Schedule

September 2019

Sun Sunday 1
Mon Monday 2
Tue Tuesday 3
Wed Wednesday 4
Thu Thursday 5
Fri Friday 6
Sat Saturday 7
Sun Sunday 8
Mon Monday 9
Tue Tuesday 10
Wed Wednesday 11
Thu Thursday 12
Fri Friday 13
Sat Saturday 14
Sun Sunday 15
Mon Monday 16
Tue Tuesday 17
Wed Wednesday 18
Thu Thursday 19
Fri Friday 20
Sat Saturday 21
Sun Sunday 22
Mon Monday 23
Tue Tuesday 24
  • Supervisor Boot Camp Read More
  • GSB The Business of Banking: Understanding the Factors that Drive Bank Profitability (3-Part Series) Read More
  • GSB Community Bank Capital Raising Simplified Read More
  • GSB Business Law Basics and Lender Liability Read More
  • Lending to Churches & Other Religious Institutions Read More
  • Hiring in the Digital Age: What Every HR Manager Needs to Know About Social Media Read More
Wed Wednesday 25
  • GSB IRA Contributions Read More
  • GSB Hot Topics for IT Regulatory Guidance Read More
  • GSB Trusts for Planning, Privacy and Protection Read More
  • IRAs: Rollovers vs. Transfers Read More
  • TRID: All About Construction Loans Read More
  • What Directors Should Know About CECL, ALLL & the New Credit Impairment Standards Read More
Thu Thursday 26
  • GSB Building an Effective Marketing Plan Read More
  • Quarterly Compliance Briefing: Fall 2019 Read More
  • Using Business Tax Returns to Analyze Lending Requests Read More
  • Vital Checks and Deposit Issues Read More
  • GSB Compelling Advertising for Community Banks Read More
  • GSB Quarterbacking Retail Deposits – General Overview Read More
  • New ACH Return Reason Codes R11 & R17: Proper Use, Impact & Deadlines Read More
Fri Friday 27
  • Call Reports: RC-C Loan Coding and Related RC-R Reporting Read More
Sat Saturday 28
Sun Sunday 29
Mon Monday 30
  • Deposit Compliance School Read More
  • FFIEC Guidance on Employees' Use of Social Media Read More

October 2019

Tue Tuesday 1
  • IRAs: Distributions and Beneficiaries Read More
  • Communicating with Executives Read More
  • SAR Hot Spots & New Guidance: Email Compromise, Hemp, Elder Abuse & More Read More
Wed Wednesday 2
  • WBA Board Strategic Planning Retreat (2019) The WBA Board Strategic Planning Retreat for 2019 will be held Oct. 2-4 in Sturgeon Bay. Read More
  • Excel: Filtering and Slicing Data Read More
  • Business Models Involving Convertible Virtual Currencies Read More
Thu Thursday 3
  • 20 Tasks of the New Account Interview Read More
  • New BSA Officer Training Part 1: Compliance, Risk Assessment, CTRs, Exemptions, Forms & Regulator Expectations Read More
Fri Friday 4
Sat Saturday 5
Sun Sunday 6
  • GSB Bank Technology Security School Read More
Mon Monday 7
  • Principles of Banking - Platteville Read More
  • Agricultural Loan Documentation & Administration Read More
  • Mortgage Lending Hot Spots Series: Demystifying Rules for TRID Tolerances Read More
Tue Tuesday 8
Wed Wednesday 9
  • Principles of Banking - Wausau Read More
  • Right of Rescission - Review and Update Read More
  • Head Teller Training: Maximizing Teller Performance Read More
Thu Thursday 10
  • Strictly Business: The Dale Carnegie Immersion Seminar Read More
  • WBA Diversity in Banking: Empowering Your Career Read More
  • Advanced Financial Statement & Cash Flow Analysis Workshop Read More
  • Understanding Regulation CC and the New Amendments Read More
  • Regulation E Series: Reg E Requirements for Debit Card Error Resolution: Processing, Disclosure & Investigation Read More
  • WBA CEOnly/CFOnly October 2019 Meeting Read More
Fri Friday 11
Sat Saturday 12
Sun Sunday 13
Mon Monday 14
Tue Tuesday 15
  • IRA Essentials Workshop - Eau Claire Read More
  • WBA Directors Summit Read More
  • Community Bankers for Compliance Program, Session 4 - Stevens Point Read More
  • Opening Business Accounts Read More
Wed Wednesday 16
  • IRA Advanced Workshop - Eau Claire Read More
  • Community Bankers for Compliance Program, Session 4 - Madison Read More
  • POD Account Documentation, Compliance, Beneficiaries & Closing Read More
Thu Thursday 17
  • Dale Carnegie Workshop (date option 2) WBA is hosting and sponsoring three Dale Carnegie Strictly Business Seminars in October. Click for dates and details! Read More
  • IRA Essentials Workshop - Madison Read More
  • Loan Underwriting Mistakes Read More
  • Annual BSA Training for the Frontline Read More
  • New BSA Officer Training Part 2: Reviews, SARs, CDD, Technical Aspects & Real-Life Scenarios Read More
Fri Friday 18
Sat Saturday 19
Sun Sunday 20
Mon Monday 21
Tue Tuesday 22
  • FIPCO Compliance & Software Forum: Loan + Mortgage The 2019 FIPCO Compliance Forum: Loan will be held October 22-23 in Wisconsin Dells. Read More
  • WBA Enterprise Risk Management Peer Group - Eau Claire Area Read More
  • E-Sign for Lending and Critical E-Sign Implementation Issues Read More
  • Medallion & Signature Guarantee Risks, Rules & Best Practices Read More
Wed Wednesday 23
Thu Thursday 24
  • Dale Carnegie Workshop (date option 3) WBA is hosting and sponsoring three Dale Carnegie Strictly Business Seminars in October. Click for dates and details! Read More
  • IRA Advanced Workshop - Neenah Read More
  • Loan Denials & Other Adverse Action Notices Read More
  • Basic Bankruptcy for Bankers Read More
  • Commercial Loan Annual Credit Review Read More
Fri Friday 25
Sat Saturday 26
Sun Sunday 27
Mon Monday 28
  • Commercial & Business Lending Basics for Support Personnel Read More
Tue Tuesday 29
  • BSA/AML Workshops - Eau Claire Read More
  • Poor Box Drilling Creates Lawsuits Read More
  • Countdown to Nonresident Alien Changes! Read More
  • 12 Key Elements of an Effective Digital Marketing Strategy Read More
  • Family-owned and Closely Held Banks: Chart Your Own Path Read More
Wed Wednesday 30
  • BSA/AML Workshops - Neenah Read More
  • WBA Procedures Upon a Depositor’s Death Webinar Read More
  • 10 Check Legal Issues to Save You Thousands Read More
  • Personal Accounts: Ownership, Authorization, Titling & Documentation Read More
Thu Thursday 31
  • BSA/AML Workshops - Madison Read More
  • IRAs: Auditing and Compliance Read More
  • Loan Structuring Basics Read More
  • 1099 Reporting: Foreclosures, Repossessions & Debt Settlements Read More

November 2019

Fri Friday 1
Sat Saturday 2
Sun Sunday 3
Mon Monday 4
  • Principles of Banking - Green Bay Read More
Tue Tuesday 5
  • Auditing Real Estate Loans Boot Camp Read More
Wed Wednesday 6
  • Principles of Banking - Madison Read More
  • Patch the People – Education for Employees, Boards, and Customers Read More
  • Lending 101 Read More
Thu Thursday 7
  • BOLT Winter Leadership Summit Read More
  • Officer Calling: Prospecting, Preparing & Presentation Read More
Fri Friday 8
Sat Saturday 9
Sun Sunday 10
Mon Monday 11
Tue Tuesday 12
Wed Wednesday 13
  • CRE Lending: Cash Flow Analysis & Cap Rates Read More
Thu Thursday 14
  • 20 Legal Account Ownerships, Titles, Sample Signature Cards, and Legal Documentation Read More
Fri Friday 15
  • BSA/AML & OFAC Compliance - Part II Read More
Sat Saturday 16
Sun Sunday 17
Mon Monday 18
  • A Lender's Guide to Understanding and Assessing Commercial Real Estate Leases Read More
Tue Tuesday 19
  • Compliance Forum - Session 2 - Stevens Point The second Compliance Forum session will be held Nov. 19 (Stevens Point), Nov. 20 (Wisconsin Dells), and Nov. 21 (Pewaukee). Read More
  • Controlling the Risks of Power of Attorney Documents Read More
  • Opening Accounts for Marijuana-Related Businesses Read More
Wed Wednesday 20
  • Compliance Forum - Session 2 - Wisconsin Dells The second Compliance Forum session will be held Nov. 19 (Stevens Point), Nov. 20 (Wisconsin Dells), and Nov. 21 (Pewaukee). Read More
  • LEAD360 Conference Read More
  • Top 15 Issues with HMDA Read More
  • IRS Information Reporting: Rules and Forms Read More
Thu Thursday 21
  • Compliance Forum - Session 2 - Pewaukee The second Compliance Forum session will be held Nov. 19 (Stevens Point), Nov. 20 (Wisconsin Dells), and Nov. 21 (Pewaukee). Read More
Fri Friday 22
Sat Saturday 23
Sun Sunday 24
Mon Monday 25
  • CECL: How to Calculate and Maintain a Proper Allowance Read More
Tue Tuesday 26
  • Understanding Revocable and Irrevocable Trust Documents Read More
Wed Wednesday 27
Thu Thursday 28
Fri Friday 29
Sat Saturday 30

December 2019

Sun Sunday 1
Mon Monday 2
Tue Tuesday 3
Wed Wednesday 4
Thu Thursday 5
Fri Friday 6
Sat Saturday 7
Sun Sunday 8
Mon Monday 9
Tue Tuesday 10
Wed Wednesday 11
  • WBA Enterprise Risk Management Peer Group - Madison Read More
Thu Thursday 12
Fri Friday 13
Sat Saturday 14
Sun Sunday 15
Mon Monday 16
Tue Tuesday 17
Wed Wednesday 18
Thu Thursday 19
Fri Friday 20
Sat Saturday 21
Sun Sunday 22
Mon Monday 23
Tue Tuesday 24
Wed Wednesday 25
Thu Thursday 26
Fri Friday 27
Sat Saturday 28
Sun Sunday 29
Mon Monday 30
Tue Tuesday 31

2020

January 2020

Wed Wednesday 1
Thu Thursday 2
Fri Friday 3
Sat Saturday 4
Sun Sunday 5
Mon Monday 6
Tue Tuesday 7
Wed Wednesday 8
Thu Thursday 9
  • Wisconsin Economic Forecast Luncheon (Madison) The 2020 Wisconsin Economic Forecast Luncheon's Madison event will be held on January 9. Read More
Fri Friday 10
  • Wisconsin Economic Forecast Luncheon (Eau Claire) The 2020 Wisconsin Economic Forecast Luncheon's Eau Claire event will be held on January 10. Read More
Sat Saturday 11
Sun Sunday 12
Mon Monday 13
Tue Tuesday 14
Wed Wednesday 15
Thu Thursday 16
Fri Friday 17
Sat Saturday 18
Sun Sunday 19
Mon Monday 20
Tue Tuesday 21
Wed Wednesday 22
Thu Thursday 23
Fri Friday 24
Sat Saturday 25
Sun Sunday 26
Mon Monday 27
Tue Tuesday 28
  • 2020 Community Bankers for Compliance Program, Session 1 - Stevens Point Session 1 of the 2020 Community Bankers for Compliance program will be held January 28 in Stevens Point and/or January 29 in Madison. Read More
Wed Wednesday 29
  • 2020 Community Bankers for Compliance Program, Session 1 - Madison Session 1 of the 2020 Community Bankers for Compliance program will be held January 28 in Stevens Point and/or January 29 in Madison. Read More
Thu Thursday 30
Fri Friday 31

February 2020

Sat Saturday 1
Sun Sunday 2
Mon Monday 3
  • 2020 Bank Executives Conference The 2020 Bank Executives Conference will take place Feb. 3-5, 2020 at the brand-new Kalahari Convention Center in Wisconsin Dells. Read More
Tue Tuesday 4
Wed Wednesday 5
Thu Thursday 6
Fri Friday 7
Sat Saturday 8
Sun Sunday 9
Mon Monday 10
Tue Tuesday 11
Wed Wednesday 12
Thu Thursday 13
Fri Friday 14
Sat Saturday 15
Sun Sunday 16
Mon Monday 17
  • Residential Mortgage Lending School The WBA Residential Mortgage Lending School will be held Feb. 17-20, 2020 in Madison. Read More
Tue Tuesday 18
  • Compliance Forum - Session 3 - Stevens Point The third Compliance Forum session will be held Feb. 18 (Stevens Point), Feb. 19 (Wisconsin Dells), and Feb. 20 (Pewaukee). Read More
Wed Wednesday 19
  • Compliance Forum - Session 3 - Wisconsin Dells The third Compliance Forum session will be held Feb. 18 (Stevens Point), Feb. 19 (Wisconsin Dells), and Feb. 20 (Pewaukee). Read More
Thu Thursday 20
  • Compliance Forum - Session 3 - Pewaukee The third Compliance Forum session will be held Feb. 18 (Stevens Point), Feb. 19 (Wisconsin Dells), and Feb. 20 (Pewaukee). Read More
Fri Friday 21
Sat Saturday 22
Sun Sunday 23
Mon Monday 24
  • Commercial Lending School The WBA Commercial Lending School will be held Feb. 24-28, 2020 in Madison. Read More
Tue Tuesday 25
Wed Wednesday 26
Thu Thursday 27
Fri Friday 28
Sat Saturday 29

March 2020

Sun Sunday 1
Mon Monday 2
Tue Tuesday 3
Wed Wednesday 4
Thu Thursday 5
  • Credit Analysis Boot Camp - Madison The WBA Credit Analysis Boot Camp will be held March 5-6, 2020 in Madison. Read More
Fri Friday 6
Sat Saturday 7
Sun Sunday 8
Mon Monday 9
  • Loan Compliance School The WBA Loan Compliance School will be held March 9-13, 2020 in Madison. Read More
Tue Tuesday 10
  • HR Business Forum (1) The first HR Business Forum of 2020 will take place on March 10 in Madison. Read More
Wed Wednesday 11
Thu Thursday 12
Fri Friday 13
Sat Saturday 14
Sun Sunday 15
Mon Monday 16
Tue Tuesday 17
  • IRA Workshop - Advanced (Wausau/Rothschild) WBA's advanced IRAs workshop will take place on March 17, 2020 in Rothschild. Read More
Wed Wednesday 18
  • IRA Workshop - Advanced (Madison) WBA's advanced IRAs workshop will take place on March 18, 2020 in Madison. Read More
Thu Thursday 19
  • Credit Analysis Boot Camp - Green Bay The WBA Credit Analysis Boot Camp will be held March 19-20, 2020 in Green Bay. Read More
Fri Friday 20
Sat Saturday 21
Sun Sunday 22
Mon Monday 23
Tue Tuesday 24
  • Security Officers Workshop - Neenah The WBA Security Officers Workshops will be held in Neenah (March 24), Eau Claire (March 25), and Wisconsin Dells (March 26) in 2020. Read More
  • Call Report Update & Review Workshop Read More
Wed Wednesday 25
  • Security Officers Workshop - Eau Claire The WBA Security Officers Workshops will be held in Neenah (March 24), Eau Claire (March 25), and Wisconsin Dells (March 26) in 2020. Read More
Thu Thursday 26
  • Security Officers Workshop - Wisconsin Dells The WBA Security Officers Workshops will be held in Neenah (March 24), Eau Claire (March 25), and Wisconsin Dells (March 26) in 2020. Read More
Fri Friday 27
Sat Saturday 28
Sun Sunday 29
Mon Monday 30
Tue Tuesday 31

April 2020

Wed Wednesday 1
Thu Thursday 2
Fri Friday 3
Sat Saturday 4
Sun Sunday 5
Mon Monday 6
Tue Tuesday 7
  • Human Resources Conference The WBA Human Resources Conference will take place April 7, 2020 in Wisconsin Dells. Read More
Wed Wednesday 8
  • HSA Workshop The WBA HSA Workshop will be held on April 8 in Madison. Read More
Thu Thursday 9
Fri Friday 10
Sat Saturday 11
Sun Sunday 12
Mon Monday 13
Tue Tuesday 14
  • HR Business Forum (2) The second HR Business Forum of 2020 will take place on April 14 in Madison. Read More
Wed Wednesday 15
  • 2020 WBA Agricultural Bankers Conference The 2020 WBA Ag Bankers Conference will be held April 15-16 in Wisconsin Dells. Read More
Thu Thursday 16
Fri Friday 17
Sat Saturday 18
Sun Sunday 19
Mon Monday 20
Tue Tuesday 21
  • Women in Banking Conference The 2020 WBA Women in Banking Conference will be held April 21 in Wisconsin Dells. Read More
Wed Wednesday 22
Thu Thursday 23
Fri Friday 24
Sat Saturday 25
Sun Sunday 26
Mon Monday 27
Tue Tuesday 28
  • 2020 Community Bankers for Compliance Program, Session 2 - Stevens Point Session 2 of the 2020 Community Bankers for Compliance program will be held April 28 in Stevens Point and/or April 29 in Madison. Read More
Wed Wednesday 29
  • 2020 Community Bankers for Compliance Program, Session 2 - Madison Session 2 of the 2020 Community Bankers for Compliance program will be held April 28 in Stevens Point and/or April 29 in Madison. Read More
Thu Thursday 30

May 2020

Fri Friday 1
Sat Saturday 2
Sun Sunday 3
Mon Monday 4
  • Lending Boot Camp The WBA Lending Boot Camp will be held May 4-6, 2020 in Madison. Read More
Tue Tuesday 5
  • Compliance Management School The WBA Compliance Management School will be held May 5-7, 2020 in Madison. Read More
Wed Wednesday 6
Thu Thursday 7
  • FIPCO Compliance & Software Forum - Deposit The FIPCO Compliance & Software Forum - Deposit will be held May 7 in Madison. Read More
Fri Friday 8
Sat Saturday 9
Sun Sunday 10
Mon Monday 11
Tue Tuesday 12
  • HR Business Forum (3) The third HR Business Forum of 2020 will take place on May 12 in Madison. Read More
Wed Wednesday 13
Thu Thursday 14
Fri Friday 15
Sat Saturday 16
Sun Sunday 17
Mon Monday 18
Tue Tuesday 19
Wed Wednesday 20
  • BSA/AML Conference The 2020 WBA BSA/AML Conference will be held May 20-21 in Wisconsin Dells. Read More
Thu Thursday 21
Fri Friday 22
Sat Saturday 23
Sun Sunday 24
Mon Monday 25
Tue Tuesday 26
Wed Wednesday 27
Thu Thursday 28
Fri Friday 29
Sat Saturday 30
Sun Sunday 31

June 2020

Mon Monday 1
Tue Tuesday 2
Wed Wednesday 3
  • Leadership Engaged! The WBA Leadership Engaged! event and Board Installation Ceremony will take place on June 3, 2020 in Madison. Read More
Thu Thursday 4
Fri Friday 5
Sat Saturday 6
Sun Sunday 7
Mon Monday 8
Tue Tuesday 9
Wed Wednesday 10
Thu Thursday 11
Fri Friday 12
Sat Saturday 13
Sun Sunday 14
Mon Monday 15
Tue Tuesday 16
Wed Wednesday 17
Thu Thursday 18
Fri Friday 19
Sat Saturday 20
Sun Sunday 21
Mon Monday 22
Tue Tuesday 23
Wed Wednesday 24
Thu Thursday 25
Fri Friday 26
Sat Saturday 27
Sun Sunday 28
Mon Monday 29
Tue Tuesday 30

July 2020

Wed Wednesday 1
Thu Thursday 2
Fri Friday 3
Sat Saturday 4
Sun Sunday 5
Mon Monday 6
Tue Tuesday 7
Wed Wednesday 8
Thu Thursday 9
Fri Friday 10
Sat Saturday 11
Sun Sunday 12
Mon Monday 13
Tue Tuesday 14
Wed Wednesday 15
Thu Thursday 16
Fri Friday 17
Sat Saturday 18
Sun Sunday 19
Mon Monday 20
Tue Tuesday 21
Wed Wednesday 22
Thu Thursday 23
Fri Friday 24
Sat Saturday 25
Sun Sunday 26
Mon Monday 27
Tue Tuesday 28
  • 2020 Community Bankers for Compliance Program, Session 3 - Stevens Point Session 3 of the 2020 Community Bankers for Compliance program will be held July 28 in Stevens Point and/or July 29 in Madison. Read More
  • Agricultural Lending School The WBA Agricultural Lending School will be held July 28-31, 2020 in Madison. Read More
Wed Wednesday 29
  • 2020 Community Bankers for Compliance Program, Session 3 - Madison Session 3 of the 2020 Community Bankers for Compliance program will be held July 28 in Stevens Point and/or July 29 in Madison. Read More
Thu Thursday 30
Fri Friday 31

August 2020

Sat Saturday 1
Sun Sunday 2
Mon Monday 3
Tue Tuesday 4
Wed Wednesday 5
Thu Thursday 6
Fri Friday 7
Sat Saturday 8
Sun Sunday 9
Mon Monday 10
Tue Tuesday 11
Wed Wednesday 12
Thu Thursday 13
  • Chairman's Member Appreciation Golf Outing (2020) The 2020 WBA Chairman’s Member Appreciation Golf Outing will be held August 13 in Wisconsin Dells. Read More
Fri Friday 14
Sat Saturday 15
Sun Sunday 16
Mon Monday 17
Tue Tuesday 18
Wed Wednesday 19
Thu Thursday 20
Fri Friday 21
Sat Saturday 22
Sun Sunday 23
Mon Monday 24
Tue Tuesday 25
Wed Wednesday 26
Thu Thursday 27
Fri Friday 28
Sat Saturday 29
Sun Sunday 30
Mon Monday 31