Education & Events

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

Full List of Front Line & Member Service Events

  • Jul
    30

    Opening Accounts Online: Rules, Risks & Best Practices

    This fast-paced session will cover the required disclosures for opening deposit accounts, E-SIGN compliance, BSA due diligence for CIP, and best practices for opening deposit accounts online.
    Register

  • Aug
    05

    Recent Reg CC Changes: Deadlines, Details, Compliance

    The CFPB and the Federal Reserve Board jointly published amendments to Regulation CC. Join us to prepare; with systems to update, disclosures to change, and staff to train, those deadlines will be here before you know it!
    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
    27

    Opening Donation, Memorial & Other Accounts for Nonprofit Organizations & Corporations

    This session will teach you how to comply with the BSA provisions for donation, memorial, nonprofit, and corporation accounts and provide practical tips for opening each.
    Register

  • Aug
    28

    21st Annual League Invitational

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

  • Oct
    24

    League Leadership Institute (October 24, 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

  • Nov
    12

    League Leadership Institute (November 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

  • Nov
    20

    Innovation Workshop 2019

    Creativity, new ideas, different ways of thinking and approaching problems are critical for staying relevant to your members. Brush up these skills and more at the Innovation Workshop.
    Register

  • Dec
    04

    League Leadership Institute (December 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