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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! 


Check out our 2021 lineup of webinars >>
 

Check out our 2022 lineup of webinars >>

May
17

Building a Successful Cross-Selling Platform

Webinar
This webinar will provide tools to empower staff to cross sell effectively and intelligently. From discovery to delivery, you will learn to increase accountholder retention while gaining growth opportunities through favorable referrals.
May
17

7 Rivers Region Chapter Meeting - May 2022

In-Person
Murder Mystery Co
May
17

Greater Fox Cities Chapter Meeting - May 2022

In-Person
T-Rats game for all CU members with Legislators
May
18

Handling Trusts & Other Fiduciary Accounts

Webinar
This webinar will explain everything you need to know about opening trusts and other fiduciary accounts, including proper account documentation, authorization requirements, and red flags. In addition, you’ll learn how to reduce the risk of loss when dealing with trusts and other fiduciary accounts.
May
19

The New ACH Rules on Prenotification & Micro-Entries

Webinar
Join us to learn the implications, rights, and requirements under Nacha’s new rules, including initiation, handling, and exceptions.
May
24

Madison Chapter Meeting - May 2022

In-Person
Madison Area Chapter of Credit Union’s Annual Meeting
May
24

Operations Virtual Roundtable Series

Webinar
Join us each quarter for discussion on the latest topics in Operations.
May
24

Lakeland Area Chapter Meeting - May 2022

In-Person
Employee Appreciation
May
24

Lakeland Area Annual Chapter Meeting - May 2022

In-Person
Annual meeting/ Employee Appreciation Night
May
25

Enhanced Due Diligence & Risk Assessment of ACH Customers

Webinar
This webinar will explain how your institution can identify and assess the risk – low, medium, or high –associated with accountholders using ACH services. In addition, it will explain the additional steps for conducting the “enhanced” due diligence that is required for higher risk accountholders, and the ongoing monitoring that is required of all customers using ACH services.
May
26

Marketing/PR Symposium

In-Person
Interested in hearing what the market experts have to say about messaging to your members, social media trends and branding strategies? Join us for this May marketing event focused on the human side of messaging and branding. You’ll also get up close and personal with the recording of a podcast, just one of many innovative methods for sharing your credit union brand.
May
26

Financial Literacy Fundamentals for New Directors: Financial Statements, Key Ratios & How to Monitor Your Credit Union

Webinar
Join this fact-filled webinar to gain a better understanding of how to monitor whether your credit union is on track, improving, or weakening.
Jun
01

When a Business Owner Dies, Sells, or Delegates Authority

Webinar
This webinar will explain the proper procedures for when the business owner dies or sells their ownership interest, including the documents that must be reviewed and the actions your institution must take. It will also explain how to determine who is authorized to act on behalf of the business entity after the owner dies or transfers ownership interest.
Jun
02

Faster Payments Basics

Webinar
Faster payments are coming. Join this session to learn about new payment systems that are coming from The Clearing House, the Federal Reserve, and others. This discussion will address the participants and flow for faster payments transactions, as well as how to begin the faster payments strategy for your institution.
Jun
02

FiCEP | Orientation, Introduction to FiCEP & Logistics

Webinar
The Financial Literacy Counseling Certification Program (FiCEP) is a comprehensive training program allowing you to earn your CCUFC designation.
Jun
06

HMDA Bootcamp Basics

Webinar
This boot camp session will provide straightforward examples that explain the rules for identifying potential HMDA applications and the elements of data collection – while reinforcing the importance of “getting it right.”
Jun
07

Understanding Your Credit Union’s Audit Report

Webinar
Join credit union attorney and supervisory committee member, David Reed, as he breaks down the audit process and provides technical requirements and practical guidance on interpreting audit results.
Jun
08

Measure It to Manage It: Understanding Analytics & How to Determine Online Success

Webinar
This webinar will explore the fundamental reasons for data collection, review the various sources, explain what expectations you should have based on benchmarks and historical comparison, and then address ways to report and understand what it all means so you can make actionable decisions for improvement.
Jun
09

YP Boot Camp

In-Person
Take advantage of this YP opportunity to network with your peers and gain valuable skills to support you and your CU career.
Jun
09

Electronic Payment Fraud: When Is Your Institution Liable?

Webinar
This webinar will explain which party is liable for the various types of electronic payment fraud and what can be done to protect your institution from liability in both commercial and consumer situations.