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

IRA Conversions, Recharacterizations & Excess Contributions

This session will demystify IRA conversions, recharacterizations, and excess contribution corrections and give you the knowledge to confidently handle IRA owner questions and requests.

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Handling Subpoenas, Summonses, Garnishments & Levies

Join us to understand how to handle legal processes, such as identifying accounts, placing account holds, answering interrogatories, notifying the accountholder, and remitting funds. You will also learn the special garnishment procedures for accounts that receive federal benefit payments.

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Opening Accounts for Nonresident Aliens

Learn how to effectively identify nonresident aliens, conduct enhanced due diligence at account opening, and appropriately monitor these accounts.

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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

Directors' Conference 2018

Credit union directors be sure to join us for this annual conference that will enhance your ability to meet the needs of your credit union.

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Board Governance Essentials

This webinar will provide an overview of strategic board governance and examine best practices. Learn steps that board members can take to stay at the strategic level, while still providing required oversight and fiduciary duties.

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Stress Testing Your Loan Portfolio: Regulatory Expectations & Enhancing Credit Risk Management

Get a practical approach to stress testing to enhance risk management and capital planning, while satisfying regulatory expectations.

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Board Members

Directors' Conference 2018

Credit union directors be sure to join us for this annual conference that will enhance your ability to meet the needs of your credit union.

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Board Governance Essentials

This webinar will provide an overview of strategic board governance and examine best practices. Learn steps that board members can take to stay at the strategic level, while still providing required oversight and fiduciary duties.

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Regulatory Requirements for the Board & Senior Management

Join us to learn the high-risk areas, required training topics, and how to make informed compliance decisions and prepare for the next regulatory exam.

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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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All You Need to Know About E-SIGN, E-Statements & E-Disclosures

Attend this program to learn vital information about E-SIGN, UETA, e-statements, e-disclosures, affirmative electronic consent, record retention, and more.

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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

Cyber Threats: Prevention, Detection & Response

This webinar will provide an assessment tool to identify your risk and determine preparedness. Learn more about common threats, examiner expectations, prevention recommendations, response strategies, the role of the chief compliance officer, and more.

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The Fair Labor Standards Act: Dos & Don'ts of Exempt & Nonexempt Pay Issues

Learn the ins and outs of exempt versus nonexempt classifications, including when funds can’t be deducted from an exempt staff member’s paycheck. It will briefly address independent contractors, recent decisions on paid/unpaid internships, pay equity (gender gap), and bans on salary questions.

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Employment Practices: Things You Can Do to Get Sued

Join us during your lunch hour and get the tips you need to improve your credit union's employment practices.

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Front Line & Member Service

IRA Conversions, Recharacterizations & Excess Contributions

This session will demystify IRA conversions, recharacterizations, and excess contribution corrections and give you the knowledge to confidently handle IRA owner questions and requests.

(?)

Purchase
Handling Subpoenas, Summonses, Garnishments & Levies

Join us to understand how to handle legal processes, such as identifying accounts, placing account holds, answering interrogatories, notifying the accountholder, and remitting funds. You will also learn the special garnishment procedures for accounts that receive federal benefit payments.

(?)

Purchase
Opening Accounts for Nonresident Aliens

Learn how to effectively identify nonresident aliens, conduct enhanced due diligence at account opening, and appropriately monitor these accounts.

(?)

Purchase