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Compliance Roundtable offers practical advice from compliance pros

The League's Compliance Roundtable, set for Sept. 27 in Pewaukee, offers unparallelled opportunity to network, exchange ideas and learn the latest regulation changes.


The League Services Corp.'s Compliance Specialist Team – which works on a shared basis with credit unions statewide to assist with compliance obligations –  will also share more than a year's worth of insights about what regulators want and how you can stay on top of compliance issues.


Attendees will receive updates on NCUA's new Troubled Debt Restructuring rule and hear from the Office of Credit Unions about the policies addressing loan workouts and nonaccrual standards for loans.

Paul Guttormsson, Legal Counsel in the League's Legal Affairs Dept., will break down in plain English some of the most complex compliance issues to help you tackle impending deadlines and cover your most important bases.


You'll learn a wealth of information about:

  • policies

  • what examiners look for

  • loan organizing

  • reviewing

  • documentation

  • and much more


Plus, as part of a facilitated discussion, attendees will talk about where they're at implementing compliance requirements and share best practices with the group.


It's the fastest, most practical way to learn what's happening on the compliance front and get answers to the toughest issues your credit union is facing. This interaction alone - that adds to your network of helpful contacts - has made this event one of the League's most well-attended events.


Register now to ensure your seat at the table!


Please direct questions to Judy Phillips at (262) 408-6020.



The League's Compliance Specialist Team will attend the Roundtable to share their wealth of insights. From left to right are: Lynn Schaufenbuel, Kim Hoppe, Stacy Picard, Lisa Alery, and Elyse Smithback.

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