2018 Calendar of Events

Transcription

1 2018 Calendar of Events Register online at Check out The League s robust training offerings. There s something for every role within the credit union. The best part is you ll be learning with other credit union professionals who understand the credit union movement and the unique opportunities and challenges that it brings. See full event details, registration and information on our on demand webinars at TheLeague.coop. In-Person Oct 17 Small Credit Union CEO Roundtable Stevens Point, WI Oct 18 International Credit Union Day Oct Directors Conference Fontana, WI Oct 23 Business Lending Roundtable Stevens Point, WI Nov 7 League Leadership Institute Madison, WI Nov 8-9 Large Credit Union CEO Roundtable Kohler, WI Nov 13 HR Roundtable Wisconsin Dells, WI 2019 Jan State Governmental Affairs Conference Madison, WI Mar 5-6 ULEND Academy Wisconsin Dells, WI Mar CUNA GAC Washington, DC Mar 19 Women s Leadership Wausau Mar 21 Small Credit Union CEO Roundtable Appleton Apr Money Smart Week May 8-11 League Annual Convention Lake Geneva, WI

2 2018 Calendar of Events Register online at Financial Counseling Board Member Compliance & Regulatory Oct 25 FiCEP: In Person Training & Testing (Part 2) Madison, WI Oct Directors Conference Fontana, WI Oct 25 Best Practices for a Successful Internal Audit Webinar Nov 5 Board Secretary Basics: Agendas, Meeting Records Webinar & Board Package Assembly Nov 15 Identifying Red Flags in Board Reports Webinar Dec 19 BSA Officer Reports to the Board Webinar Oct 11 Opening Accounts for Nonresident Aliens Webinar Oct 15 Handling Subpoenas, Summonses, Garnishments Webinars & Levies Oct 16 IRA Conversions, Recharacterizations & Webinars Excess Contributions Oct 17 Payment Systems Rules & Regulations for ACH, Webinar Cards, Wires & Checks Oct 18 Understanding Title Insurance Policies, Webinar Commitments & ALTA Endorsements Oct 22 Stop Payment Versus Written Statement of Webinar Unauthorized Debit (WSUD): Which Is It? Oct 30 Analyzing Common TRID Compliance Violations Webinar Oct 31 Nov 1 Job-Specifi c Compliance Training for Deposit Operations Webinar Form 1099 Reporting: Third-Party Vendors, Foreclosures, Webinar Nov 6 ACH Liabilities & Warranties for ODFIs: Reducing Your Webinar Exposure Nov 7 Proper Repossession, Notice & Sale of Non-Real Webinar Estate Collateral Nov 13 Mortgage Lender Training Part 3: Mortgage Webinar Life-of-Loan: Decision-Making, Appraisals, Post-Closing Requirements Nov 20 How to Obtain & Perfect a Security Interest in Webinar Unconventional Collateral Nov 27 Your Borrower Has Died: Actions to Take, Mistakes Webinar Nov 28 Top 10 IRA Rollover Mistakes Webinar Dec 4 Compliance Questions & Issues in Deploying Webinar Mobile Remote Deposit Capture Dec 5 Auditing for HMDA Compliance, Including New Data Webinar Collection Rules

3 Compliance & Regulatory Executive Finance & Accounting HR & Training IT & Security Dec 10 Filing the New SAR Form, Deadline January 1, 2019 Webinar Dec 13 Your Depositor Has Died: Actions to Take, Mistakes Webinar Dec 18 Closing or Changing Accounts for Consumers & Webinar Businesses Dec 20 Handling Government ACH Payment Returns & Webinar Reclamations Oct 25 Best Practices for a Successful Internal Audit Webinar Nov 5 Board Secretary Basics: Agendas, Meeting Records Webinar & Board Package Assembly Technology Can Collaborate to Generate More Fee Income Dec 12 Dealing with Joint Signers in Consumer & Real Webinar Estate Lending Dec 19 BSA Officer Reports to the Board Webinar Nov 1 Form 1099 Reporting: Third-Party Vendors, Foreclosures, Webinar Nov 6 ACH Liabilities & Warranties for ODFIs: Reducing Your Webinar Exposure Nov 29 Managing & Mitigating Card-Not-Present Fraud Webinar Nov 13 HR Roundtable Wisconsin Dells, WI Technology Can Collaborate to Generate More Fee Income Nov 29 Managing & Mitigating Card-Not-Present Fraud Webinar

4 IT & Security Leadership Lending & Collections Marketing & Business Dev. Dec 10 Filing the New SAR Form, Deadline January 1, 2019 Webinar Oct 18 Understanding Title Insurance Policies, Webinar Commitments & ALTA Endorsements Oct 23 Business Lending Roundtable Stevens Point, WI Oct 24 Member Business Lending: Risks, Rewards, Webinar Controls & Common Mistakes Oct 29 New HMDA Partial Exemption: Analysis, Webinar Implementation & Answers Oct 30 Analyzing Common TRID Compliance Violations Webinar Nov 1 Form 1099 Reporting: Third-Party Vendors, Foreclosures, Webinar Nov 7 Proper Repossession, Notice & Sale of Non-Real Webinar Estate Collateral Nov 8 Lending to Churches & Other Nonprofit Organizations Webinar Nov 13 Mortgage Lender Training Part 3: Mortgage Webinar Life-of-Loan: Decision-Making, Appraisals, Post-Closing Requirements Technology Can Collaborate to Generate More Fee Income Nov 20 How to Obtain & Perfect a Security Interest in Webinar Unconventional Collateral Nov 27 Your Borrower Has Died: Actions to Take, Mistakes Webinar Dec 5 Auditing for HMDA Compliance, Including New Data Webinar Collection Rules Dec 12 Dealing with Joint Signers in Consumer & Real Webinar Estate Lending

5 Member Service Oct 11 Opening Accounts for Nonresident Aliens Webinar Oct 15 Handling Subpoenas, Summonses, Garnishments Webinars & Levies Oct 16 IRA Conversions, Recharacterizations & Webinars Excess Contributions Oct 31 Job-Specifi c Compliance Training for Deposit Operations Webinar Dec 4 Compliance Questions & Issues in Deploying Webinar Mobile Remote Deposit Capture Dec 13 Your Depositor Has Died: Actions to Take, Mistakes Webinar Dec 18 Closing or Changing Accounts for Consumers & Webinar Businesses Dec 20 Handling Government ACH Payment Returns & Webinar Reclamations