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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!


Feb
20

Harassment Claims in a #MeToo World

Webinar
Join us to learn the current state of harassment claims and effective steps your institution can take now to minimize risk and maximize morale.
Feb
23

CUNA Governmental Affairs Conference

In-Person
CUNA GAC is one of their premier events. Attend this annual event to support your credit union, your members and let your voice be heard.
Feb
25

Fraud Scams: Red Flags & Best Practices to Prevent Loss

Webinar
Join to discuss emerging trends in fraud schemes and how criminals have adapted in order to circumvent improved security and controls in place at financial institutions. We also review red flags and best practices to protect your customers from the damaging financial and emotional effects of falling victim to scams.
Feb
25

Deposit Operations Update 2020

Webinar
This webinar will look at new Regulation CC holds, beneficial ownership, error resolution, and operational issues in the back of the house. You’ll learn how to check CIP and keep good internal controls on signature cards. How you manage and control IRS reporting, check handling, error resolution, interest reporting, and more can save thousands in fines and lawsuits. This 2020 update will be important to continued compliance in account and check services and will focus on any new developments in 2020.
Feb
26

Managing Force-Placed Mortgage & Auto Insurance

Webinar
Join us to learn the technical regulatory requirements of force-placed insurance and how to avoid losses. This program will focus on issues important to lenders, plus offer suggested questions to pose to your insurance professionals.
Feb
27

HELOC Compliance: Disclosures, Documentation, Advertising, Amending & More

Webinar
This webinar will explain the required HELOC disclosures and advertising restrictions. It will explore specific situations when lenders are permitted to decrease, suspend, or terminate a HELOC, and how to do so. You’ll also learn how to handle HELOCs nearing their end-of-draw periods.
Mar
03

Managing a Commercial Construction Loan: Start to Finish

Webinar
This webinar will explain the commercial construction lending function from start to finish. It will address the special construction loan documents, proper perfection of security interests and liens during construction,adequate construction monitoring, and loan disbursement procedures.
Mar
04

Collections Boot Camp

In-Person
Join with Wisconsin credit union collectors for an informative and lively discussion about all things Collections. Get advice on the issues that are keeping you up at night and hear what other credit unions around the state are doing. This event will be two full days with in-depth presentations from experts and will empower you to confidently address collections concerns with your members.
Mar
04

Appraisal Compliance Checklist, Including New Threshold Limits

Webinar
Join this guided tour of sample written policy, procedures, and checklists for real estate and commercial appraisals. You’ll benefit from real-life appraisal scenarios and learn why examiners are pressing auditors to rate an appraisal violation as a moderate-risk finding!
Mar
05

Understanding Marijuana Business Compliance for the Board

Webinar
Are you offering deposit accounts or loans to marijuana – or hemp-related businesses? What does the board need to consider? What are the compliance requirements? Learn the details necessary to make an informed decision with this timely program.
Mar
09

Town Hall with NCUA Chairman Rodney Hood

In-Person
The meeting provides an opportunity to go straight to the source on your NCUA related questions – including current and future NCUA priorities.
Mar
10

Impact of Reg CC Rule Changes on ACH & RDC: Effective July 1, 2020

Webinar
This webinar will cover the 2020 funds availability changes detail and address the impact of the 2018 changes on remote deposit capture programs. Scenarios will be used to illustrate key warranties and how breach of warranty situations may be handled.
Mar
12

Women’s Leadership Summit

In-Person
This can’t-miss annual leadership event will motivate, inspire and energize you. Learn how to leverage your individual talents, transform obstacles into fuel for a better you, the resources found in the Global Women's Leadership Network and cap off the day with a lively roundtable discussion.
Mar
12

Common HMDA Violations & Challenges

Webinar
This webinar will review the fundamental HMDA requirements, while focusing on common problem areas that can create reporting violations. Real-life examples will be used to reference HMDA resources that can be used to improve training, identify errors that may not be picked up by edits or software, and streamline verifying data integrity.