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Showing 58 items
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Seminar
Branch Manager Boot Camp: Leading Service Excellence
Webinar
The Evolving Role of the Branch Manager
The 2021 Branch Manager Boot Camp will include …
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Seminar
Branch Manager Boot Camp: Business Development
Webinar
The Evolving Role of the Branch Manager
The 2021 Branch Manager Boot Camp will include …
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Seminar
New Accounts Series: Regulatory Alphabet for Deposit Accounts
Webinar
Do you know the ABCs of opening new deposit accounts? Which regulations apply? What docume…
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Seminar
The TRID Dirty Dozen: Navigating the Landmines
Webinar
TRID continues to top the list of the most cited violations. The issues may be as small as a missed …
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Seminar
Family-owned and Closely Held Bank Strategic Retreat
Conference
Presented by the Wisconsin Bankers Association, in partnership with the Illinois Ban…
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Seminar
Handling POAs & Living Trust Documents for Deposit Accounts & Loans
Webinar
How much power is in that power of attorney? Do you know the different types and what they can …
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Seminar
Improving Call Report Efficiency: Documentation, Accuracy & Common Errors
Webinar
Could your Call Report process benefit from a fresh dose of efficiency? This timely webinar will inc…
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Seminar
Credit Analysis Series: Debt Service Coverage Calculations in Underwriting
Webinar
Many community financial institutions rely on traditional EBITDA analysis in determining borrower re…
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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
Supervisor Boot Camp
School
An Intense Focus on Succeeding at Managing Others
You don’t master the art of supervision t…
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Seminar
Personal Banker School
School
This school has been designed to get your personal bankers up to speed quickly by providing them wit…
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Seminar
Consumer Real Estate Loans
Webinar
Overwhelmed by the 2014 CFPB changes and the subsequent TRID requirements, many lenders grew to drea…
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Seminar
Protecting Your Salaried-Exempt Status
Webinar
The Department of Labor changed the rules for salaried-exempt employees. Employers made major effort…
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Seminar
BSA Series: Job-Specific BSA Training for the Frontline
Webinar
Are you on the frontline? Those who are literally on the frontline of the financial industry ar…
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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…
Tuesday, November 2, 2021 9:00 AM WBA Engagement Center, 4721 S Biltmore Lane, Madison, WI 53718 View Event -
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
Advanced Financial Statement & Cash Flow Analysis Workshop
Seminar
Attend this proactive workshop and learn a “comprehensive approach” to financi…
Wednesday, September 15, 2021 8:00 AM MI Bankers Association Office OR Livestream via Zoom View Event -
Seminar
Credit Analysis Basics
Webinar
Attend this proactive webinar and learn how banks make lending decisions based on the five (5) C&rsq…
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Seminar
Commercial Lending School
School
Newly revised this year, incorporating on-demand virtual training along with classroom instruction a…
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Seminar
10 Practices To Create and Present Engaging Training
Webinar
Five of our best practices will enhance your technical skills. All five techniques are surprisingly …
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Seminar
ABA Online Training: Introduction to Agricultural Lending
Webinar
This nine-week online course has been designed to provide students with a basic overview of the agri…
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Seminar
CRE Appraisals: Components, Approaches to Value & Cap Rates
Webinar
Commercial real estate (CRE) appraisals can be lengthy and very detailed. Want to navigate to key se…
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Seminar
Writing an Effective Credit Memorandum
Webinar
After a detailed credit analysis of a loan request has been performed, it's now time to communic…
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Seminar
The Right of Setoff
Webinar
"Right of Setoff" is used frequently in the banking industry when trying to collect on pas…
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Seminar
Open-Ended Lines of Credit - Compliance Issues
Webinar
Complying with the open-ended provisions of Regulation Z is a complicated issue. There are many intr…
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Seminar
ABA Online Training: Consumer Lending
Webinar
This 16-week online course is ideal for those new to consumer lending, as well as current lenders wh…
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Seminar
Comparing Regulation E with Visa & Mastercard Rules
Webinar
Issuing a Mastercard or Visa-branded debit card means you’re governed by the brand’s ope…
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Seminar
Advanced Tax Return Analysis Workshop
Seminar
This workshop will provide the banker with several advanced tax return concepts and related ana…
Thursday, September 16, 2021 8:00 AM MI Bankers Association Office OR Livestream via Zoom View Event -
Seminar
Advertising Compliance
Webinar
Advertising compliance is often a challenge for many institutions. Marketing personnel aren't al…
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Seminar
Secur-I.T. & BSA/AML Conference
Conference
NEW IN 2021: The 2021 Secur-I.T. Conference is now combined with the annual BSA/AML Conference!…
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Seminar
Strategic Loan Pricing
Webinar
With intense competition to capture loans, plus ever-changing levels of interest rates, it is import…
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Seminar
Management Conference
Conference
Join WBA and your fellow banking peers from across Wisconsin for the return of our in-person WB…
Monday, September 13, 2021 5:30 PM Lambeau Field, Hyatt Regency Green Bay & KI Convention Center View Event -
Seminar
Excel: Filtering and Slicing Data
Webinar
When users are unaware of ways to benefit from Excel’s filtering features, they can spend a gr…
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Seminar
Construction Loans: Cost Overruns, Delays & Occasional Disasters
Webinar
Construction loans have always increased risk for financial institutions. And with the current chall…
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Seminar
New ACH Meaningful Modernization Rules Effective September 17, 2021
Webinar
Modernization is coming to the ACH consumer authorization process, effective Sept. 17, 2021.&nb…
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Seminar
Record Retention: What to Keep and Why!
Webinar
Record retention compliance is crucial. In developing an effective records retention and destru…
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Seminar
Maximizing Cyber Security Soundness & Minimizing Incidents
Webinar
Cybersecurity is top of mind throughout the financial industry. Today’s news is filled with st…
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Seminar
Critical CIP & CDD Issues: Compliance, Beneficial Ownership & FAQs
Webinar
Do you really know your account holder? How can you be sure? What does it take to comply w…
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Seminar
Credit Risk Management First Aid Kit
Webinar
Credit risk administration is one of the most important functions of a financial institution because…
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Seminar
Dealing with Difficult Customers: 5 Foolproof Techniques
Webinar
Ever see a human thundercloud? Is it walking toward you? Learn to meet such a challenge pr…
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Seminar
Survey Says! The Top 10 Reasons Businesses Move Their Accounts
Webinar
While turmoil is bad for institutions about to lose commercial customers, it is a golden opportunity…
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Seminar
Loan Underwriting 101: Interviewing, Credit Reports, Debt Ratios & Regulation B
Webinar
If you’re new to the underwriting process, this webinar is designed just for you!
Thi…
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Seminar
Total TRID Training - Four Part Series
Webinar
The Truth In Lending/Real Estate Settlement Procedures Integrated Disclosures (TRID) requirements ar…
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Seminar
Total TRID Training - Part I
Webinar
This 4 part webinar series will be held on August 4th-6th and 10th. Please register for this event H…
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Seminar
Total TRID Training - Part II
Webinar
This 4 part webinar series will be held on August 4th-6th and 10th. Please register for this event H…
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Seminar
Total TRID Training - Part III
Webinar
This 4 part webinar series will be held on August 4th-6th and 10th. Please register for this event H…
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Seminar
Total TRID Training - Part IV
Webinar
This 4 part webinar series will be held on August 4th-6th and 10th. Please register for this event H…
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Seminar
Banking Cannabis Businesses: FinCEN Guidance, Due Diligence Policies and Procedures and Risk Management
Webinar
Although marijuana remains a Schedule I substance federally, thirty-four states have now legalized e…
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Seminar
Servicemember Issues: The Military Lending Act & SCRA
Webinar
Servicemember issues have been in the news for a few years now. Financial Institutions have been tak…
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Seminar
Auditing BSA - New Chapter Revisions
Webinar
An effective testing program is paramount to your compliance management system.
Self-testing can …
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Seminar
Advanced Financial Statement Analysis
Webinar
The session will begin with analyzing the four financial statements- Income Statement, Statement of …
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Seminar
Opening Trust Accounts
Webinar
Many customers use trusts to plan for their estate, family, taxes, etc.
When opening these specia…
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Seminar
De-Risking Customers - Where Are We?
Webinar
If you have ever said, “We don’t bank ____”. You may be guilty of de-risking.
T…
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Seminar
Auditing Real Estate Loans Boot Camp
School
The 2021 WBA Auditing Real Estate Loans Boot Camp will be held October 12 through October 14 at the …
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Seminar
Advanced C&I and CRE Lending Workshop
Seminar
This program will begin with a brief overview of Commercial and Industrial (C&I) loan produ…
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Seminar
In-House Legal Counsel Webinar Series
Webinar
A NEW webinar series focused on your bank's in-house legal counsel!
The WBA In-Hous…
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Seminar
Bank Trainers Conference & Expo
Conference
The Bank Trainers Conference and Expo is an annual educational event that brings together hundreds o…
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Seminar
Directors Summit
Seminar
September 28, 2021
Holiday Inn
Stevens PointSeptember 29, 2021
DoubleTree by Hilton Madison E…