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

SAR Hot Spots & New Guidance: Email Compromise, Hemp, Elder Abuse & More

This jam-packed session will ensure your institution is ready to file the next SAR!

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New BSA Officer Training Part 1: Compliance, Risk Assessment, CTRs, Exemptions, Forms & Regulator Expectations

This webinar is the first of two in a series designed to provide training for the new BSA officer and a good refresher for more seasoned BSA personnel.

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New ACH Return Reason Codes R11 & R17: Proper Use, Impact & Deadlines

Learn how and when to use the codes to better communicate the underlying reason for returning a transaction.

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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

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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Effective Management of Credit Report Disputes: Completing ACDVs, AUDs & Correcting Joint Credit

This session will cut through the regulatory web and provide a clean, manageable credit reporting process for your institution.

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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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Board Members

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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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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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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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

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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Mitigating a Data Breach: Forensics & Incident Response

This session will summarize the latest information about cybersecurity risks and breaches and explore regulatory guidance and current practices, so institutions can define and manage an incident response program.

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The Financial Statement Audit Process

This session will cover a lot of ground, starting with an independent auditor’s objective and concluding with a better understanding of how audit reports are created.

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Front Line & Member Service

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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Conducting the 2019 ACH Audit

This webinar will explain how to conduct an audit, address frequently asked questions, and review common audit findings. Learn the who, what, when, where, and why of conducting your 2019 ACH audit.

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Managing Minor Accounts: Withdrawals, Transfers, CDD, Closing & Best Practices

Although state-specific statutes will not be covered, this session will address key challenges and offer practical solutions for opening minor accounts.

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