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Education
Calendar
Full 2013 Calendar
2013 Events (Dates & locations subject to change)
1/03
Understanding the New NCUA Part 741 Loan Workout & Nonaccrual Policy & Regulation Reporting for TDR Regulations
Webinar
1/08
Duties, Liabilities & Protections of Credit Union Directors
Webinar
1/08
International Remittance Rules
TeleConference
1/09
IRA & HSA Review & Update - 2012-2013 Tax Years
Webinar
1/10
Title Insurance Policies, Commitments & the New ALTA Endorsement
Webinar
1/16
New Security Officer Training: Issues, Reports and Best Practices
Webinar
1/17
Making the Transition to Supervisor
TeleConference
1/17
UCC 3 & 4 on Negotiable Instruments: Time Frames, Legal Concerns & Member Issues
Webinar
1/21
Pre-GAC Advocacy Workshop for young credit union professionals
Madison
1/22
State Government Affairs Conference
Madison
1/23
Qualifying Borrowers Using Personal Tax Return Part I: Basics, Itemized Deductions, Interest & Dividend Income, Sole Proprietorships & Capital Gains
Webinar
1/23
Robbery Prevention Checklist
TeleConference
1/24
IT Governance: What the Board & Supervisory Committee Need to Know to Manage the Credit Unions Information Technology Assets
Webinar
1/28
Money Mission® Webinar
Webinar
1/29
Online & Mobile Banking - Successful Member Penetration Techniques
TeleConference
1/30
Countdown to the New CTR Report: Are You Ready for the March 31, 2013 Deadline
Webinar
1/31
Compliance Rules the Board & Senior Management Must Know
Webinar
1/31
Identifying Loan Opportunities
TeleConference
2/05
ACH Death Notification Entries (DNEs) & Reclamations: Your Credit Unions Liability
Webinar
2/05
Maximizing Mobile Lending Trends
TeleConference
2/06
Closed-End Real Estate Lending
Pewaukee
2/06
Dissecting Regulation CC: Holds, Substitute Checks & Check Clearing
Webinar
2/12
CANCELLED - Retirement Fair
Wauwatosa
2/12
Creating a SEG Development Plan
TeleConference
2/12
IRA Essentials Workshop
Wauwatosa
2/12
Tax Refunds: ACH Exceptions, Posting & Credit Union Liability
Webinar
2/13
Facebook 101 Getting Started: Policies, Risk Assessment & Next Steps
Webinar
2/13
IRA Beyond Essentials Workshop
Wauwatosa
2/14
Reg CC
TeleConference
2/19
New BSA Officer Training
Webinar
2/19
The League Board Meeting
Pewaukee
2/19
W.C.U.L. Services Corp. Board Meeting
Pewaukee
2/20
CTRs & SARs
TeleConference
2/20
HR Roundtable
Appleton
2/20
Money Mission® Webinar
Webinar
2/20
Qualifying Borrowers Using Personal Tax Returns Part 2: Income from Rentals, Royalties, Partnerships, S Corps & Farms
Webinar
2/24
CUNA Governmental Affairs Conference
Washington, D.C.
2/26
Guidelines for OREO
Webinar
2/26
Safe to Grow Again in 2013
TeleConference
2/27
Advanced Collection Techniques That Reduce Delinquency & Loss
Webinar
2/28
Cloud Computing: Understand Whats Coming
TeleConference
3/05
What You Need to Know about Guarantors, Co-Signers, Personal Guarantees & Joint Applications, Including Security & Collateral Implications
Webinar
3/06
Fair Lending Comparative File Review
Webinar
3/06
Small CU CEO Roundtable
Wisconsin Dells
3/07
CUNA Free: CUNA Free: Pressing Regulatory & Compliance Issues Audio Conference
TeleConference
3/07
Six Degrees of Kevin Bacon: Connecting with Members in Unique Ways
TeleConference
3/12
Tips for Cross-Selling to a Stressed Member
TeleConference
3/13
Monitoring the Effectiveness of Your Compliance Program: Quality Assurance Testing & Auditing
Webinar
3/14
Bankruptcy
Wisconsin Dells
3/14
Consumer Financial Protection Bureau Update: Whats in Effect, Whats Imminent & Whats on the Horizon
Webinar
3/14
Cooperative Network: Strategic & Succession Planning Seminar
Eau Claire
3/18
Money Mission® Webinar
Webinar
3/19
Flood Insurance Compliance Update: Requirements, Issues & FAQs
Webinar
3/19
FREE: CUNA Supervisory (Audit) Committee Duties & Responsibilities Workshop
Madison
3/20
CUNA Mutual Group: Free Electronic Documents & Signatures
Webinar
3/20
Fair Credit Reporting & FACT Act Risk-Based Pricing Notices: Clarifying the Confusion
Webinar
3/21
Compliance Roundtable
Pewaukee
3/26
Head Teller Development: Managing Dual Control & Cash Limits
Webinar
3/26
Short Sales
TeleConference
3/27
Enterprise Risk Management for Credit Unions: A Primer
Webinar
3/28
10 Steps to Increase Loan Opportunities
TeleConference
4/02
Meeting the Requirements for Capital Adequacy & Contingency
Webinar
4/02
SAFE Act
TeleConference
4/03
The Key to Cross-Selling & Member Retention
Webinar
4/04
NCUA: Office of Small CU Initiatives Workshop
Illinois
4/04
Wire Fraud
TeleConference
4/08
Escrow Rule Changes for High-Priced Mortgages: Deadline June 1, 2013, Including January 2014 HOEPA Rules
Webinar
4/09
Compliance Rules the Frontline Must Know
Webinar
4/09
Regulatory Update (Part I)
Webinar
4/09
Troubled Debt Restructuring
TeleConference
4/10
ACH Rules Update 2013
Webinar
4/16
Member Financial Counseling
Madison
4/17
UCC Article 9 Default Provisions: What Secured Creditors Need to Know
Webinar
4/17
YP Boot Camp
Madison
4/18
Duties of the Board Secretary: Fundamentals, Best Practices & E-Package Delivery
Webinar
4/20
Money Smart Week
4/22
Money Mission® Webinar
Webinar
4/23
SBA Lending Update 2013: Trends, Regulations & a Look at SOP 50 10
Webinar
4/30
ALM Interest Rate Risk Update
TeleConference
5/02
Effective Contract Negotiation, Review & Management: 5 Things Vendors Dont Want You to Know about Contracts
Webinar
5/02
FREE Roundtable to Strengthen Credit Unions
CU House Madison
5/02
Proven Gen Y Strategies for Success
TeleConference
5/07
Handling Objections
TeleConference
5/07
IT Crisis Management: Business Continuity, Disaster Recovery & Incident Response
Webinar
5/08
The League Annual Convention & Exposition
Wisconsin Dells
5/08
Understanding the ALLL for Directors
Webinar
5/09
Bankruptcy
TeleConference
5/09
How to Properly Complete & File Financing Statements: Including UCC Article 9 Rule Changes Effective July 1, 2013
Webinar
5/14
Bank Secrecy and OFAC Update
Webinar
5/16
Life Style Lending
TeleConference
5/20
Money Mission® Webinar
Webinar
5/21
FFIEC Guidance on Cloud Computing: Considerations for Credit Unions
Webinar
5/22
The Branch of the Future: How Branches Will Serve Members Who Dont Need Branches
Webinar
5/29
Collections Seminar
Pewaukee
5/29
When is an Item Payable: Stop Payments, Return Items & More
Webinar
6/03
Time Management
TeleConference
6/06
Regulation E - Electronic Funds Transfer Act
TeleConference
6/11
Common Compliance Mistakes
Webinar
6/11
The League Board Meeting
Madison
6/11
W.C.U.L. Services Corp. Board Meeting
Madison
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