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Showing 789 items
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Seminar
GSB Financial Managers School
School
PROGRAM OVERVIEW
Designed by experienced CFOs especially for financial managers, this week-long s…
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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
Agricultural Lending School
School
This three-day school was developed as an intermediate-level school. Case studies, in-class work, cl…
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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
ABA CRCM Exam Prep Course
School
Are you ready to advance your career by earning a Certified Regulatory Compliance Manager (CRCM) cre…
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Seminar
BSA Series: Job-Specific BSA Training for the Frontline
Webinar
The frontline is the first line of defense in identifying and reporting suspicious activity. Therefo…
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Seminar
Regulation E Series: Legally Handling ATM & Debit Card Claims Under Regulation E
Webinar
Regulation E protects consumers from unauthorized ATM and debit card transactions, which imposes man…
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Seminar
Wire Transfer Compliance, Including International Remittances
Webinar
Funds transfer fraud causes millions of dollars in losses for businesses. Last year, financial insti…
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Seminar
Call Report Series: Call Report Regulatory Capital, Including Key Changes & Other Schedules
Webinar
With over 100 pages of ever-changing instructions and rules, reporting regulatory capital in Call Re…
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Seminar
Opening Accounts Online: Rules, Risks & Best Practices
Webinar
Electronic banking continues to evolve, and financial institutions must keep pace with technology, r…
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Seminar
From Prospect to Customer: Skills & Tools for Successful Business Development
Webinar
The way banks gain new customers is changing. Technology and new industries have entered the marketp…
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Seminar
Consumer Collection Series: 20 Common Mistakes in Consumer Collections
Webinar
Consumer debt collection remains a major source of complaints, lawsuits, and enforcement actions aga…
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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
LEAD360 Conference & Expo
Conference
The 2019 WBA LEAD360 Conference will be held on November 20-21 at Glacier Canyon Lodge at the Wilder…
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Seminar
Accounts Receivable and Inventory Financing
Webinar
Accounts Receivable and Inventory are the most fundamental form of “Asset-Based” Commerc…
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Seminar
Excel Explained: Intermediate Pivot Tables
Webinar
Excel expert David Ringstrom, CPA, takes you beyond the basics of pivot tables in this broad-reachin…
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Seminar
Unclaimed Property Compliance for Financial Institutions
Webinar
Financial institutions face the unique challenge of complying with state unclaimed property law whil…
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Seminar
Assessing Your Bank’s Call Center to Take it to the Next Level
Webinar
Program Content:
This webinar will provide tools to baseline and evaluate the effectiveness of your… -
Seminar
Director Compensation and Compensation Committee Best Practices
Webinar
Determining board compensation is often the responsibility of the Compensation Committee. In this we…
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Seminar
Excel Explained: Budget Spreadsheets
Webinar
In this comprehensive webinar, Excel expert David Ringstrom, CPA, teaches you how many Excel functio…
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Seminar
Creating Effective Anti-Harassment Policies and Process
Webinar
There has been an explosion of sexual harassment allegations in both the press and in complaints to …
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Seminar
Dos and Don’ts on Formal and Informal Trust Accounts
Webinar
Many customers use trusts to plan for their estate, family, taxes, etc. When opening these special a…
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Seminar
TILA/RESPA Mortgage Servicing Rules
Webinar
Most of our attention when it comes to mortgage lending compliance is focused on the origination pro…
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Seminar
Deposit Compliance Issues
Webinar
Program Content:
Regulation D, Regulation E, Regulation CC, Reg GG, Regulation DDDuring this pr…
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Seminar
ACH Exception Processing
Webinar
There is an exception to many rules, including ACH.
What is an exception and how do you handle it…
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Seminar
Call Report - Lending Schedules for Banks
Webinar
Loan information on the Call Report provides critical credit information for regulators, especially …
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Seminar
Do’s and Don’ts on Power of Attorney Documents
Webinar
Today, someone you have never met walks in with a power of attorney and demands to be added to your …
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Seminar
Providing Accurate and Timely Adverse Action Notices
Webinar
What?
Both the Equal Credit Opportunity Act (ECOA) and the Fair Credit Reporting Act (FCRA) contain… -
Seminar
Marketing & Advertising Compliance
Webinar
If you read the first CFPB enforcement action carefully, it's clear what is being targeted: sale…
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Seminar
Compliance Management
Webinar
Join us for a two-hour webinar on Compliance Management. All banks should have an effective Complian…
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Seminar
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
How to Analyze the Purchase of an Existing Business
Webinar
Lenders are often asked to finance the purchase of an existing business by a new owner. Partici…
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Seminar
Endorsements - Consumers, Businesses and Fiduciaries
Webinar
Understanding endorsements and handling checks is crucial to making sound check cashing decisions. A…
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Seminar
The ACH Audit & Risk Assessment: What You Need to Know
Webinar
Spend two hours with an ACH Auditor and hear what she looks for when performing the ACH Audit and AC…
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Seminar
SSAE18, SOC 1, SOC 2 - What Do I Need?
Webinar
Each of our regulators say this in a similar way, we must understand the security controls of a thir…
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Seminar
Lending for Non-Lenders
Webinar
The focus of this course will be the activities associated with Qualitative and Quantitative Analysi…
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Seminar
Accounting Basics
Webinar
Understanding accounting and financial statement basics is a key skill needed in the Financial Servi…
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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
Community Bankers for Compliance Program, Session 3 - Stevens Point
Seminar
Community Bankers for Compliance Program - Session III
Quarter 3 Topic: Unfair and Deceptive Acts…
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Seminar
Community Bankers for Compliance Program, Session 3 - Madison
Seminar
Community Bankers for Compliance Program - Session III
Quarter 3 Topic: Unfair and Deceptive Acts…
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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
Outsourcing Tech Services: Regulations, Examiner Expectations & Actions for Vendor Management
Webinar
All financial institutions rely on third-party technology vendors to enhance operations and efficien…
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Seminar
Official Demands Part 1: Handling Subpoenas, Summonses & Other Legal Process
Webinar
Your institution probably receives at least one subpoena, summons, or other type of legal process ea…
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Seminar
IRA Series: IRA Reporting, Common Issues & Error Resolution
Webinar
This can’t-miss session about traditional and Roth IRA reporting responsibilities will be pres…
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Seminar
New Security Officer Training: Responsibilities, Best Practices & Skill-Building Tools
Webinar
The Bank Protection Act (BPA) and implementing regulations specify security officer requirements. Th…
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Seminar
Mortgage Lending Hot Spots Series: Adverse Action in Mortgage Lending: Compliance, Notices & Best Practices
Webinar
Examiners are focusing on fair lending, discrimination, and Regulation B during heightened audits of…
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Seminar
Developing the Right Strategic Plan for Your Bank
Webinar
Your strategic plan should be as unique as your financial institution. Too often, executives and dir…
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Seminar
What Are Those Partnership & S-Corp Tax Returns Telling Me?
Webinar
Does it seem like a secret decoder ring is needed to convert business tax returns to cash flow? The …
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Seminar
FFIEC Cyber Security Risk Assessments: Policy, Recent Findings & Recommendations
Webinar
It feels as though the risks have never been greater, nor the stakes so high. Cyber-security threats…
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Seminar
Call Report Series: Introduction to Call Report Loan Classifications
Webinar
The loan information provided in Call Reports allows examiners to review changes, trends, and concen…
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Seminar
E-Compliance Rules, Policies & Best Practices for Email, Web, Mobile & Social Media
Webinar
Financial institutions have long known they cannot afford to play fast and loose with legal and regu…
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Seminar
Regulation E Series: How to Handle Unauthorized Electronic Fund Transfers Under Reg E
Webinar
Given the rapid changes in the types of electronic payments and devices, there is often confusion re…
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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
WBA Enterprise Risk Management Peer Group - Madison
Webinar
Join the Enterprise Risk Management Peer Group on Thursday, December 12 in Madison! This new network…
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Seminar
WBA Enterprise Risk Management Peer Group - Eau Claire Area
Seminar
Join the Enterprise Risk Management Peer Group on Tuesday, October 22 in Eau Claire! This new networ…
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Seminar
WBA Enterprise Risk Management Peer Group - Brookfield
Seminar
Join the Enterprise Risk Management Peer Group on Thursday, August 22 in Brookfield! This new networ…
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Seminar
Hemp as it Happens Forum
Conference
Hemp and products such as CBD oil have become prominent in Wisconsin. In your business, you nee…
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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 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 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
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
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
WBA Wipfli Senior HR Business Forum
Seminar
Every organization has “people” concerns, and Wipfli’s Senior Human Resource Busin…
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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
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
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
Quarterly Compliance Briefing: Fall 2019
Webinar
Program Content:
Keeping up with changes and deadlines in the compliance area gets more complex eve… -
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
Recent Reg CC Changes: Deadlines, Details, Compliance
Webinar
At last! On June 24, 2019, the CFPB and the Federal Reserve Board jointly published amendments to Re…
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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
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 …
