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

Your Depositor Has Died: Actions to Take, Mistakes to Avoid

This webinar will thoroughly explain the proper steps your institution should follow when a depositor dies, including best practices used by other institutions. Join us to learn the legal requirements and practical issues when a depositor dies.

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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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Filing the New SAR Form, Deadline January 1, 2019

This must-attend session will detail how to complete the new and updated data fields, the necessary policy and procedure changes to incorporate the new form and filing process, and tips on writing narratives. This jam-packed session will ensure you are prepared to determine when a SAR is appropriate and how to complete the updated form line-by-line.

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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

Filing the New SAR Form, Deadline January 1, 2019

This must-attend session will detail how to complete the new and updated data fields, the necessary policy and procedure changes to incorporate the new form and filing process, and tips on writing narratives. This jam-packed session will ensure you are prepared to determine when a SAR is appropriate and how to complete the updated form line-by-line.

(?)

Purchase
Improving Teller Performance: Head Teller Development

This one-of-a-kind webinar will cover communication methods, motivation, service orientation, training, and performance feedback. It will be the best training your head teller receives this year!

(?)

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Cash Management: How Sales, Operations & Technology Can Collaborate to Generate More Fee Income

This webinar will provide an in-depth look at cash management products and services (AKA treasury management). After this webinar you will know more about cash management, how to conduct risk assessments on new products, and how to market cash management products and services to your business depositors.

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Board Members

Auditing Call Reports

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

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Identifying Red Flags in Board Reports

Attend this webinar and enhance your ability to recognize potential red flags.

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Robbery Preparedness: Requirements & Proven Strategies

This session will address robbery prevention methods, including policies, physical security, and robbery response. You will learn best practices for safely opening and closing your facilities and what robbers are looking for (in their own words).

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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

Improving Teller Performance: Head Teller Development

This one-of-a-kind webinar will cover communication methods, motivation, service orientation, training, and performance feedback. It will be the best training your head teller receives this year!

(?)

Purchase
Managing & Mitigating Card-Not-Present Fraud

Join us for a review of the best ways to manage and mitigate the rising tide of CNP fraud and “false-positive” declines.

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Cash Management: How Sales, Operations & Technology Can Collaborate to Generate More Fee Income

This webinar will provide an in-depth look at cash management products and services (AKA treasury management). After this webinar you will know more about cash management, how to conduct risk assessments on new products, and how to market cash management products and services to your business depositors.

(?)

Purchase

View More On Demand HR, Operations & IT Webinars >>

Front Line & Member Service

Your Depositor Has Died: Actions to Take, Mistakes to Avoid

This webinar will thoroughly explain the proper steps your institution should follow when a depositor dies, including best practices used by other institutions. Join us to learn the legal requirements and practical issues when a depositor dies.

(?)

Purchase
Auditing Call Reports

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

(?)

Purchase
Improving Teller Performance: Head Teller Development

This one-of-a-kind webinar will cover communication methods, motivation, service orientation, training, and performance feedback. It will be the best training your head teller receives this year!

(?)

Purchase