On Demand Webinars

Education & Events

Wisconsin's Credit Unions Unite for Good

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Quick courses are 30 minutes long, $109. Comprehensive courses are 90 minutes, $259.

Board Essentials Modules Bundle - On Demand >>

Compliance

Hemp Farming Act: CBD, FAQs & Impact on Financial Services

The Hemp Farming Act of 2018, as passed in the 2018 Farm Bill, allows farmers to legally grow industrial hemp and makes cannabidiol (CBD) – a hemp byproduct – legal at the federal level. Subject to state law, financial institutions can begin opening accounts and lending to industrial hemp and CBD-related businesses. But many questions remain.

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Handling Dormant Accounts, Unclaimed Property & Escheatment

This webinar will explain the Uniform Unclaimed Property Act and the tools needed to evaluate its procedures and practices regarding dormant accounts, unclaimed property, and escheatment. 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 in the handout.

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Job-Specific BSA Training for Operations

This session will include examples of CIP deficiencies in recent BSA enforcement actions and provide additional monitoring tools.

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On Demand Small Credit Union Discounted Webinars

Credit unions with assets $30 million and under are eligible to download these webinars free of charge as part of our Small Credit Union Initiative. Credit unions with assets over $30 million may download these webinars at the usual cost.

Social Media Policies & Best Practices for HR

Join us for a webinar focusing on best practices in social media policy.

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Form I-9 Update

All employers are now required to use the recently updated Form I-9. Changes to the Form present new ways for employers to make mistakes.

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Powers of Attorney

Learn how to make sure a power of attorney is valid and the transactions are properly authorized

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Executives & Leadership

Financial Accounting & Reporting

This session will provide tips, tricks, and relevant examples to assist in preparing the quarterly Call Report.

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Audit Committees: Understanding Expectations & Avoiding Landmines

Join us to learn the traits of a healthy audit committee and methods to ensure full regulatory compliance with your duties.

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Hot Issues in Cyber Compliance

This program will address the overlapping opportunities and challenges presented by the promise of new technologies such as IoT and cloud services; compliance with regulatory requirements and industry standards; and the peace of mind that comes from implementation and management of a sound cybersecurity program.

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Board Members

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

This webinar will look at important ratios every CU should have on their dashboard. Attending this webinar will ensure you know what capital is, where it comes from, and how much is needed. A spread analysis will demonstrate how your CU is making its profit, whether it is improving or declining, and why.

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Audit Committees: Understanding Expectations & Avoiding Landmines

Join us to learn the traits of a healthy audit committee and methods to ensure full regulatory compliance with your duties.

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Developing & Delivering an Effective Loan Presentation

This webinar will extensively outline the elements of a highly effective loan presentation that properly communicates known risks while highlighting mitigating factors. The five Cs of credit will be used in developing the loan presentation, adding a sixth and seventh C of credit to consider.

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Marketing

UDAAP for the Board & Senior Management

Attend this webinar and learn seven steps to manage UDAAP & UDAP.

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Product Terms Part 2: Establishing New Product & Service Controls

Uncover best-practice product and service controls through the product lifecycle, due diligence pitfalls and post-mitigation solutions to ensure inspection meets expectation.

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FiCEP: financial counseling certification program

Register by April 20 to join credit union professionals statewide acquiring the career-enhancing credential of Certified Credit Union Financial Counselor (CCUFC).

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Finance & Lending

Motor Vehicle Self-Help Repossession

Learn how credit unions can repossess vehicles in Wisconsin without having to go to court first

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Wisconsin Consumer Act I: Loan Agreements & Practices

Learn which loans the Consumer Act covers, what terms can and cannot be included in those loan documents and what lending practices the credit union must avoid to comply with Wisconsin law

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Wisconsin Consumer Act II: Delinquency & Collections

Get the latest on late fees, determining when a consumer loan is in default” sending a property Notice of Right to Cure, setoff, and a number of other important topics

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HR, Operations & IT

Essential HR Recordkeeping from Hiring to Firing

This webinar will outline recordkeeping requirements, how to ensure compliance, and the consequences of noncompliance.

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Hot Issues in Cyber Compliance

This program will address the overlapping opportunities and challenges presented by the promise of new technologies such as IoT and cloud services; compliance with regulatory requirements and industry standards; and the peace of mind that comes from implementation and management of a sound cybersecurity program.

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Hacking the Weakest Link: The Role of Staff in Maintaining IT Security

This webinar will be a fresh look at hacking the weakest link–people duped by social engineering.

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Front Line & Member Service

Financial Accounting & Reporting

This session will provide tips, tricks, and relevant examples to assist in preparing the quarterly Call Report.

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Handling Dormant Accounts, Unclaimed Property & Escheatment

This webinar will explain the Uniform Unclaimed Property Act and the tools needed to evaluate its procedures and practices regarding dormant accounts, unclaimed property, and escheatment. 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 in the handout.

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Untangling Complex RDFI Challenges

You’ll learn how to properly investigate and respond to complex ACH return and exception challenges to maintain compliance with the ACH Rules and mitigate risk and loss.

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