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Full Events Listing

Jan
22

Transform your credit union with the power of data and analytics

Webinar
Discover how the right strategy, the right culture, the right tools and the right data can help you better understand each member and deepen member relationships.
Jan
23

2020 IRA & HSA Update, Including IRA Provisions Under the Secure Act

Webinar
Join us for a lively discussion of current issues and rule changes. If you interact with IRA and HSA owners, have supervisory, managerial, or decision-making responsibilities, you’ll learn about the many implications regarding what is new and important in 2020 and beyond.
Jan
28

2020 Virtual Banking Driving Branch Transformation

Webinar
Learn how branches will continue to change in 2020, see current industry trends, learn more about virtualized branches, and how centralized teams can help you create more efficient interactions across your entire branch network.
Jan
28

Governance for Volunteers

Webinar
This webinar will cover the general and specific responsibilities of volunteers, distinguish between the two different types of audits, and provide current industry ratios/benchmarks to help evaluate your credit union’s financial condition.
Jan
29

Advanced Issues in Dormant Accounts, Unclaimed Property & Escheatment

Webinar
This webinar will explain the Uniform Unclaimed Property Act and the tools that every institution needs to evaluate its practices regarding dormant accounts and unclaimed property. There will be a quick review of the basic rules before focusing on more advanced issues. Since escheat laws vary, this webinar will not cover state-specific escheat laws. However, you will be able to find your state-specific escheat laws by using the contact information provided.
Jan
30

UCC 3 & 4 Check Issues: Stop Payments, Postdated, Stale-Dated & Endorsements

Webinar
This webinar will explain the most common (and not so common) issues and outline the rights and responsibilities of each party to a check. Join us to learn how to handle checks correctly and with confidence.
Feb
04

Action Plan for Reg CC Rule Changes Effective July 1, 2020

Webinar
This webinar will explain the amendments to Regulation CC, address the impact on depository institutions, and outline an action plan to ensure they can prepare for and implement the required changes prior to the July 1, 2020, deadline.
Feb
05

ACH Tax Refunds: Exceptions, Posting & Liabilities

Webinar
This session will cover the rights and obligations of the financial institution, accountholder, and tax preparer and how the IRS is protecting accountholders from fraud. Learn how to correctly handle tax returns and exceptions to increase compliance and accountholder satisfaction while minimizing liability.
Feb
06

Diversity Self-Assessment: Regulatory Guidance & Best Practices

Webinar
Learn the basics of DEI as a corporate best practice and how to use the NCUA self-assessment tool to understand your current position and strategize achieving true diversity.
Feb
07

Effective Time Mastery: Working Smarter, Not Harder

Webinar
This program will provide keys to successful time management. You’ll gain the ability to be a better time manager, discover your time management strengths, and identify areas needing improvement. You’ll walk away with an action plan to begin creating more time in your life.
Feb
11

YP Boot Camp: Milwaukee

In-Person
YPs take this opportunity to network with your peers and gain valuable skills to support you and your CU career.
Feb
11

Using the FPR to Improve Credit Union Performance

Webinar
This pragmatic webinar will provide information you can use immediately and serve as excellent training for the board in fulfilling their responsibility of overseeing credit union performance.
Feb
12

Commercial Loan Documentation

Webinar
This webinar will go beyond the basics (what documents are needed for what types of business loans) and provide a better understanding of protections and safeguards that should be put in place when underwriting and drafting your loan and collateral security documents. Learn how to avoid many of the hazards with this must-attend webinar designed for commercial lenders who want more advanced training.
Feb
13

Electronic & Imaged Documents: What to Keep, What to Destroy, What Holds Up in Court

Webinar
Not all imaged documents are treated the same under the law. Now, more than ever, it’s imperative to understand the rules regarding electronic and imaged documents to protect your institution from costly mistakes.
Feb
18

Banking Cannabis Businesses: Hemp, CBD, THC & More

Webinar
This webinar will focus on how financial institutions are currently accepting deposits, lending money,and providing other financial services to cannabis businesses and their service providers –despite the lack of guidance or comprehensive comfort under federal law.
Feb
19

Qualifying Borrowers Using Personal Tax Returns Part 1: Form 1040 & Schedules B & C

Webinar
This two-part series will teach you an easy, reliable method to convert a borrower’s personal tax return (Form 1040) into annual and monthly cash flow statements using the free software included with this course. Part 1 will cover Form 1040, Schedule B (Interest and Dividend Incomes) and Schedule C (Sole Proprietor ship Incomes). (Note: This method does not follow Fannie, Freddie, or QM rules used in mortgage lending.)