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Feb
16

Work from Home Risks: How Compliance Can Limit Liability

Learn best practices for allowing employees to work remotely and limit the liability risks and losses that begin with noncompliance. Helpful checklists will provide focus and guidance, plus information for the board.
May
05

Credit Analyst Webinar Series

This 4-part series will provide the tools needed to make consistent, sound lending decisions that protect the institution.
Feb
09

E-SIGN Webinar Series

This 4-part series will address the multifaceted aspects of the Act, including risks, best practices, compliance, and document delivery.
Aug
05

New Accounts Series

This 6-part series will address account opening basics for consumers and businesses, plus more complex issues like ownership types and required documentation. Account opening details for nonprofit organizations and nonresident aliens will be included.
Jan
21

Flood Series

This 4-part series will address flood rules, FAQs, disclosure requirements, commercial loan regulations, and much more. Ensure your staff knows the policy ins and outs and the forms line-by-line. Don’t miss this chance to explore each step in developing a watertight flood compliance program!
Jul
22

Job-Specific BSA Webinar Series

Everyone has a role related to Bank Secrecy Act compliance. This four-part series will ensure that operations, the frontline, lenders, executives and the board are knowledgeable and confident in their BSA duties.
Sep
07

2021 League Annual Convention & Expo

Connect with the Credit Union Movement at the largest annual gathering of Wisconsin credit unions at the League Annual Convention & Expo.
Jan
28

Calculating Cash Flow from Corporate Tax Returns

Join this webinar to learn how to identify a corporate borrower’s annual cash flow quickly and reliably. You will also be able to calculate the global cash flow of the owners and business combined.
Jan
27

Work from Home Record Retention Rules

Join us to learn best practices-based strategies for effective work-from-home record management. The sample policy and guidelines will help your institution manage records, minimize risks, and maximize compliance.
Jan
26

Beginning BSA Officer: What You Need to Know on Day 1

Whether you are an experienced executive or a novice BSA officer, you are sure to benefit from this great overview of the evolving BSA responsibilities every financial institution faces daily.
Jan
21

Flood Insurance Rules, Best Practices & Liability

This webinar will review flood insurance rules and regulatory issues, concentrate on current issues involving flood compliance, and provide best practices to keep your portfolio covered.
Jan
20

Intro to C&I Lending: Cash Flow, Collateral & Assessing Management Efficiency

Join us to gain a better understanding of non-real estate operating entity performance, including generating positive cash flow, management efficiency, and the quality of assets securing C&I credits.
Jan
14

2020 HMDA Submission Due March 1, 2021: Challenges & Best Practices

This fast-paced webinar will include citations, tips, real-life examples, tools for submitting 2020 HMDA data by the March 1, 2021, deadline, and top 10 HMDA reporting challenges.
Jan
13

Creating or Revising Work from Home Policies

This webinar will take you on an HR guru-guided journey through the standards and best practices of managing work-from-home. Learn how to set standards and maintain strict confidentiality and get great ideas for improving staff morale and enhancing your brand.
Jan
12

IRA & HSA Update: Key Considerations for 2021

This webinar will address the ramifications of the SECURE Act, provide the latest IRS guidance and contribution levels, and identify the most common reporting errors. Join us to gain the information needed to make informed decisions about IRAs and HSAs.
Jan
07

Providing Provisional Credit Under Reg E

This webinar will explain how to properly investigate alleged errors and unauthorized EFTs and when to properly provide provisional credit.
Jan
06

Uniform Residential Loan Application (URLA): Deadline March 1, 2021

This webinar will detail the new URLA’s five sections, offer implementation and training tips, and explain the subtle formatting features and enhanced data collection elements. Now is the time to familiarize yourself with the new URLA and explore additional resources, including aids for non-English speaking applicants.
Jan
05

Call Report 2021 Update, Including COVID’s Impact & Top 10 Errors

However you view Call Reports and their preparation, this timely, fact-filled webinar will provide the latest Call Report changes for 2021.
Dec
14

Major Changes to Fair Debt Collection Practices Act

Learn the latest collection rules regarding electronic communications, violation interpretations, oversight of debt collectors, and more.
Dec
17

How to Review Legal Documents: POAs, Trusts, Guardianships, Estates & More

This webinar will look at key elements of the legal documents and fiduciary accounts financial institutions open. Join one of the financial industry’s top experts to learn more about fiduciary roles and what paperwork should accompany them.