This one-day WBA Directors Summit will discuss key issues regarding leadership and managem…

Determining board compensation is often the responsibility of the Compensation Committee. In this we…

Program Content:
Can you bank a CBD Oil customer? Can you bank a seller of CBD Oil? What if your em…

Your strategic plan should be as unique as your financial institution. Too often, executives and dir…

Program Content:
This webinar will provide tools to baseline and evaluate the effectiveness of your…

KEY INFORMATION SECURITY STRATEGIES

Online bank fraud has been described as an epidemic, with num…

In the current merger and acquisition market, community banks need to realize that if they are posit…

Is your community bank in need or in want of additional capital? If so, it is important that your bo…

This program is designed to provide an overview of the key factors that drive bank profitability wit…

Every organization has “people” concerns, and Wipfli’s Senior Human Resource Busin…

Program Content:
The Consumer Financial Protection Bureau (CFPB) published a final rule to implemen…

Program Content:
In 2019 we have seen more consistency and rigorous examination programs from …

Program Content:
On May 29, 2013, the U.S. Department of Treasury, along with several federal agenc…

Program Content:
What is deposit operations? Yes, everything but loans. So how do we write procedur…

Program Content:
Imagine finding yourself suddenly in a senior credit administration position at yo…

Program Content:
"Right of Setoff" is used frequently in the banking industry when trying…

Program Content:
A business coach wears many hats: subject-matter expert, role model, developer, me…

Program Content:
Fair lending is a hot topic right now, as always. Despite changes in the regulator…

Why should you attend?
What will regulators find when they examine your financial institution for R…

Program Content:
Check fraud losses are estimated to exceed $18 billion each year. A recent nationw…

Program Content:
The Department of the Treasury’s Office of Foreign Assets Control (OFAC) iss…

Program Content:
This program covers the risks and rewards of loan participations to both the lead …

Program Content:
This webinar was developed by a lawyer who has been teaching loan documentation fo…

Program Content:

We tend to think of business and agricultural loans as exempt from troublesome c…

Program Content:
Management should take full advantage of an effective safe deposit audit program a…

Program Content:
Prevention is our primary focus in protecting our institutions, but how would we k…

Program Content:
This program provides information not just on what records you should keep and for…

Program Content:
This program covers important legal issues and concepts which must be understood a…

Program Content:
Keeping up with changes and deadlines in the compliance area gets more complex eve…

Program Content:
Non-Profit Organizations (“NPO”) generally comprise a smaller percenta…

Program Content:
As we continue our journey down the mountain, we come to the most abused terminolo…

Program Content:
In July 2017, the CFPB issued a final rule that provided many substantive updates …

Program Content:
The only reliable financial information available from many businesses, especially…

Program Content:
Every single day the frontline handles routine matters that can cost your financia…

Program Content:
Loan information on the Call Report provides critical credit information for regul…

Program Content:

The FFIEC released guidance on social media risk management compliance on Dec.&n…

Program Content:

The regulators are continuing on their burden reducing approach and approved mor…

Program Content:

Residential construction lending continues to expand slowly, along with the econ…

At last! On June 24, 2019, the CFPB and the Federal Reserve Board jointly published amendments to Re…

All financial institutions rely on third-party technology vendors to enhance operations and efficien…

Your institution probably receives at least one subpoena, summons, or other type of legal process ea…

This can’t-miss session about traditional and Roth IRA reporting responsibilities will be pres…

The Bank Protection Act (BPA) and implementing regulations specify security officer requirements. Th…

Examiners are focusing on fair lending, discrimination, and Regulation B during heightened audits of…

Does it seem like a secret decoder ring is needed to convert business tax returns to cash flow? The …

It feels as though the risks have never been greater, nor the stakes so high. Cyber-security threats…

The loan information provided in Call Reports allows examiners to review changes, trends, and concen…

Financial institutions have long known they cannot afford to play fast and loose with legal and regu…

Given the rapid changes in the types of electronic payments and devices, there is often confusion re…

Join us for an exceptional session that will update you on many issues facing IRA owners and IRA cus…

There could be danger hiding among your credit reports! The credit reporting function has taken on a…

Your financial institution is asked to open a variety of deposit accounts. There are specific docume…

Join the Enterprise Risk Management Peer Group on Thursday, December 12 in Madison! This new network…

This is our flagship Bank Secrecy Act (BSA)/Anti-money laundering (AML) training event. The program …

This is our flagship Bank Secrecy Act (BSA)/Anti-money laundering (AML) training event. The program …

This is our flagship Bank Secrecy Act (BSA)/Anti-money laundering (AML) training event. The program …

Accounts Receivable and Inventory are the most fundamental form of “Asset-Based” Commerc…

Excel expert David Ringstrom, CPA, takes you beyond the basics of pivot tables in this broad-reachin…

Financial institutions face the unique challenge of complying with state unclaimed property law whil…

In this comprehensive webinar, Excel expert David Ringstrom, CPA, teaches you how many Excel functio…

There has been an explosion of sexual harassment allegations in both the press and in complaints to …

Many customers use trusts to plan for their estate, family, taxes, etc. When opening these special a…

Most of our attention when it comes to mortgage lending compliance is focused on the origination pro…

Program Content:
Regulation D, Regulation E, Regulation CC, Reg GG, Regulation DD

During this pr…

There is an exception to many rules, including ACH.

What is an exception and how do you handle it…

Loan information on the Call Report provides critical credit information for regulators, especially …

Today, someone you have never met walks in with a power of attorney and demands to be added to your …

What?
Both the Equal Credit Opportunity Act (ECOA) and the Fair Credit Reporting Act (FCRA) contain…

If you read the first CFPB enforcement action carefully, it's clear what is being targeted: sale…

Join us for a two-hour webinar on Compliance Management. All banks should have an effective Complian…

With financial institutions increasingly relying on third-party providers to offer their products an…

Lenders are often asked to finance the purchase of an existing business by a new owner. Partici…

Understanding endorsements and handling checks is crucial to making sound check cashing decisions. A…

Spend two hours with an ACH Auditor and hear what she looks for when performing the ACH Audit and AC…

Each of our regulators say this in a similar way, we must understand the security controls of a thir…

The focus of this course will be the activities associated with Qualitative and Quantitative Analysi…

Understanding accounting and financial statement basics is a key skill needed in the Financial Servi…

Have you received emails with overly long recipient lists? Have you struggled through complex emails…

Which regulations apply to commercial loans that are secured by real estate? Are there any exception…

Program Content:
Ironically, when a financial institution learns a deposit or loan customer has die…

The past few years have seen significant developments in real estate appraisals and evaluation rules…

Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex…

Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex…

IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughou…

IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughou…

Community Bankers for Compliance Program - Session III

Quarter 3 Topic: Unfair and Deceptive Acts…

Community Bankers for Compliance Program - Session III

Quarter 3 Topic: Unfair and Deceptive Acts…

New for 2019 - The conference agenda has been expanded to now include breakout sessions for CEOs, CF…

This two-day school curriculum is designed to give you a strong foundation of the various depos…

Bank marketing has undergone radical changes in the past several decades and the financial services …

Join the Enterprise Risk Management Peer Group on Tuesday, October 22 in Eau Claire! This new networ…

Join the Enterprise Risk Management Peer Group on Thursday, August 22 in Brookfield! This new networ…

As “surge deposits” become a thing of the past bankers across the country are observing …

Hemp and products such as CBD oil have become prominent in Wisconsin. In your business, you nee…

The 2019 Secur-I.T. Conference will be held on September 17-18 at the Glacier Canyon Resort and Conf…

The frontline is the first line of defense in identifying and reporting suspicious activity. Therefo…

Regulation E protects consumers from unauthorized ATM and debit card transactions, which imposes man…

Funds transfer fraud causes millions of dollars in losses for businesses. Last year, financial insti…

With over 100 pages of ever-changing instructions and rules, reporting regulatory capital in Call Re…

Electronic banking continues to evolve, and financial institutions must keep pace with technology, r…

The way banks gain new customers is changing. Technology and new industries have entered the marketp…

Consumer debt collection remains a major source of complaints, lawsuits, and enforcement actions aga…

For those who are new to IRAs or need a refresher, this webinar provides the fundamentals of Traditi…

To avoid IRS penalties, financial organizations must use the correct IRA opening documents and those…

This webinar covers both Traditional and Roth IRA contribution issues, including deadlines, limits, …

In years past few bank clients had trusts. That certainly has changed! Not only are trusts quite pre…

The seminar will cover the basics of consumer lending including the consumer loan function, marketin…

This webinar covers the basics of commercial lending and is a must for all new commercial lenders an…

Research shows that employees who are motivated, appreciated and believe in what they do are individ…

This seminar will provide the banker with the basics/refresher of accounting. The seminar will demon…

The 2008-2009 downturn in commercial real estate (CRE) has exposed many weaknesses in bank construct…

The Uniform Credit Analysis (UCA) cash flow model is an important analytical tool provided as output…

Commercial and industrial (C&I) lending is an area of emphasis as banks seek to grow their loan …

With financial institutions increasingly relying on third-party providers to offer their products an…

Prospecting is one of the most difficult things we ask bankers to do. In this seminar Ned Miller exp…

During this program, you will gain a more in-depth knowledge of Cash Management (aka Treasury Manage…

On-boarding is a prime opportunity for employers to win the hearts and minds of new employees. …

Cybersecurity threats continue to rapidly evolve in sophistication and are occurring with increased …

This seminar will provide the banker with a basic framework of business law including the judicial p…

In years past few bank clients had trusts. That certainly has changed! Not only are trusts quite pre…

We see many physical security, risk management, vendor risk, cybersecurity, and user threats in comm…

Building an effective and actionable marketing plan is an important first step for competing in the …

You've been there before, the newspaper deadline is this afternoon and you need an ad... Quick! …

PROGRAM OVERVIEW

Designed by experienced CFOs especially for financial managers, this week-long s…

Flood CMP... those eight letters can cause alarm! Examiners are inspecting flood procedures wit…

This three-day school was developed as an intermediate-level school. Case studies, in-class work, cl…

STAND HEAD AND SHOULDERS ABOVE THE CROWD, ACHIEVE REAL PERFORMANCE IMPROVEMENT, ENERGIZE YOUR CAREER…

On Monday, September 16 from 10:00 am to 4:00 pm, the WBA will be offering an optional hands-on…

New W-9 reflects the new 24% back up withholding rate. During this program, we will do a line-by-lin…

This three-day school curriculum is designed to provide bankers with a basic understanding of the pr…

An Intense Focus on Succeeding at Managing Others

You don’t master the art of supervision t…

This school has been designed to get your personal bankers up to speed quickly by providing them wit…

The 2019 WBA LEAD360 Conference will be held on November 20-21 at Glacier Canyon Lodge at the Wilder…

Are you ready to advance your career by earning a Certified Regulatory Compliance Manager (CRCM) cre…

Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex…

IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughou…