference
2/28
Robbery - Premise and Building Security
TeleConference
2/28
Identifying & Preventing Elder Financial Abuse
Webinar
3/05
Madison YP Meet-up
Madison
3/06
DFI: Roundtable Listening Session
Oak Creek
3/06
Mitigating Plastic Card Fraud - Know Your Lines of Defense
TeleConference
3/06
Troubled Debt Restructuring Issues
Webinar
3/07
Overdraft Protection Update: Regulations, Lawsuits & Guidance
Webinar
3/08
Collections Seminar
Wisconsin Dells
3/13
Understanding Borrowers' Tax Returns, Part 2: Income from Rentals, Royalties, Partnerships, S Corps & Farms
Webinar
3/13
How to Improve Your Member Retention
TeleConference
3/14
Advanced Collection Techniques & Tools
Webinar
3/14
Compliance Roundtable
Pewaukee
3/15
Lending Strategies: More Loan Opportunities
TeleConference
3/18
CUNA Governmental Affairs Conference
Washington, D.C.
3/20
Developing a Risk Mitigation Strategy: Where Do I Spend My Next Security Dollars?
Webinar
3/21
Head Teller Training: Improving Teller Performance
Webinar
3/27
Qualitative & Environmental Factors in the ALLL for Credit Unions
Webinar
3/27
DFI: Roundtable Listening Session
La Crosse
3/27
Small CU CEO Roundtable
Madison
3/28
Real Estate Loan Workouts, Foreclosures, Short Sales & Deficiency Judgments
Webinar
3/29
Courting Boomer Members: A Key Business Growth Strategy
TeleConference
4/03
DFI: Roundtable Listening Session
Green Bay
4/03
Lending to the Small Business Owner in Today's Economy
Webinar
4/04
Lending Questions Supervisory (Audit) Committee Members Should Be Asking
Webinar
4/05
Cross-Selling
TeleConference
4/10
BSA Alert: Navigating the New CTR & SAR Forms: Effective July 1, 2012
Webinar
4/10
Regulatory Update (Part I)
Webinar
4/18
Service EXTRAordinaire: Increasing Member Loyalty & Profitability
Webinar
4/18
Mobile Marketing with Quick Read (QR) Codes
TeleConference
4/19
Get Serious About Offering Remote Deposit: It's Time & Here's How!
Webinar
4/21
Money Smart Week
4/23
Money Mission Demo Webinars
Webinar
4/24
Understanding & Navigating the ACH Rules for the RDFI
Webinar
4/24
Business Development: In It To Win It!
TeleConference
5/01
Helping Members Improve Credit Scores
TeleConference
5/02
Regulatory Reform: Top 5 Ways Operations & IT Can Ease the Sting
Webinar
5/03
Safe Deposit Boxes: The Fundamentals
TeleConference
5/08
Building the Perfect Bond Claim: Coverage, Filing & What To Do If Your Claim Is Denied
Webinar
5/09
The New SAR & Your AML Program: Joint Filings, Suspects & Detailed Transaction Requirements: Effective July 1, 2012
Webinar
5/09
The League's Annual Convention & Exposition
Milwaukee
5/10
When AN IRA Member Dies
Webinar
5/10
Sales Culture Revolution
TeleConference
5/15
Check Laws (UCC Rules on Negotiation & Deposit + Reg CC Funds Availability Rules)
Webinar
5/16
Compliance Officer Training School
Wausau
5/16
Handling Check Exceptions, Returns & Adjustments
Webinar
5/17
Lender Alerts: Regulation Z Mortgage Application Timing Requirements
Webinar
5/21
Money Mission Demo Webinars
Webinar
5/22
Member Credit Report Disputes: Completing ACDVs, AUDs, & Correcting Joint Members' Credit
Webinar
5/23
Coaching to Gen Y
TeleConference
5/23
Bankruptcy Seminar
Wisconsin Dells
5/30
Green Bay - Fox Cities YP Meet-Up @ the Ballpark
5/31
Reg E / EFTs
TeleConference
6/05
Implementing the Final NCUA Rule on Interest-Rate Risk: Effective September 30, 2012
Webinar
6/07
Teller Skills
TeleConference
6/08
Chapter Leaders Conference
Wisconsin Dells
6/12
Call Reports: What to Look For, Entering Information & Why It's Important
Webinar
6/12
FREE: CUNA - Student Loan Refinancing Opportunities for CUs
Webinar
6/12
The League Board Meeting
Madison
6/12
W.C.U.L. Services Corp. Board Meeting
Madison
6/12
Advertising Compliance
Webinar
6/13
Denied Loan Requirements: Consumer, Commercial & Residential
Webinar
6/17
CUNA America's Credit Union Conference & Expo
San Diego, CA
6/19
2012 Investor Education in your Workplace Program
Webinar
6/20
A Penny Saved is More Than a Penny Earned: Leveraging Technology to Improve Efficiency, Profitability & Member Service
Webinar
6/20
Reg Z Update
TeleConference
6/25
Money Mission Demo Webinars
Webinar
6/26
NASCUS Directors College
Appleton
6/26
YP MEET-UP: La Crosse
La Crosse
6/26
We Love Loans
TeleConference
6/27
CUNA Mutual Group Webinar: Social Media Risks - Webinar
Webinar
6/27
How to Talk to Members: Handling Difficult Members & Situations
Webinar
6/27
FREE: CUNA - Are Hispanics Accessing Financial Information Online
Webinar
6/27
FREE: CUNA - The New Era of Financial Crime Requires an Innovative Response
Webinar
6/28
2012 Investor Education in your Workplace Program
Webinar
6/28
Accounting & Audit Reports to the Board
Webinar
6/28
Negotiating Skills to Capture Higher Rates & Fees
TeleConference
7/02
Generational Difference - Effectively Working Together
TeleConference
7/10
Wire Transfer Compliance
Webinar
7/10
Direct Lending - Seven Must Haves
TeleConference
7/10
CUNA Webinar: Key Changes in Form 990 & Other Tax Considerations
Webinar
7/10
Collections & Setoff
Webinar
7/11
CUNA Webinar: Data Breaches & Card Fraud - Don't Be a Target
Webinar
7/11
Understanding & Navigating the ACH Rules for the ODFI
Webinar
7/12
CUNA Webinar: Completing the Required New BSA Forms
Webinar
7/12
CUNA Webinar: Introduction to ACH Network: Emerging Opportunities
Webinar
7/12
YP MEET-UP: Madison
Madison
7/12
New SEGs, New Members, New Growth
TeleConference
7/18
Due Diligence - Interacting With Your Members
TeleConference
7/18
FREE: CUNA - How to Deliver Financial Education to Hispanics
Webinar
7/19
Understanding Call Reports for Board Members
Webinar
7/19
The League Invitational Golf Event
Wisconsin Dells
7/23
Money Mission Demo Webinars
Webinar
7/24
Cooperative Network - Cooperative Leader Education Series
Minnesota
7/24
Rule Review & Understanding Loan Documents for the New Mortgage Lender
Webinar
7/24
CUNA Strategic Services - Webinar: Branches: Are They Dinosaurs or Critical Delivery Channels?
Webinar
7/25
CUNA Strategic Services - Webinar: Business Partner Showcase: IT Security and Regulatory Compliance
Webinar
7/25
CUNA Strategic Services - Webinar: Sending the Right Message: Crisis Communications
Webinar
7/26
CUNA Strategic Services - Webinar: Benefits & Risks of Indirect Dealer Lending
Webinar
7/26
Why Y? - Tactics to Reach Gen Y
TeleConference
7/26
Cooperative Network - Cooperative Leader Education Series
Wisconsin
7/26
Credit Reporting Risks: From Direct Disputes to Discharged Debts
Webinar
7/31
Digital Wallet: The Future of Mobile Payments and What It Means to Credit Union Members
TeleConference
8/02
Security Officer Reports to the Board
Webinar
8/02
ALM: 11 Key Ratios You Should Know
TeleConference
8/07
FREE IEiYW Webinar: Learn the Bottom Line Benefits of the 2012 Investor Education in Your Workplace® Program
Webinar
8/08
Supervisory (Audit) Committee: Best Practices
Webinar
8/08
Check Fraud
TeleConference
8/09
CUNA Strategic Services - Webinar: Customer Service Starts at Your Lobby
Webinar
8/14
Closed-End Real Estate Lending Checklist
Webinar
8/15
Innovators & Educators Roundtable
Madison
8/15
CUNA Mutual Group Webinar: Director's Risk Oversight & Liability
Webinar
8/20
NorthLegal: Bankruptcy Conference
Las Vegas
8/21
Garnishments, Subpoenas, Summonses, Levies: Getting It Right!
Webinar
8/21
FREE Webinar: Investor Education in Your Workplace® Program
Webinar
8/22
FREE CUNA Webinar: How Do You Know How Well You're Doing in Serving the Hispanic Community?
Webinar
8/23
Improve Your Bottom Line: Tips for Auditing Income & Expenses
Webinar
8/27
Money Mission Demo Webinars
Webinar
8/28
New IRS Rules for Interest Reporting on Nonresident Alien Accounts: Effective with 2013 Tax Year
Webinar
8/28
Marketing with a Click and a Smile
TeleConference
8/28
W.C.U.L. Services Corp. Board Meeting
Pewaukee
8/28
The League Board Meeting
Pewaukee
8/30
FREE Webinar: Investor Education in Your Workplace® Program
Webinar
8/30
Preparing Your Credit Union’s Health Care Reform Strategy: Effective January 1, 2013
Webinar
9/05
Increased Loans - New CU Loan Officer Training
TeleConference
9/06
Opening Donation, Memorial & Other Accounts for Non-Profit Organizations
Webinar
9/06
FREE Webinar: Investor Education in Your Workplace® Program
Webinar
9/11
Preparing for Your FFIEC Authentication Guidance Regulatory Exam
Webinar
9/11
Credit Union Thrival Strategies for a Slow Economy
TeleConference
9/13
IAT Suspect Transactions: What's an RDFI to Do?
Webinar
9/13
FREE Webinar: Investor Education in Your Workplace® Program
Webinar
9/13
Leadership Workshop
Neenah
9/18
Starting a Youth Program on a Shoestring Budget
TeleConference
9/19
FREE CUNA Webinar: What Language Do I Use When Marketing to Hispanics?
Webinar
9/20
Credit Card Act: Clarification & Best Practices
Webinar
9/20
Building a Successful Regulatory Compliance Program
TeleConference
9/24
Money Mission Demo Webinars
Webinar
9/25
Notary Essentials & Legalities for Credit Unions
Webinar
9/26
Reinvigorating the Bottom Line: Making Up for Lost Revenue
Webinar
9/27
Compliance Roundtable
Pewaukee
9/27
Wisconsin Economic Development Corp.: Financial Services Roundtable
Fond du Lac
10/02
Mortgage Lending Roundtable
Wisconsin Dells
10/02
Notary Public Training
TeleConference
10/02
CU House/Hike the Hill
Washington, DC
10/03
Computer Security for All Staff
Webinar
10/09
CUNA Mutual Group’s FREE Online Discovery Conference
Webinar
10/09
Regulatory Update (Part II)
Webinar
10/10
Telephone Skills to Develop CU Member Relationships
TeleConference
10/10
IRA - A Step Above for 2012 - 2013
Wisconsin Dells
10/11
Completing the New SAR Line-by-Line: Crimes, People & Narratives
Webinar
10/12
Second Annual Wisconsin Summit of Financial Literacy
Green Bay
10/15
Loan Interviewing & Sales Skills
TeleConference
10/16
CFPB: Remittance Transfer Webinar
Webinar
10/16
Safe Deposit Boxes: Drilling, Death & Unclaimed Property
Webinar
10/17
Beyond ALLL Doubt: Methodology & Policy Development in Uncertain Times
Webinar
10/18
International Credit Union Day
10/18
NorthLegal Webinar: Handling Real Property-Secured Loans in Chapter 7 Bankruptcy
Webinar
10/18
Small Credit Union CEO Roundtable
Sheboygan
10/19
Directors' Conference
Sheboygan
10/22
Money Mission Demo Webinars
Webinar
10/23
CUNA Community Credit Union & Growth Conference
Denver, CO
10/23
Current Internet Marketing Vehicles
TeleConference
10/23
RESCHEDULE - FMLA Workshop (Family & Medical Leave Act)
Stevens Point
10/24
Working with Troubled Members: Loan Extensions, Deferments, Re-Aging, Refinancing & Incentives
Webinar
10/25
Large Credit Union CEO Roundtable
Lake Geneva
10/25
Cyber Tracking & Collections Techniques
TeleConference
10/30
Alan Free Webinar: Understanding Municipal and Government Deposits for Credit Unions
Webinar
11/01
Midsize Credit Union CEO Roundtable
Lake Geneva
11/06
The March 2012 Deadline Has Passed: Do Your ATMs Meet ADA Accessibility Requirements?
Webinar
11/06
Business Development Fundamentals
TeleConference
11/07
Consumer Lending Workshop - Day 1
Wisconsin Dells
11/07
The Board's Role with the Loan Committee
Webinar
11/07
Young CU Professionals Statewide Mega-Meetup
Oshkosh
11/08
Consumer Lending Workshop - Day 2
Wisconsin Dells
11/08
ACH Exception Handling: Returns, Reversals, NOC's & More
TeleConference
11/12
Cooperative Network Annual Meeting
La Crosse
11/13
Completing the New CTR Line-by-Line: People, Businesses & Fiduciaries
Webinar
11/13
Escrow Accounts
Webinar
11/14
Alan Free Webinar: Understanding Municipal and Government Deposits for Credit Unions
Webinar
11/14
10 Steps to Increased Loan Growth
Webinar
11/14
FREE CUNA Webinar: What It Takes to Successfully Serve the Hispanic Community
Webinar
11/15
Vendor Due Diligence & Effective Vendor Management Program
Webinar
11/15
Servicemembers Civil Relief Act (SCRA)
TeleConference
11/15
CUNA Strategic Services - FREE Webinar: Understand and Comply With the New International Money Transfer Rule
Webinar
11/20
The Member is Always Right
TeleConference
11/21
15 Worst Security Mistakes ... RESCHEDULED
TeleConference
11/26
W.C.U.L. Services Corp. Board Meeting
Madison
11/26
The League Board Meeting
Madison
11/27
CUNA: Member Business Lending Hike the Hill
Washington, D.C.
11/27
Debit Card Error Resolution & Regulation E Investigations
Webinar
11/28
Legal Update - Loans: 2012 in Review
Webinar
11/28
Website Compliance
TeleConference
11/29
Robbery Preparedness for All Staff
Webinar
12/03
Effective Variable Pay Lending Strategies
TeleConference
12/03
CUNA: Money Mission Demo Webinar
Webinar
12/04
FMLA Workshop (Family & Medical Leave Act)
Stevens Point
12/05
State of Wisconsin Financial Services Roundtable
Fond du Lac
12/06
The Last Frontier: Risks & Opportunities for Business Loans
Webinar
12/11
Risk Assessments
Webinar
12/13
Credit Union Business Documents: Email & ESI Retention/Destruction Policies & Procedures
Webinar
12/13
Data Breaches
TeleConference
12/18
Regulation E Alert: New Requirements for Consumer Foreign Remittance Transfers - Deadline February 7, 2013
Webinar
12/19
Bankruptcy Today: Reporting, Proof of Claims & Identifying Fraud
Webinar
12/19
Effective Listening Skills
TeleConference
12/28
Network Security Updates
TeleConference
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