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Showing 799 items
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Seminar
GSB Compelling Advertising for Community Banks
Webinar
You've been there before, the newspaper deadline is this afternoon and you need an ad... Quick! …
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Seminar
GSB Secrets of Buying and Selling a Community Bank
Webinar
In the current merger and acquisition market, community banks need to realize that if they are posit…
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Seminar
GSB Sales & Marketing School
School
Bank marketing has undergone radical changes in the past several decades and the financial services …
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Seminar
GSB Bank Technology Security School
School
KEY INFORMATION SECURITY STRATEGIES
Online bank fraud has been described as an epidemic, with num…
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Seminar
Flood Insurance Compliance Update & FAQs
Webinar
Flood CMP... those eight letters can cause alarm! Examiners are inspecting flood procedures wit…
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Seminar
Introduction to Commercial Lending School
School
This three-day school curriculum is designed to provide bankers with a basic understanding of the pr…
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Seminar
Supervisor Boot Camp
School
An Intense Focus on Succeeding at Managing Others
You don’t master the art of supervision t…
Tuesday, September 24, 2019 9:00 AM Wintergreen Resort, 60 N. Gasser Road, Wisconsin Dells View Event -
Seminar
Personal Banker School
School
This school has been designed to get your personal bankers up to speed quickly by providing them wit…
Tuesday, October 8, 2019 8:30 AM Wintergreen Resort & Conference Center, 60 N. Gasser Road, Wisconsin Dells View Event -
Seminar
Stay Ahead of Hackers: Hands-On Cybersecurity Training
Seminar
On Monday, September 16 from 10:00 am to 4:00 pm, the WBA will be offering an optional hands-on…
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Seminar
Deposit Compliance School
School
This two-day school curriculum is designed to give you a strong foundation of the various depos…
Monday, September 30, 2019 9:00 AM Wintergreen Resort, 60 N. Gasser Road, Wisconsin Dells View Event -
Seminar
Writing Effective Email
Webinar
Have you received emails with overly long recipient lists? Have you struggled through complex emails…
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Seminar
Compliance Rules for Commercial Loans Secured by Real Estate
Webinar
Which regulations apply to commercial loans that are secured by real estate? Are there any exception…
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Seminar
What to Do When a Customer Dies
Webinar
Program Content:
Ironically, when a financial institution learns a deposit or loan customer has die… -
Seminar
Dealing with Appraisals: Regulations and Requirements
Webinar
The past few years have seen significant developments in real estate appraisals and evaluation rules…
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Seminar
IRA Advanced Workshop - Eau Claire
Seminar
Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex…
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Seminar
IRA Advanced Workshop - Madison
Seminar
Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex…
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Seminar
IRA Advanced Workshop - Neenah
Seminar
Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex…
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Seminar
IRA Essentials Workshop - Eau Claire
Seminar
IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughou…
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Seminar
IRA Essentials Workshop - Madison
Seminar
IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughou…
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Seminar
IRA Essentials Workshop - Neenah
Seminar
IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughou…
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Seminar
Strictly Business: The Dale Carnegie Immersion Seminar
Seminar
STAND HEAD AND SHOULDERS ABOVE THE CROWD, ACHIEVE REAL PERFORMANCE IMPROVEMENT, ENERGIZE YOUR CAREER…
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Seminar
IRA Series: Top 10 Most Misunderstood IRA Issues: Turning Confusion into Confidence
Webinar
Join us for an exceptional session that will update you on many issues facing IRA owners and IRA cus…
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Seminar
Effective Management of Credit Report Disputes: Completing ACDVs, AUDs & Correcting Joint Credit
Webinar
There could be danger hiding among your credit reports! The credit reporting function has taken on a…
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Seminar
Opening Donation, Memorial & Other Accounts for Nonprofit Organizations & Corporations
Webinar
Your financial institution is asked to open a variety of deposit accounts. There are specific docume…
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Seminar
GSB IRA Fundamentals
Webinar
For those who are new to IRAs or need a refresher, this webinar provides the fundamentals of Traditi…
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Seminar
GSB Establishing and Amending IRAs
Webinar
To avoid IRS penalties, financial organizations must use the correct IRA opening documents and those…
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Seminar
GSB IRA Contributions
Webinar
This webinar covers both Traditional and Roth IRA contribution issues, including deadlines, limits, …
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Seminar
GSB The World of Trusts for Bankers
Webinar
In years past few bank clients had trusts. That certainly has changed! Not only are trusts quite pre…
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Seminar
GSB Introduction to Consumer Lending
Webinar
The seminar will cover the basics of consumer lending including the consumer loan function, marketin…
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Seminar
GSB Introduction to Commercial Lending
Webinar
This webinar covers the basics of commercial lending and is a must for all new commercial lenders an…
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Seminar
GSB Create a Culture of Employee Engagement and Reduce Turnover
Webinar
Research shows that employees who are motivated, appreciated and believe in what they do are individ…
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Seminar
GSB Accounting Basics/Refresher for Bankers
Webinar
This seminar will provide the banker with the basics/refresher of accounting. The seminar will demon…
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Seminar
GSB Commercial Construction Loans: Administering and Monitoring (3 Parts)
Webinar
The 2008-2009 downturn in commercial real estate (CRE) has exposed many weaknesses in bank construct…
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Seminar
GSB C&I Business Cash Flow Basics and Global Cash Flow Integration Issues for Lenders and Analysts
Webinar
The Uniform Credit Analysis (UCA) cash flow model is an important analytical tool provided as output…
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Seminar
GSB Understanding C&I Loan Structuring, Loan Agreements and Covenants (3 Parts)
Webinar
Commercial and industrial (C&I) lending is an area of emphasis as banks seek to grow their loan …
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Seminar
GSB Vendor Management – How Model Risk Fits In
Webinar
With financial institutions increasingly relying on third-party providers to offer their products an…
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Seminar
GSB Leading the Prospecting Effort
Webinar
Prospecting is one of the most difficult things we ask bankers to do. In this seminar Ned Miller exp…
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Seminar
GSB Cash Management: How Sales, Operations and Technology Can Work Together to Generate More Fee Income
Webinar
During this program, you will gain a more in-depth knowledge of Cash Management (aka Treasury Manage…
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Seminar
GSB The Essentials of On-Boarding
Webinar
On-boarding is a prime opportunity for employers to win the hearts and minds of new employees. …
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Seminar
GSB Cybercrime Trends and Hot Topics in Banking
Webinar
Cybersecurity threats continue to rapidly evolve in sophistication and are occurring with increased …
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Seminar
GSB Community Bank Capital Raising Simplified
Webinar
Is your community bank in need or in want of additional capital? If so, it is important that your bo…
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Seminar
GSB Business Law Basics and Lender Liability
Webinar
This seminar will provide the banker with a basic framework of business law including the judicial p…
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Seminar
GSB The Business of Banking: Understanding the Factors that Drive Bank Profitability (3-Part Series)
Webinar
This program is designed to provide an overview of the key factors that drive bank profitability wit…
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Seminar
GSB Trusts for Planning, Privacy and Protection
Webinar
In years past few bank clients had trusts. That certainly has changed! Not only are trusts quite pre…
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Seminar
GSB Hot Topics for IT Regulatory Guidance
Webinar
We see many physical security, risk management, vendor risk, cybersecurity, and user threats in comm…
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Seminar
GSB Building an Effective Marketing Plan
Webinar
Building an effective and actionable marketing plan is an important first step for competing in the …
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Seminar
Management Conference
Conference
New for 2019 - The conference agenda has been expanded to now include breakout sessions for CEOs, CF…
Tuesday, September 10, 2019 5:30 PM Glacier Canyon Conference Center, 45 Hillman Road, Wisconsin Dells View Event -
Seminar
CBD Oil and Your Bank: The Good, the Bad and the Ugly
Webinar
Program Content:
Can you bank a CBD Oil customer? Can you bank a seller of CBD Oil? What if your em… -
Seminar
Top 10 Most Common TRID Issues
Webinar
Program Content:
The Consumer Financial Protection Bureau (CFPB) published a final rule to implemen… -
Seminar
FFIEC CAT vs InTREx
Webinar
Program Content:
In 2019 we have seen more consistency and rigorous examination programs from … -
Seminar
Federal Benefit Payments Garnishment Requirements
Webinar
Program Content:
On May 29, 2013, the U.S. Department of Treasury, along with several federal agenc… -
Seminar
Writing Deposit Operations Procedures
Webinar
Program Content:
What is deposit operations? Yes, everything but loans. So how do we write procedur… -
Seminar
Seven Habits of Effective Credit Administration in Commercial Banks
Webinar
Program Content:
Imagine finding yourself suddenly in a senior credit administration position at yo… -
Seminar
Right of Setoff
Webinar
Program Content:
"Right of Setoff" is used frequently in the banking industry when trying… -
Seminar
Feedback and Coaching
Webinar
Program Content:
A business coach wears many hats: subject-matter expert, role model, developer, me… -
Seminar
Reg E Compliance - Five Best Practices for Handling Disputes
Webinar
Why should you attend?
What will regulators find when they examine your financial institution for R… -
Seminar
Legal Liabilities when Check Fraud Occurs
Webinar
Program Content:
Check fraud losses are estimated to exceed $18 billion each year. A recent nationw… -
Seminar
Alert! OFAC Changes
Webinar
Program Content:
The Department of the Treasury’s Office of Foreign Assets Control (OFAC) iss… -
Seminar
Loan Participations for Community Banks: Risks & Rewards
Webinar
Program Content:
This program covers the risks and rewards of loan participations to both the lead … -
Seminar
Understanding Real Estate Loan Documents
Webinar
Program Content:
This webinar was developed by a lawyer who has been teaching loan documentation fo… -
Seminar
Best-Ever Compliance Checklists for Commercial Loans
Webinar
Program Content:
We tend to think of business and agricultural loans as exempt from troublesome c…
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Seminar
Thirty (30) Steps to Audit Your Safe Deposit Area
Webinar
Program Content:
Management should take full advantage of an effective safe deposit audit program a… -
Seminar
Incident Response and Forensics
Webinar
Program Content:
Prevention is our primary focus in protecting our institutions, but how would we k… -
Seminar
Employment Records and How to Keep Them
Webinar
Program Content:
This program provides information not just on what records you should keep and for… -
Seminar
GSB Quarterbacking Retail Deposits – General Overview
Webinar
As “surge deposits” become a thing of the past bankers across the country are observing …
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Seminar
W-9, W-8BEN and W-8BEN-E Forms and Info
Webinar
New W-9 reflects the new 24% back up withholding rate. During this program, we will do a line-by-lin…
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Seminar
Legal Essentials for Lenders
Webinar
Program Content:
This program covers important legal issues and concepts which must be understood a… -
Seminar
Lending to Churches & Other Religious Institutions
Webinar
Program Content:
Non-Profit Organizations (“NPO”) generally comprise a smaller percenta… -
Seminar
IRAs: Rollovers vs. Transfers
Webinar
Program Content:
As we continue our journey down the mountain, we come to the most abused terminolo… -
Seminar
TRID: All About Construction Loans
Webinar
Program Content:
In July 2017, the CFPB issued a final rule that provided many substantive updates … -
Seminar
Using Business Tax Returns to Analyze Lending Requests
Webinar
Program Content:
The only reliable financial information available from many businesses, especially… -
Seminar
Vital Checks and Deposit Issues
Webinar
Program Content:
Every single day the frontline handles routine matters that can cost your financia… -
Seminar
Call Reports: RC-C Loan Coding and Related RC-R Reporting
Webinar
Program Content:
Loan information on the Call Report provides critical credit information for regul… -
Seminar
FFIEC Guidance on Employees' Use of Social Media
Webinar
Program Content:
The FFIEC released guidance on social media risk management compliance on Dec.&n…
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Seminar
Call Report for Banks - Recent Changes, Highlights, and Pitfalls
Webinar
Program Content:
The regulators are continuing on their burden reducing approach and approved mor…
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Seminar
Residential Construction Lending
Webinar
Program Content:
Residential construction lending continues to expand slowly, along with the econ…
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Seminar
WBA Directors Summit
Seminar
This one-day WBA Directors Summit will discuss key issues regarding leadership and managem…
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Seminar
Secur-I.T. Conference
Conference
The 2019 Secur-I.T. Conference will be held on September 17-18 at the Glacier Canyon Resort and Conf…
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Seminar
Auditing E-Policies & Procedures: Risks, Rules & Records
Webinar
Before writing or updating your institution’s electronic policies and procedures (P&Ps), b…
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Seminar
Official Demands Part 2: Handling Garnishments, Levies & Judgment Liens
Webinar
Has your institution implemented proper procedures for the handling of garnishments, levies, warrant…
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Seminar
Conducting the 2019 ACH Audit
Webinar
You have been tasked with conducting your institution’s ACH compliance audit. Now what? Where …
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Seminar
Mortgage Lending Hot Spots Series: Appraisal & Evaluation Guidance on Collateral Valuation
Webinar
Appraisals and evaluations continue to receive heightened regulator attention, including matters req…
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Seminar
IRA Series: Handling IRA Required Minimum Distributions & Roth Distributions
Webinar
Handling traditional IRA required minimum distributions (RMDs) and Roth IRA distributions are import…
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Seminar
Regulation E Series: Auditing for Reg E Compliance
Webinar
Regulation E is one of the most important regulations governing deposit operations. It establishes t…
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Seminar
Mitigating a Data Breach: Forensics & Incident Response
Webinar
As data breaches continue to make the headlines, financial institutions are challenged to maintain c…
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Seminar
New Compliance Officer Boot Camp
Webinar
Whether you are a new compliance officer or simply want to affirm your compliance responsibilities a…
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Seminar
Hiring in the Digital Age: What Every HR Manager Needs to Know About Social Media
Webinar
Some remember when newspaper ads, headhunters, rolodexes, and telephones were used to find the perfe…
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Seminar
What Directors Should Know About CECL, ALLL & the New Credit Impairment Standards
Webinar
CECL represents one of the biggest changes in a generation regarding how financial institutions eval…
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Seminar
Principles of Banking - Green Bay
Seminar
Long recognized as the standard introduction to the banking industry, Principles of Banking touches …
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Seminar
Principles of Banking - Madison
Seminar
Long recognized as the standard introduction to the banking industry, Principles of Banking touches …
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Seminar
Principles of Banking - Wausau
Seminar
Long recognized as the standard introduction to the banking industry, Principles of Banking touches …
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Seminar
Principles of Banking - Platteville
Seminar
Long recognized as the standard introduction to the banking industry, Principles of Banking touches …
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Seminar
WBA Procedures Upon a Depositor’s Death Webinar
Webinar
Do you know how to handle access to funds after a death?
This webinar will lay out the procedures…
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Seminar
Managing Minor Accounts: Withdrawals, Transfers, CDD, Closing & Best Practices
Webinar
In today’s competitive environment, financial institutions must develop deposit products that …
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Seminar
New ACH Return Reason Codes R11 & R17: Proper Use, Impact & Deadlines
Webinar
There are new return reason codes in the ACH Network. Are you using the right ones? Learn how and wh…
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Seminar
BOLT Winter Leadership Summit
Conference
The 2019 BOLT Winter Leadership Summit will be held on Thursday, Nov. 7 at the Holiday Inn Hotel &am…
Thursday, November 7, 2019 9:00 AM Holiday Inn Convention Center, 1001 Amber Avenue, Stevens Point View Event -
Seminar
School of Bank Management
School
In today's ever-changing, turbulent banking environment, it is important for bankers—espec…
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Seminar
WBA Enterprise Risk Management Peer Group - Eau Claire Area
Seminar
Join the Enterprise Risk Management Peer Group on Tuesday, Oct. 22 in Eau Claire! This new netw…
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Seminar
WBA Enterprise Risk Management Peer Group - Madison
Seminar
Join the Enterprise Risk Management Peer Group on Thursday, Dec. 12 in Madison! This new networking …
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Seminar
WBA Wipfli Senior HR Business Forum
Seminar
Every organization has “people” concerns, and Wipfli’s Senior Human Resource Busin…
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Seminar
BSA/AML Workshops - Eau Claire
Seminar
This is our flagship Bank Secrecy Act (BSA)/Anti-money laundering (AML) training event. The program …
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Seminar
BSA/AML Workshops - Neenah
Seminar
This is our flagship Bank Secrecy Act (BSA)/Anti-money laundering (AML) training event. The program …
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Seminar
BSA/AML Workshops - Madison
Seminar
This is our flagship Bank Secrecy Act (BSA)/Anti-money laundering (AML) training event. The program …
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Seminar
WBA Diversity in Banking: Empowering Your Career
Conference
The Wisconsin banking industry is an exciting place to begin and to grow your career. Whether you ar…
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Seminar
Call Report Update & Review Workshop
Seminar
The Call Report Preparation seminar will help preparers and reviewers understand the preparation pro…
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Seminar
Advanced Financial Statement & Cash Flow Analysis Workshop
Seminar
Attend this proactive seminar and learn a “comprehensive approach” to financial statemen…
Thursday, October 10, 2019 9:00 AM Glacier Canyon Conference Center, 45 Hillman Road, Wisconsin Dells View Event -
Seminar
Auditing Real Estate Loans Boot Camp
School
The 2019 WBA Auditing Real Estate Loans Seminar will be held Nov. 5 – Nov. 7 in the Wisconsin …
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Seminar
SAR Hot Spots & New Guidance: Email Compromise, Hemp, Elder Abuse & More
Webinar
In the first half of 2019, over 540,000 SARs were filed – with most filings going beyond repor…
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Seminar
New BSA Officer Training Part 1: Compliance, Risk Assessment, CTRs, Exemptions, Forms & Regulator Expectations
Webinar
This Bank Secrecy Act webinar will begin with regulators’ BSA program expectations – as …
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Seminar
Mortgage Lending Hot Spots Series: Demystifying Rules for TRID Tolerances
Webinar
The TILA/RESPA Integrated Disclosure (TRID) requirements are detailed and complex and this fact is q…
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Seminar
Head Teller Training: Maximizing Teller Performance
Webinar
The best head tellers constantly seek ways to improve their team and themselves – which ultima…
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Seminar
Regulation E Series: Reg E Requirements for Debit Card Error Resolution: Processing, Disclosure & Investigation
Webinar
This session will define and explain the types of card transactions covered by Regulation E and the …
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Seminar
POD Account Documentation, Compliance, Beneficiaries & Closing
Webinar
Most financial institutions permit payable-on-death accounts. POD accounts are easy to open, but are…
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Seminar
New BSA Officer Training Part 2: Reviews, SARs, CDD, Technical Aspects & Real-Life Scenarios
Webinar
Deciding whether to file a SAR is not always a simple decision. This webinar will provide real-life …
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Seminar
Medallion & Signature Guarantee Risks, Rules & Best Practices
Webinar
Signature guarantees are not new, but the financial losses and administrative problems associated wi…
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Seminar
Commercial Loan Annual Credit Review
Webinar
Regulators expect financial institutions to have an “early warning” system in place with…
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Seminar
12 Key Elements of an Effective Digital Marketing Strategy
Webinar
If you’ve been wondering how to take your digital marketing strategy to the next level, this i…
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Seminar
Personal Accounts: Ownership, Authorization, Titling & Documentation
Webinar
Financial institutions routinely open deposit accounts for consumers and there are well-established …
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Seminar
1099 Reporting: Foreclosures, Repossessions & Debt Settlements
Webinar
Financial institutions are required to file Form 1099-A and/or Form 1099-C when they foreclose or re…
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Seminar
Fair Lending: Overview and New Developments
Webinar
Program Content:
Fair lending is a hot topic right now, as always. Despite changes in the regulator… -
Seminar
Quarterly Compliance Briefing: Fall 2019
Webinar
Program Content:
Keeping up with changes and deadlines in the compliance area gets more complex eve… -
Seminar
LEAD360 Conference
Conference
The 2019 WBA LEAD360 Conference will be held on November 20-21 at Glacier Canyon Lodge at the Wilder…
