Session Details

  • UCC 3 & 4 Check Issues: Stop Payments, Postdated, Stale-Dated & Endorsements

    Jan 30, 02:00 PM   -­­  Jan 30, 03:30 PM

    This webinar will explain the most common (and not so common) issues and outline the rights and responsibilities of each party to a check. Join us to learn how to handle checks correctly and with confidence.

  • Advanced Issues in Dormant Accounts, Unclaimed Property & Escheatment

    Jan 29, 02:00 PM   -­­  Jan 29, 03:30 PM

    This webinar will explain the Uniform Unclaimed Property Act and the tools that every institution needs to evaluate its practices regarding dormant accounts and unclaimed property. There will be a quick review of the basic rules before focusing on more advanced issues. 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 provided.

  • Governance for Volunteers

    Jan 28, 02:00 PM   -­­  Jan 28, 03:30 PM

    This webinar will cover the general and specific responsibilities of volunteers, distinguish between the two different types of audits, and provide current industry ratios/benchmarks to help evaluate your credit union’s financial condition.

  • 2020 IRA & HSA Update, Including Pending & Breaking Legislation

    Jan 23, 02:00 PM   -­­  Jan 23, 03:30 PM

    Join us for a lively discussion of current IRA and HSA issues and regulatory proposals. You’ll learn about the many implications regarding what is new and important in 2020 and beyond.

  • Call Report Fundamentals for New Preparers & Reviewers

    Jan 21, 02:00 PM   -­­  Jan 21, 03:30 PM

    This session will provide an overview of the call reporting process, including recent changes, internal controls, and critical areas of focus. ​

  • Incorporating Diversity & Inclusion into Your HR Policies

    Jan 16, 02:00 PM   -­­  Jan 16, 03:30 PM

    This webinar will focus on the development and implementation of strategic best practices-based D&I policies, practices, and training. Learn how to spot and stop bias; manage diversity and inclusion; minimize legal risks; and maintain a respectful work environment where every voice is heard, regardless of gender, age/generation, disability, race, religion, sexual orientation, gender expression, veteran status, or native language.

  • Compliance at Account Opening

    Jan 15, 02:00 PM   -­­  Jan 15, 03:30 PM

    You will learn what each required disclosure means to your institution and accountholders. In addition, this program will explain overdraft requirements, W-9 and W-8BEN new account requirements for nonresident aliens, and many other federal issues. Attend this jampacked session to learn the ins and outs of opening deposit accounts compliantly.

  • Accounting Nightmares: TDRs, Foreclosed Assets, Investments & More

    Jan 14, 02:00 PM   -­­  Jan 14, 03:30 PM

    This webinar will focus on areas such as TDRs, foreclosed assets, alternate investments (outside of normal agency securities), life insurance policies, and business acquisitions. Join us to gain the knowledge and resources to properly account for these on financial statements and Call Reports.

  • Top 10 Issues for the 2019 HMDA Report: Due March 1, 2020

    Jan 09, 02:00 PM   -­­  Jan 09, 03:30 PM

    This fast-paced webinar will cover the top 10 HMDA challenges and provide valuable tools, so you can confidently submit your 2019 HMDA data by March 1, 2020.

  • Lending to Hemp Businesses, Including Recent USDA Interim Hemp Production Guidance

    Jan 08, 02:00 PM   -­­  Jan 08, 03:30 PM

    Where do you start? How will you know a legal hemp crop from an illegal one? What ongoing due diligence and reporting will be expected? Join us for answers to these questions and more in this jam-packed session.

  • BSA High-Risk Members: Identifying, Enhanced Due Diligence & Monitoring

    Jan 07, 02:00 PM   -­­  Jan 07, 03:30 PM

    This webinar will explain how to identify and assess the risk – low, medium, or high – associated with members and products. You’ll learn the additional steps to conduct the “enhanced” due diligence required for higher-risk members and the member and product due diligence necessary for ongoing monitoring.

  • Economic & Lending Trends

    Dec 12, 01:00 PM   -­­  Dec 12, 02:00 PM

    Hosted by: CU Direct

  • 22nd Annual League Invitational

    Aug 26, 09:30 AM   -­­  Aug 26, 06:30 PM

    Don't miss our annual golf scramble to benefit the Wisconsin Credit Union Foundation!

  • Securing Collateral: How to Complete & File UCC-1 Financing Statements

    Dec 18, 02:00 PM   -­­  Dec 18, 03:30 PM

    This webinar will explain how to correctly complete each section of the UCC-1 Form and where to file it for every type of consumer and commercial debtor situation. You’ll also learn how to correct an inaccurate or improperly filed UCC-1 Form.

  • Updated Flood Insurance Exam Procedures, Including Recent Private Flood Insurance Rules

    Dec 17, 02:00 PM   -­­  Dec 17, 03:30 PM

  • The Changing Face of BSA Administration: What BSA Officers & Management Must Know

    Dec 12, 02:00 PM   -­­  Dec 12, 03:30 PM

  • Business Accounts: Who is Authorized to Open, Close, Transact?

    Dec 11, 02:00 PM   -­­  Dec 11, 03:30 PM

    This webinar will provide the knowledge needed to confidently setup and maintain business accounts. For each business type, you’ll learn the documents required, the correct taxpayer identification number, and who has authority to sign and conduct transactions.

  • WCULAF Fundraiser: Music Trivia Night

    Jan 20, 07:00 PM   -­­  Jan 20, 10:00 PM

    Be sure to join us for the 4th annual FUNdraiser the evening before State GAC.

  • Medallion & Signature Guarantee Risks, Rules & Best Practices

    Oct 23, 02:00 PM   -­­  Oct 23, 03:30 PM

    Do you know the differences between the various signature guarantees, including the STAMP Medallion Program? Join us to learn the situations in which each type of signature guarantee is required, including analysis of the related risks and liabilities.

  • Revisiting Reg CC Policies, Disclosures & Notices for Rule Changes Effective July 1, 2020

    Dec 10, 02:00 PM   -­­  Dec 10, 03:30 PM

    This jam-packed session will review each of these documents section-by-section and line-by-line to ensure you’re prepared for your next audit or exam.