Schedule

August 2019

Thu Thursday 1
Fri Friday 2
Sat Saturday 3
Sun Sunday 4
Mon Monday 5
Tue Tuesday 6
Wed Wednesday 7
Thu Thursday 8
Fri Friday 9
Sat Saturday 10
Sun Sunday 11
Mon Monday 12
Tue Tuesday 13
Wed Wednesday 14
Thu Thursday 15
Fri Friday 16
Sat Saturday 17
Sun Sunday 18
Mon Monday 19
Tue Tuesday 20
Wed Wednesday 21
Thu Thursday 22
  • WBA Enterprise Risk Management Peer Group - Brookfield Read More
  • Lending for Non-Lenders Read More
  • Regulation E Series: How to Handle Unauthorized Electronic Fund Transfers Under Reg E Read More
Fri Friday 23
Sat Saturday 24
Sun Sunday 25
Mon Monday 26
Tue Tuesday 27
  • Writing Effective Email Read More
  • IRA Series: Top 10 Most Misunderstood IRA Issues: Turning Confusion into Confidence Read More
Wed Wednesday 28
  • Compliance Rules for Commercial Loans Secured by Real Estate Read More
  • Effective Management of Credit Report Disputes: Completing ACDVs, AUDs & Correcting Joint Credit Read More
Thu Thursday 29
  • What to Do When a Customer Dies Read More
  • Dealing with Appraisals: Regulations and Requirements Read More
  • Opening Donation, Memorial & Other Accounts for Nonprofit Organizations & Corporations Read More
Fri Friday 30
Sat Saturday 31

September 2019

Sun Sunday 1
Mon Monday 2
Tue Tuesday 3
  • CBD Oil and Your Bank: The Good, the Bad and the Ugly Read More
Wed Wednesday 4
  • GSB The World of Trusts for Bankers Read More
  • Top 10 Most Common TRID Issues Read More
  • FFIEC CAT vs InTREx Read More
  • Auditing E-Policies & Procedures: Risks, Rules & Records Read More
Thu Thursday 5
  • State Banking Association P&C Meeting The State Banking Association P&C Meeting will be held Sept. 5 in Madison. Read More
  • GSB Introduction to Consumer Lending Read More
  • Federal Benefit Payments Garnishment Requirements Read More
  • Writing Deposit Operations Procedures Read More
  • Official Demands Part 2: Handling Garnishments, Levies & Judgment Liens Read More
Fri Friday 6
  • Seven Habits of Effective Credit Administration in Commercial Banks Read More
Sat Saturday 7
Sun Sunday 8
Mon Monday 9
  • Residential Construction Lending Read More
  • Fair Lending: Overview and New Developments Read More
  • GSB Introduction to Commercial Lending Read More
Tue Tuesday 10
  • GSB Commercial Construction Loans: Administering and Monitoring (3 Parts) Read More
  • GSB Create a Culture of Employee Engagement and Reduce Turnover Read More
  • Right of Setoff Read More
  • GSB C&I Business Cash Flow Basics and Global Cash Flow Integration Issues for Lenders and Analysts Read More
  • GSB Understanding C&I Loan Structuring, Loan Agreements and Covenants (3 Parts) Read More
  • Feedback and Coaching Read More
  • GSB Accounting Basics/Refresher for Bankers Read More
  • Conducting the 2019 ACH Audit Read More
  • Management Conference Read More
Wed Wednesday 11
  • GSB IRA Fundamentals Read More
  • Reg E Compliance - Five Best Practices for Handling Disputes Read More
  • Mortgage Lending Hot Spots Series: Appraisal & Evaluation Guidance on Collateral Valuation Read More
Thu Thursday 12
  • Legal Liabilities when Check Fraud Occurs Read More
  • Alert! OFAC Changes Read More
  • GSB Vendor Management – How Model Risk Fits In Read More
  • Managing Minor Accounts: Withdrawals, Transfers, CDD, Closing & Best Practices Read More
Fri Friday 13
  • GSB Leading the Prospecting Effort Read More
  • Loan Participations for Community Banks: Risks & Rewards Read More
Sat Saturday 14
Sun Sunday 15
Mon Monday 16
  • Stay Ahead of Hackers: Hands-On Cybersecurity Training Read More
  • Understanding Real Estate Loan Documents Read More
  • IRA Series: Handling IRA Required Minimum Distributions & Roth Distributions Read More
Tue Tuesday 17
  • Secur-I.T. Conference Read More
  • WBA Wipfli Senior HR Business Forum Read More
  • Best-Ever Compliance Checklists for Commercial Loans Read More
  • Regulation E Series: Auditing for Reg E Compliance Read More
Wed Wednesday 18
  • Introduction to Commercial Lending School Read More
  • GSB Establishing and Amending IRAs Read More
  • Thirty (30) Steps to Audit Your Safe Deposit Area Read More
  • Incident Response and Forensics Read More
  • GSB Cash Management: How Sales, Operations and Technology Can Work Together to Generate More Fee Income Read More
  • Mitigating a Data Breach: Forensics & Incident Response Read More
Thu Thursday 19
  • GSB Secrets of Buying and Selling a Community Bank Read More
  • Employment Records and How to Keep Them Read More
  • GSB The Essentials of On-Boarding Read More
  • W-9, W-8BEN and W-8BEN-E Forms and Info Read More
  • New Compliance Officer Boot Camp Read More
Fri Friday 20
  • Human Resources Committee Meeting The WBA Human Resources Committee will be meeting on Sept. 20 in Madison. Read More
  • GSB Cybercrime Trends and Hot Topics in Banking Read More
  • Call Report for Banks - Recent Changes, Highlights, and Pitfalls Read More
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
  • 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
Thu Thursday 3
  • 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
  • Mortgage Lending Hot Spots Series: Demystifying Rules for TRID Tolerances Read More
Tue Tuesday 8
Wed Wednesday 9
  • Principles of Banking - Wausau 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
  • Regulation E Series: Reg E Requirements for Debit Card Error Resolution: Processing, Disclosure & Investigation Read More
Fri Friday 11
  • CEOnly/CFOnly Network Meeting (3) The CEOnly/CFOnly Network will meet on October 11 in Madison. Read More
Sat Saturday 12
Sun Sunday 13
Mon Monday 14
Tue Tuesday 15
  • Community Bankers for Compliance Program, Session 4 - Stevens Point Session 4 of the Community Bankers for Compliance program will be held October 15 in Stevens Point and/or October 16 in Madison. Read More
  • IRA Essentials Workshop - Eau Claire Read More
  • WBA Directors Summit Read More
Wed Wednesday 16
  • Community Bankers for Compliance Program, Session 4 - Madison Session 4 of the Community Bankers for Compliance program will be held October 15 in Stevens Point and/or October 16 in Madison. Read More
  • IRA Advanced Workshop - Eau Claire 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
  • 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
  • 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
  • Commercial Loan Annual Credit Review Read More
Fri Friday 25
Sat Saturday 26
Sun Sunday 27
Mon Monday 28
Tue Tuesday 29
  • Family Owned/Closely Held Bank Retreat The WBA Family Owned/Closely Held Bank Retreat will be held Oct. 29-30 in Galena, Ill. Read More
  • BSA/AML Workshops - Eau Claire Read More
  • 12 Key Elements of an Effective Digital Marketing Strategy Read More
Wed Wednesday 30
  • BSA/AML Workshops - Neenah Read More
  • WBA Procedures Upon a Depositor’s Death Webinar Read More
  • Personal Accounts: Ownership, Authorization, Titling & Documentation Read More
Thu Thursday 31
  • BSA/AML Workshops - Madison 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
Thu Thursday 7
Fri Friday 8
Sat Saturday 9
Sun Sunday 10
Mon Monday 11
Tue Tuesday 12
Wed Wednesday 13
Thu Thursday 14
Fri Friday 15
Sat Saturday 16
Sun Sunday 17
Mon Monday 18
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
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
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
Tue Tuesday 26
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
Thu Thursday 12
  • WBA Enterprise Risk Management Peer Group - Madison Read More
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 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
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
  • 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
Wed Wednesday 8
Thu Thursday 9
Fri Friday 10
Sat Saturday 11
Sun Sunday 12
Mon Monday 13
Tue Tuesday 14
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
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