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

Electronic Returned Items: Combating Fraud

This session will review the specific error resolution requirements of Reg E, address procedural best practices, and provide tips on documenting your investigation. It will also detail how to review your error resolution process, including how audit procedures can mitigate risk for accountholders and your institution.

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Reg E Fundamentals

This course will provide an overview of Regulation E and how it relates to the specific payments (e.g., ACH, card, wire) rules.

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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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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

W.C.U.L. Services Corp: Safeguard Member Relationships, Revenue and Reputation

This is a FREE event - Learn how you can safeguard your credit union from compliance and legal scrutiny, while improving your member service and service delivery, as well as revenue.

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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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Financial Accounting & Reporting

This session will provide tips, tricks, and relevant examples to assist in preparing the quarterly Call Report.

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Board Members

Job-Specific BSA Training for the Board

The ultimate responsibility for BSA compliance lies with the board of directors. They must understand the importance of BSA/AML regulatory requirements, ramifications of noncompliance, and the risks posed to your institution.

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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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Financial Literacy Fundamentals for New Directors: Financial Statements, Key Ratios & How to Monitor Your Credit Union

This webinar will look at important ratios every CU should have on their dashboard. Attending this webinar will ensure you know what capital is, where it comes from, and how much is needed. A spread analysis will demonstrate how your CU is making its profit, whether it is improving or declining, and why.

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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

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

W.C.U.L. Services Corp: Safeguard Member Relationships, Revenue and Reputation

This is a FREE event - Learn how you can safeguard your credit union from compliance and legal scrutiny, while improving your member service and service delivery, as well as revenue.

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Complying with the 2019 SAR Cyber-Event Reporting Requirements

As of February 1, 2019, financial institutions must use the BSA suspicious activity report (SAR) to report certain cybercrimes and illicit cyber activities.

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Electronic Returned Items: Combating Fraud

This session will review the specific error resolution requirements of Reg E, address procedural best practices, and provide tips on documenting your investigation. It will also detail how to review your error resolution process, including how audit procedures can mitigate risk for accountholders and your institution.

(?)

Purchase

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Front Line & Member Service

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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Financial Accounting & Reporting

This session will provide tips, tricks, and relevant examples to assist in preparing the quarterly Call Report.

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Handling Dormant Accounts, Unclaimed Property & Escheatment

This webinar will explain the Uniform Unclaimed Property Act and the tools needed to evaluate its procedures and practices regarding dormant accounts, unclaimed property, and escheatment. Since escheat laws vary, this webinar will not cover state-specific escheat laws. However, you will be able to find your state-specific escheat laws by using the contact information in the handout.

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