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

E-Compliance Rules, Policies & Best Practices for Email, Web, Mobile & Social Media

Join us to learn how to implement strategic electronic compliance management that combines policy, training, and technology.

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New Security Officer Training: Responsibilities, Best Practices & Skill-Building Tools

This program will explain the framework of what your security program should contain. The implementing regulations are very specific, while allowing leeway for risk management decision-making.

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Official Demands Part 1: Handling Subpoenas, Summonses & Other Legal Process

This webinar will explain legal processes, potential liability, and the situations when documents may be served on your institution. Join us to learn the necessary steps to properly accept service of process and properly respond to these legal documents, including identifying the information that can and can’t be disclosed, determining when the accountholder must be notified, and testifying in court or substituting an Affidavit of Records Custodian.

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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

E-Compliance Rules, Policies & Best Practices for Email, Web, Mobile & Social Media

Join us to learn how to implement strategic electronic compliance management that combines policy, training, and technology.

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FFIEC Cyber Security Risk Assessments: Policy, Recent Findings & Recommendations

This webinar will highlight the latest cyber-security risks, and provide a baseline understanding of tactical considerations regarding strategies and regulatory guidelines.

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FREE: The Dark Web & Your Credit Union: Impact, Risks, Strategy

This session will cover Dark Web fundamentals, how it functions, who uses it, and what financial institutions need to know to mitigate its risks.

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Board Members

Advanced Financial Literacy Update for New & Experienced Directors: ALM Primer &Financial Accounting & Risk Issues

While ALM is complicated, this webinar will make it easier to understand than ever before. Updates will also be provided on any new accounting and risk issues that have arisen during the year, including the changes that will be taking place as the current Allowance for Loan and Lease Losses methodology is replaced by the new CECL methodology.

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CUNA: Midwest Small Credit Union Conference

Learn from sessions built specifically for smaller shops on lending, marketing, strategic planning, staffing/ internal culture, and exam preparedness. You'll also have the rare occasion for significant networking time with similar-sized credit unions across the Midwest.

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Board Essentials Modules Bundle - On Demand

This new offering has six modules which are 20-40 minutes each – perfect for use during board meetings (or independent training). The topics are timeless, necessary knowledge for all directors.

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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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Federal Requirements for Tech-Based Marketing: Websites, Social Media, Robo Calls & More

Join us to learn the regulatory requirements and best practices to reduce risks, while successfully promoting your institution’s products and services

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Finance & Lending

Auditing Call Reports

Learn about the recent Call Report changes, review key audit areas and identify common errors.

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Auditing Call Reports

This session will address recent changes, review key areas to audit, and identify common errors.

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Debt Service Coverage Calculations in Underwriting

Which debt service coverage ratio (DSCR) calculation method should be used: EBITDA, UCA cash flow, or free cash flow? Join us and learn the answer to this questions and much more.

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HR, Operations & IT

E-Compliance Rules, Policies & Best Practices for Email, Web, Mobile & Social Media

Join us to learn how to implement strategic electronic compliance management that combines policy, training, and technology.

(?)

Purchase
FFIEC Cyber Security Risk Assessments: Policy, Recent Findings & Recommendations

This webinar will highlight the latest cyber-security risks, and provide a baseline understanding of tactical considerations regarding strategies and regulatory guidelines.

(?)

Purchase
FREE: The Dark Web & Your Credit Union: Impact, Risks, Strategy

This session will cover Dark Web fundamentals, how it functions, who uses it, and what financial institutions need to know to mitigate its risks.

(?)

Purchase

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Front Line & Member Service

Official Demands Part 1: Handling Subpoenas, Summonses & Other Legal Process

This webinar will explain legal processes, potential liability, and the situations when documents may be served on your institution. Join us to learn the necessary steps to properly accept service of process and properly respond to these legal documents, including identifying the information that can and can’t be disclosed, determining when the accountholder must be notified, and testifying in court or substituting an Affidavit of Records Custodian.

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Opening Accounts Online: Rules, Risks & Best Practices

This fast-paced session will cover the required disclosures for opening deposit accounts, E-SIGN compliance, BSA due diligence for CIP, and best practices for opening deposit accounts online.

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Call Report Preparation: Avoiding Common Errors

Examiners are consistently reporting Call Report errors as findings, regardless of materiality. This program is designed to help you avoid common – yet costly – mistakes.

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