Education & Events

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Full List of Finance & Lender Events

  • May
    21

    Evaluating Collateral & Personal Guarantees for Loan Repayment

    This presentation will highlight factors that should be considered when evaluating individual guarantors and co-borrowers. Collateral analysis will not only focus on commercial real estate, where value is relatively easily defined, but also consider other types of collateral, such as equipment, accounts receivable, and inventory.
    Register

  • May
    22

    Repossession Practices, Compliance & Limitations

    This webinar will explain all aspects of the repossession process regarding non-real estate collateral, starting with the decision to repossess and ending with the disposition of the collateral at a private or public sale. Learn the steps to properly repossess and dispose of collateral under UCC Article 9.
    Register

  • May
    29

    ACH Stop Payments vs. Unauthorized Extended Returns: Know the Difference

    This webinar will explore Stop Payment and Unauthorized Return Reason Codes and provide an easy formula to determine which code and form are correct.
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  • May
    30

    Military Lending Act & SCRA: Compliance & Lessons Learned

    This program will identify both the protections afforded to active duty servicemembers on existing loans under the SCRA, as well as the MLA’s compliance requirements for new loans made to active duty servicemembers.
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  • Jun
    03

    Untangling Complex RDFI Challenges

    You’ll learn how to properly investigate and respond to complex ACH return and exception challenges to maintain compliance with the ACH Rules and mitigate risk and loss.
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  • Jun
    04

    Construction-Only & Construction-to-Permanent Lending

    This webinar will delve into the disclosure requirement issues and real-life implications using the latest CFPB information and industry best practices.
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  • Jun
    05

    Job-Specific BSA Training for Operations

    This session will include examples of CIP deficiencies in recent BSA enforcement actions and provide additional monitoring tools.
    Register

  • Jun
    13

    League Leadership Institute

    This 6-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 4.6 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

  • Jun
    13

    Financial Accounting & Reporting

    This session will provide tips, tricks, and relevant examples to assist in preparing the quarterly Call Report.
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  • Jun
    17

    The Credit Union Difference

    Learn what sets credit unions apart from other financials and what is meant by the Credit Union Difference.
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  • Jun
    20

    Effective Debt Collection Techniques & Strategies

    This informative session will sharpen your collection skills and better position you to assist troubled borrowers and maximize recovery.
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  • Jun
    27

    Living, Grantor & Family Trust Accounts: Common Problems in Account Opening & Lending

    This webinar will explain the proper documentation and information that must be obtained before opening accounts for trusts, including determining who is authorized to transact business. It will also clarify the necessary loan documents you must obtain and everything else that must be understood before lending to trusts, including determining whether the trust has the power to borrow money and/or pledge trust assets.
    Register

  • Jul
    14

    Credit Union Day at the Ballpark

    Come celebrate the credit union movement and network with your peers, while benefiting Children's Miracle Network, The Wisconsin Credit Union Foundation and The National Credit Union Foundation.
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  • Aug
    21

    Community Development Workshop

    Whether you're an executive, director, lender, manager, financial counselor, marketer or anyone with a role in your credit union's planning and outreach you should join us for this event to learn what initiatives others are participating in.
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  • Aug
    28

    21st Annual League Invitational

    Don't miss our annual golf scramble to benefit the Wisconsin Credit Union Foundation!
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  • Sep
    17

    Hike the Hill 2019

    This annual event brings you face to face with decision makers in Washington to discuss the valued services your credit union provides, plus policy and regulatory issues.
    Register

  • Oct
    08

    ULEND Academy Fall 2019

    Empower lenders through a hands-on learning experience that provides unique, customized, real lending solutions for the real world. So don't miss this streamlined two-day workshop that focuses on ways lenders can change from being transactional to consultative including consultative cross-selling.
    Register