Education & Events

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Full List of Finance & Lender Events

  • Jul
    23

    Call Report Preparation: Avoiding Common Errors

    Examiners are consistently reporting Call Report errors as findings, regardless of materiality. This program is designed to help you avoid common – yet costly – mistakes.
    Register

  • Jul
    25

    What Are Those Partnership & S-Corp Tax Returns Telling Me?

    This webinar will help take the mystery out of Partnership and S-Corp tax returns and you’ll learn how to quickly and reliably identify a business’s real monthly cash flow.
    Register

  • Jul
    31

    20 Common Mistakes in Consumer Collections

    This webinar will explain the most common consumer collection mistakes and how to reduce your institution’s liability risk.
    Register

  • Aug
    06

    Adverse Action in Mortgage Lending: Compliance, Notices & Best Practices

    Examiners are focusing on fair lending, discrimination, and Regulation B during heightened audits of adverse action notices.Join us to learn how to conduct a comparative file review of your adverse action notices to ensure no fair lending problems exist.
    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

  • 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
    07

    Official Demands Part 1: Handling Subpoenas, Summonses & Other Legal Process

    This webinar will explain legal processes, potential liability, and the situations when documents may be served on your institution. Join us to learn the necessary steps to properly accept service of process and properly respond to these legal documents, including identifying the information that can and can’t be disclosed, determining when the accountholder must be notified, and testifying in court or substituting an Affidavit of Records Custodian.
    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
    20

    How to Handle Unauthorized Electronic Fund Transfers Under Reg E

    This webinar will explain how to determine if Reg E applies in each situation and how to handle unauthorized electronic fund transfers under Reg E. It will also explain those situations when the NACHA, UCC, or Visa/MC rules apply to the unauthorized electronic fund transfer.
    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

  • Aug
    21

    The Financial Statement Audit Process

    This session will cover a lot of ground, starting with an independent auditor’s objective and concluding with a better understanding of how audit reports are created.
    Register

  • Aug
    28

    21st Annual League Invitational

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

  • Aug
    28

    Top 10 Most Misunderstood IRA Issues: Turning Confusion into Confidence

    This session will provide timely guidance to individuals who have IRA operational, compliance, or reporting responsibilities and those who deal face-to-face with IRA owners. This session will also provide managers, registered representatives, and licensed insurance representatives with important practical and compliance-related information. Join us for this lively session to increase your awareness and confidence level when dealing with many common, but often misunderstood, IRA scenarios.
    Register

  • Aug
    29

    Effective Management of Credit Report Disputes: Completing ACDVs, AUDs & Correcting Joint Credit

    This session will cut through the regulatory web and provide a clean, manageable credit reporting process for your institution.
    Register

  • Sep
    04

    FiCEP: Financial Counseling Certification Program | Module 7

    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

  • Sep
    04

    League Leadership Institute (September 2019)

    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

  • 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

  • Sep
    18

    FiCEP: Financial Counseling Certification Program | Module 8

    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

  • Sep
    26

    FiCEP: Financial Counseling Certification Program | In Person Training & Testing Part II

    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

  • Oct
    02

    League Leadership Institute (October 2019)

    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