On Demand Webinars

Education & Events

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

Board Essentials Modules Bundle - On Demand >>

Compliance

Safe Deposit Issues: Delinquency, Death & Abandonment

This webinar will cover everything you need to know to properly handle safe deposit boxes, including the rental agreement, collecting rent, drilling the box, and escheatment of box contents to the state.

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ACH Error Resolution: Returns, Authorizations, WSUDs, Stop Payments & More

This program will address these challenges and explain how to handle them according to ACH rules. Case studies and scenarios will demonstrate how to respond knowledgeably when faced with ACH errors.

(?)

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BSA Special Risks: Policy, Law Enforcement & Regulator Issues

This webinar will review what’s old, what’s new, and what’s to come. It will highlight hot issues and provide key take-aways that will strengthen your BSA/AML program.

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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.

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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Representative Payees & Guardians

Learn how to handle accounts for representative payees appointed by Social Security and guardians of the estate as appointed by the courts

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Executives & Leadership

Robbery Preparedness: Meeting Your Annual Compliance Requirement

Learn the latest FBI robbery statistics, how to best assist law enforcement, and which details are important to investigators. You must understand the actions employees should and shouldn’t take during a robbery.

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Small Credit Union CEO Roundtable

Don’t miss this popular event that is specifically geared for the needs of credit unions up to $50M, positioning them for success.

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Head Teller Training: Maximizing Teller Performance

This must-attend session will cover communication methods, developing creative learning experiences, teamwork, organizational skills, management principles, and performance feedback.

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Board Members

Small Credit Union CEO Roundtable

Don’t miss this popular event that is specifically geared for the needs of credit unions up to $50M, positioning them for success.

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What Directors Should Know About CECL, ALLL & the New Credit Impairment Standards

This webinar will address using this data today for stress testing and portfolio management. This webinar will provide the most up-to-date regulatory and industry guidance for your financial institution to stay on track with CECL implementation over the new timeline.

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Developing the Right Strategic Plan for Your Credit Union

Join us for a deep dive into addressing best practices for strategic planning.

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Marketing

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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The Credit Union Difference

Learn what sets credit unions apart from other financials and what is meant by the Credit Union Difference.

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12 Key Elements of an Effective Digital Marketing Strategy

You’ll learn how these “digital dozen” interconnect and complement one another and understand the big-picture components of a successful digital marketing strategy that will put you on the right track.

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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

ACH Error Resolution: Returns, Authorizations, WSUDs, Stop Payments & More

This program will address these challenges and explain how to handle them according to ACH rules. Case studies and scenarios will demonstrate how to respond knowledgeably when faced with ACH errors.

(?)

Purchase
Robbery Preparedness: Meeting Your Annual Compliance Requirement

Learn the latest FBI robbery statistics, how to best assist law enforcement, and which details are important to investigators. You must understand the actions employees should and shouldn’t take during a robbery.

(?)

Purchase
Hiring in the Digital Age: What Every HR Manager Needs to Know About Social Media

This informative session will review the plethora of social media and digital tools available to today’s hiring managers and include a compliance framework for using them. From managing your online appearance, to crafting the perfect online ad, you’ll learn about the myriad digital-hiring danger zones and garner tools to ensure compliance.

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Front Line & Member Service

Safe Deposit Issues: Delinquency, Death & Abandonment

This webinar will cover everything you need to know to properly handle safe deposit boxes, including the rental agreement, collecting rent, drilling the box, and escheatment of box contents to the state.

(?)

Purchase
BSA Special Risks: Policy, Law Enforcement & Regulator Issues

This webinar will review what’s old, what’s new, and what’s to come. It will highlight hot issues and provide key take-aways that will strengthen your BSA/AML program.

(?)

Purchase
Robbery Preparedness: Meeting Your Annual Compliance Requirement

Learn the latest FBI robbery statistics, how to best assist law enforcement, and which details are important to investigators. You must understand the actions employees should and shouldn’t take during a robbery.

(?)

Purchase