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Full Events Listing

NEW THIS YEAR: Webinar bundles. Get a four or six pack of webinars on our most popular topics and save! 

 


Jan
12

IRA Series

Webinar
​6–part series - Our 2023 IRA Series has you covered with an annual update of what’s new and changing, guidance on beneficiary designations, and a comprehensive overview of traditional and Roth IRAs, including eligibility, contributions, rollovers, distributions, taxation, and more.
Jan
19

Credit Analysis Series

Webinar
This 4–part series - will enhance their abilities. Credit analysts are expected to evaluate numerous types of borrowers, loan proposals, repayment sources, and collateral scenarios. Equip your commercial underwriting staff with tried-and-true methodologies as well as the latest techniques to accurately evaluate cash flow, repayment ability, collateral, and more.
Jan
24

Data Activation Education Program 2023

Webinar
The Data Activation Series is an integrated, educational program that offers educational artifacts, a 7-class data education course that helps credit unions develop data confidence and capability.
Jan
25

Branch Manager Boot Camp Series

Webinar
This exciting, four-part series will focus on the next generation manager who will be leading the transition to client relationship management, and to managing an active advisory environment for the client to achieve financial goals. The next gen manager will be leading this vital transformation.
Feb
01

Frontline Branch Series

Webinar
Frontline Branch Series is a 4-part, comprehensive series for beginning and new frontline professionals that focuses on creating a client friendly environment on a budget. This series will focus on how we deliver the ultimate client experience, streamlining work processes to make things fun for employees and the client, resulting in the optimal institution of the future. The series includes group discussion and problem solving, fresh ideas through presentation, and a case-study.
Feb
07

Mastercard Debit Card Chargebacks: Rules, Rights & Challenges

Webinar
Learn the ins and outs of debit card chargebacks to protect everyone’s rights.
Feb
08

HR Roundtable 2023

Webinar
Join us for this opportunity to hear from HR professionals and network with your credit union colleagues. This program is for credit union professionals who are interested on staying up-to-date on the all things Human Resources.
Feb
08

CMG: Lessons of Generation Flux — Succeeding in an Age of Chaos

Webinar
Drawing on in-depth interviews with the world’s top CEOs and business leaders, journalist and strategic adviser Bob Safian offers a framework for addressing these unprecedented times by following a mindset he calls “Generation Flux.” Presenting clear, engaging, and often-unexpected lessons, Safian delves into the personal, practical learnings of leaders from Airbnb to GM to Nike. Bringing to life the insights that matter most, this session illuminates how we may refine the equation for success to create a better future.
Feb
08

Top Five Marketing Trends for 2023 & Beyond

Webinar
This webinar will evaluate the top five marketing trends of 2023 and beyond, including the advent of employment marketing, the basics of data analytics, nontraditional marketing techniques, and methods for making the most of community relationships in your sales and marketing efforts. Join us to explore the newest tools for your marketing toolbox.
Feb
09

Midsize Credit Union CEO Virtual Roundtable 2023

Webinar
All credit unions are welcome, however the content covered in this session is designed for those credit unions in the $100-350M asset category.
Feb
09

SAR Line-by-Line: Compliance & Insight

Webinar
This webinar will break down each component of a SAR from what goes into the “Filing Note to FinCEN” box to the filer’s contact information and everything in between. Filers often have questions about the “Other” boxes in each section and the correct way to complete them, or when simply checking a box is not enough and they want to provide additional information about the activity. Participants will be given a list of guidance and advisory documents addressing the reporting of certain suspicious activities, such as human or drug smuggling and trafficking, elder financial exploitation, money mule activity, business and personal e-mail compromise, and benefits fraud, among others.
Feb
11

Foundation Frozen Fitness Fundraiser 2023

Webinar
Run, walk, ski, sled, shovel your walk, dance or find your yoga zen and enjoy! Let's all support The Foundation together.
Feb
14

Leadership Institute - Part II | Module 2: Understanding Business Strategy: Decision-Making and Disruptive Thinking

Webinar
This virtual Institute will begin at the end of January and conclude in mid-April. The curriculum is designed to build on the material learned in the Leadership Institute Part 1. This coursework is taught by industry experts and leaders in the areas of leadership development vetted by the University of WI - School of Continuing Education. Prerequisite: Must have graduated from Leadership Institute I to enroll in this coursework, though those who have been in a credit union leadership role for 2+ years will also be considered and are encouraged to register.
Feb
14

SalesCU – Credit Union Sales Intensive Workshop

Webinar
The Credit Union Sales Intensive Workshop is a 2-day event for frontline employees and a 3-day event for leaders that provides what your team needs to lead and execute a sales initiative at your credit union.
Feb
14

Compliance Roundtable - Virtual

Webinar
League compliance leaders as well as guest speakers will keep you informed on the latest updates.
Feb
14

Cash Flow Analysis Part 2: Deeper Analysis, Balance Sheet & External Factors

Webinar
This presentation will build on the topics discussed in Cash Flow Analysis Part 1. Assessing repayment ability is far more than just calculating debt service coverage. Do you understand the impact a borrower’s balance sheet can have on cash flow and know the red flags to watch? In addition, this webinar will cover external factors that can impact a borrower’s ability to maintain cash flow, including a section on stress testing to help assess repayment risk.
Feb
15

Leadership Institute - Part II | Module 2: Understanding Business Strategy: Decision-Making and Disruptive Thinking

Webinar
This virtual Institute will begin at the end of January and conclude in mid-April. The curriculum is designed to build on the material learned in the Leadership Institute Part 1. This coursework is taught by industry experts and leaders in the areas of leadership development vetted by the University of WI - School of Continuing Education. Prerequisite: Must have graduated from Leadership Institute I to enroll in this coursework, though those who have been in a credit union leadership role for 2+ years will also be considered and are encouraged to register.
Feb
15

Qualifying Borrowers Using Personal Tax Returns Part 2: Schedules D, E & F

Webinar
In Part 2 of this two-part series, you will learn to cash flow Schedule D: Capital Gains and Losses; Schedule E, Page 1 (Rental and Royalty Income); Schedule E, Page 2 (Partnerships and S Corporations), and Schedule F (Farm Income). When you finish this session, you will be able do a little “magic” and convert taxable incomes into cash flows, which you can then plug into your credit scoring model, debt-to-income ratio, or disposable income calculation. Note: This session is designed for consumer and commercial lenders. This method does not follow Fannie, Freddie, or QM rules used in mortgage lending.
Feb
15

BSA for Frontline Staff

Webinar
The frontline confronts BSA issues multiple times a day. Therefore, it’s crucial that they understand the fundamentals, know the red flags for crimes, and keep your institution in the compliance zone. Don’t miss this opportunity to satisfy your 2023 training requirements.