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X-WR-CALNAME:The League - Fostering Financial Wellbeing for All
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UID:12495-1739880000-1830272400@wcul-staging.matrixgroup.net
SUMMARY:Safeguarding Seniors: A Guide for Financial Institutions
DESCRIPTION:This self-paced training is designed to equip financial institutions with essential knowledge and skills to recognize and report financial abuse in later life. Participants will learn to describe various forms of financial abuse\, identify risk factors and potential signs\, and understand the appropriate channels for reporting suspected cases. \nInitially geared for financial planners\, the training developers\, the Department of Financial Institutions (DFI)\, granted permission to adapt the training for financial institutions. DFI is a state-level agency that regulates and oversees financial services to protect consumers and ensure fair practices. They can play a role in addressing and preventing financial abuse by providing resources\, education and enforcement actions. \nThis training is for staff at financial institutions throughout Wisconsin. Financial planners should take the original training\, which is located at the North American Securities Administrators Association (NASAA) website. \nLearning objectives: \n\nDescribe forms of financial abuse\nIdentify risk factors and potential signs of financial abuse\nKnow where to report elder abuse
URL:https://wcul-staging.matrixgroup.net/event/safeguarding-seniors-a-guide-for-financial-institutions/
LOCATION:Webinar
CATEGORIES:On-Demand Webinar
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DTSTART;TZID=America/Chicago:20260129T080000
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LAST-MODIFIED:20260528T150402Z
UID:1366-1769673600-1797505200@wcul-staging.matrixgroup.net
SUMMARY:Branch Manager Boot Camp Series
DESCRIPTION:This exciting\, four-part series focuses on the next generation manager who will be leading the vital transformation to client relationship management and an active advisory environment for the member to achieve financial goals. \nThe program focuses on the critical skills and expectations that need to be developed to ensure that the next generation branch manager will exceed expectations and goals. Participants will engage in small group breakouts called PODs where you’ll work with branch managers from across the country to learn national best practices and expand your network! \nAdditional information/brochure >>
URL:https://wcul-staging.matrixgroup.net/event/branch-manager-boot-camp-series/
LOCATION:Webinar
CATEGORIES:Webinar
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DTSTART;TZID=America/Chicago:20260512T103000
DTEND;TZID=America/Chicago:20261029T150000
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CREATED:20260414T120036Z
LAST-MODIFIED:20260522T192122Z
UID:1371-1778581800-1793286000@wcul-staging.matrixgroup.net
SUMMARY:SalesCU – Credit Union Sales Intensive Online Workshop
DESCRIPTION:The Credit Union Sales Intensive Workshop is a 2-day event for frontline employees and a 3-day event for leaders that provides what your team needs to lead and execute a sales initiative at your credit union. \n \n  \n\nWorkshop Dates (You will select one of these dates) | 10:30 am – 3:00 pm \n\nMay 12-14\, 2026 (Registration closes 4/30)\nAugust 25-27\, 2026 (Registration closes 8/15)\nSeptember 29-October 1\, 2026 (Registration closes 9/19)\nOctober 27-29\, 2026 (Registration closes 10/17)
URL:https://wcul-staging.matrixgroup.net/event/salescu-credit-union-sales-intensive-online-workshop/
LOCATION:Webinar
CATEGORIES:Webinar
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