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.

Compliance

Commercial Loan Application Danger Zones

Attend this webinar to learn the commercial loan application process step-by-step (including real-life examples that illustrate the regulations in easy-to-understand terms) and assure examiners that your commercial lenders have received current compliance training.

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ACH Rules & Responsibilities for RDFIs

If you are new to ACH operations, serve as backup, or just want to know more about ACH processing, this course will provide the basic information you need in a fun, easy-to-follow format.

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Regulatory Relief Act (S. 2155): Changes & Impacts to Credit Unions

This webinar will analyze the effects of the Regulatory Relief Act, specific changes, areas of relief, and what financial institutions should expect going forward.

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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

CECL: Making Strategic Decisions Regarding Methodologies, Processes & Governance

This presentation will cover important issues to address on the homestretch toward CECL implementation. Join us to learn the decisions that need to be made in the near future and the factors to consider.

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Assessing Credit Risk for Directors

Discover the most important criteria in making credit decisions with a thorough discussion of the key components and ratios of a strong credit.

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Reducing Consumer Loan & Collection Losses: Workouts, Forbearance, Restructuring & More

This webinar will explain all aspects of the consumer collection process, including collection letters, default notices, right to cure notices, workouts, forbearance, restructurings, and setoff on deposit accounts.

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Board Members

CECL: Making Strategic Decisions Regarding Methodologies, Processes & Governance

This presentation will cover important issues to address on the homestretch toward CECL implementation. Join us to learn the decisions that need to be made in the near future and the factors to consider.

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Assessing Credit Risk for Directors

Discover the most important criteria in making credit decisions with a thorough discussion of the key components and ratios of a strong credit.

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Top Escrow Compliance Exam Issues, FAQs & Field Audits

This webinar will review the entire escrow process from start to finish, including compliance requirements, common errors, and examiner citations from field audits and exams that highlight compliance “hot buttons.”

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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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Wisconsin Summit on Financial Literacy at Lambeau Field

A session to help community educators and WI teachers improve their personal finance instruction

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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

Expanding & Improving Your Required IT Risk Assessment Program

This session will examine different types of risk assessments and IT audits that organizations frequently need and address the pros and cons of each. Attendees will receive practical recommendations and insights to improve their IT risk management program and IT risk assessments.

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Electronic Business Records: Seven Steps for Effective & Compliant Management

Don’t leave record management to chance. Learn a seven-step strategy for the effective, compliant management of e-business records.

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Understanding Employee Leave Policies

This webinar will break down each law into basic components and explain how to apply the requirements to variety of employee leave situations.

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Front Line & Member Service

Handling Federal Benefit Payments: Protections, POAs, Delinquency & Death

This webinar will examine the procedures mandated by the federal government and will explain how to calculate the amount of federal benefit payments that must be protected. Learn the steps that your institution must take to reduce your risk of loss in the federal government’s reclamation process.

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Determining a Legal Entity for Purposes of Beneficial Ownership

This webinar will clearly explain, with examples, which entities are covered by the rules and define the specific documents needed to properly identify and verify beneficial owners.

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Opening Trust Accounts: Compliance, Documentation, Signing Authority & Deposit Insurance Issues

Requirements for properly establishing and maintaining these accounts will be addressed during this webinar.

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