Education & Events

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Wisconsin Credit Union Foundation

Full List of HR, Operations & IT Events

  • 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

  • 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
    08

    New Security Officer Training: Responsibilities, Best Practices & Skill-Building Tools

    This program will explain the framework of what your security program should contain. The implementing regulations are very specific, while allowing leeway for risk management decision-making.
    Register

  • Aug
    14

    FFIEC Cyber Security Risk Assessments: Policy, Recent Findings & Recommendations

    This webinar will highlight the latest cyber-security risks, and provide a baseline understanding of tactical considerations regarding strategies and regulatory guidelines.
    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
    15

    E-Compliance Rules, Policies & Best Practices for Email, Web, Mobile & Social Media

    Join us to learn how to implement strategic electronic compliance management that combines policy, training, and technology.
    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
    22

    Youth Financial Education Roundtable

    Join us the for this workshop exploring how we can make an even greater impact on financial education in our schools.
    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
    18

    HR Council Webinar (September)

    Be sure to join us for this webinar with an HR focus. Complimentary to HR Council members.
    Register

  • Sep
    19

    Leadership Retreat

    Join us for a day and a half for this Leadership Retreat. More details to come!
    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