Education & Events

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Wisconsin's Credit Unions Unite for Good
Wisconsin Credit Union Foundation

Be sure to check out our on demand learning as well.

Compliance

Advocacy

  • Aug
    07

    FiCEP: Financial Counseling Certification Program | Module 5

    The program for 2019 involves an online orientation, then online self-study via eight webinars. There's also two face-to-face trainings in Madison including a proctored exam. It is strongly preferred that you attend the webinars live so you may participate in discussion, however, they will also be available as a recording. The in-person sessions include a proctored exam which is required to receive the CCUFC designation.
    Register

  • Aug
    15

    CUNA Mutual Group: Discovery™ Conference 2019

    The day-long, virtual training is geared for senior credit union leaders and those looking for insights on the top issues affecting credit unions' future.
    Register

  • Aug
    21

    FiCEP: Financial Counseling Certification Program | Module 6

    The program for 2019 involves an online orientation, then online self-study via eight webinars. There's also two face-to-face trainings in Madison including a proctored exam. It is strongly preferred that you attend the webinars live so you may participate in discussion, however, they will also be available as a recording. The in-person sessions include a proctored exam which is required to receive the CCUFC designation.
    Register

Executives & Leadership

Board Members

  • Jul
    25

    Town Hall Meeting | Onalaska

    Join us for this Town Hall meeting for credit unions.
    Register

  • Aug
    04

    CUNA: Midwest Small Credit Union Conference

    Learn from sessions built specifically for smaller shops on lending, marketing, strategic planning, staffing/ internal culture, and exam preparedness. You'll also have the rare occasion for significant networking time with similar-sized credit unions across the Midwest.
    Register

  • Aug
    07

    FiCEP: Financial Counseling Certification Program | Module 5

    The program for 2019 involves an online orientation, then online self-study via eight webinars. There's also two face-to-face trainings in Madison including a proctored exam. It is strongly preferred that you attend the webinars live so you may participate in discussion, however, they will also be available as a recording. The in-person sessions include a proctored exam which is required to receive the CCUFC designation.
    Register

Marketing

  • Aug
    07

    League Leadership Institute

    This 5-month program gives emerging and mid-level managers the skills needed to better serve their credit union and members. In addition to earning a total of 4.2 Continuing Education Units through the University of Wisconsin - Milwaukee School of Continuing Education, students will earn the designation of Certified Wisconsin Credit Union Leader (CWCUL) through the Wisconsin Credit Union League.
    Register

  • Aug
    15

    CUNA Mutual Group: Discovery™ Conference 2019

    The day-long, virtual training is geared for senior credit union leaders and those looking for insights on the top issues affecting credit unions' future.
    Register

  • Aug
    21

    Community Development Workshop

    Diversity, inclusion, Wisconsin’s unique makeup, case studies, ITIN lending, roundtable discussion and more will be featured at this year’s annual Community Development Workshop – don’t miss it!
    Register

Finance & Lenders

HR, Operations & IT

  • Jul
    24

    Outsourcing Tech Services: Regulations, Examiner Expectations & Actions for Vendor Management

    From selecting the best available vendor, to identifying and correcting performance issues, this presentation will examine the practical and regulatory requirements for managing third-party tech relationships and the operational details of creating an effective vendor problem-resolution program.
    Register

  • Aug
    01

    IRA Reporting, Common Issues & Error Resolution

    It will address traditional and Roth IRA governmental reporting requirements, participant notices, and statement requirements. From 1099-R and 5498 reporting, to RMD and beneficiary distribution reporting, this session will cover a lot of ground! Learn about common reporting mistakes and correction methods to meet your compliance responsibilities.
    Register

  • Aug
    07

    League Leadership Institute

    This 5-month program gives emerging and mid-level managers the skills needed to better serve their credit union and members. In addition to earning a total of 4.2 Continuing Education Units through the University of Wisconsin - Milwaukee School of Continuing Education, students will earn the designation of Certified Wisconsin Credit Union Leader (CWCUL) through the Wisconsin Credit Union League.
    Register

Front Line & Member Service