HOME > Learn > CU Board Training Presentations

CU Board Training Presentations





We have designed a program that brings the education to you in an online format. We provide webinars on topics designed specifically for Credit Union Boards of Directors to enable them to meet their annual training requirements. Since the programs are recorded, you have the flexibility to view the programs at your Board meetings or make them available to your directors prior to the meeting.

Bond & Yield Curve Basics
Fred Eisel l Chief Invesetment Officer l Vizo Financial

This session will go over basic information on bonds and yield curves.
Webinar Recording Link
Bond & Yield Curve Basics Presentation
Fred Eisel| Chief Investment Officer| Vizo Financial

This session will discuss what prepayments are and the basic causes of prepayments. We will also review the risks of prepayments with certain investments and how we measure and monitor investment prepayments.


Webinar Recording Link
Prepayments Presentation

Wanda Downs, AAP| Corporarte Account Manager| Vizo Financial


Webinar Recording Link
Credit Union Vocabulary 101

FPR-Important Ratio's to Consider
Melissa Scott, CPA | VP, ALM Services | Vizo Financial


Webinar Recording Link

The History of Corporate Credit Unions
David Brehmer | Presidnet | Vizo Financial


Webinar Recording Link
The History of Corporate Credit Unions

An Introduction to Enterprise Risk Management
Mark Brown | CFO | Vizo Financial


Webinar Recording Link
An Introduction to Enterprise Risk Management

Enriching the Lives of Children in the Carolinas-21 years of Credit Union Philanthropy

John McGrail | President/CEO | Carolinas Credit Union Foundation(CCUF)


Webinar Recording Link
Enriching the Lives of Children in the Carolinas-21 years of Credit Union Philanthropy

The Journey of Credit Unions Through Time

Kecia Brooks | Member Education Specilaist | Vizo Financial

ID Theft & Fraud
Wanda Downs | Corporate Account Manager | Vizo Financial

Key Economic Indicators (Part 2)
Fred Eisel | Chief Investment Officer | Vizo Financial

This session will continue the discussion of key economic indicators your institution needs to be aware of.

Key Economic Indicators
Fred Eisel | Chief Investment Officer | Vizo Financial

This session will discuss and review key economic indicators your institution needs to be aware of.

The Role of the Federal Reserve
Fred Eisel | Chief Investment Officer | Vizo Financial

This session will discuss the role the Federal Reserve plays in the financial system and the effect it has on your credit union.

Understanding the ACH Network

This session will provide an introduction to the ACH Network and ACH Payments and will help you learn the roles and responsibilities of ACH participants, and how the ACH Network supports payments and information.

Measuring & Monitoring Interest Rate Risk
Lisa Boylen | Senior ALM Analyst | Vizo Financial

This session will explain the three common methods of measuring interest rate risk: (1) Static GAP Analysis, (2) Economic Value, and (3) Income Simulation.

Interest Rate Risk: The Basics Every Director Needs to Know
Lisa Boylen | Senior ALM Analyst | Vizo Financial

This session will help you identify the risk associated with changes in interest rates and help you gain a better understanding of the various sources of interest rate risk.  These risks include: (1) Repricing Risk, (2) Basis Risk, (3) Yield Curve Risk, and (4) Option Risk.

ALM: What Is It & How it Relates to your Institution
Lisa Boylen | Senior ALM Analyst | Vizo Financial

ALM is one of the most important tools in financial management.  This session will help you gain a better understanding of Asset-Liability Management (ALM).

Funding & Liquidity Essentials
David Brehmer | President | Vizo Financial

In light of recent regulatory updates, this session has been updated since originally airing in February 2014.

The Importance of the Investment Portfolio
Fred Eisel | Chief Investment Officer | Vizo Financial

This session will help you understand the basic investment-related responsibilities of the Board, Management, and Supervisory Committee.  It will help identify the reasons for investing, the types of risks involved with investing, and what types of investments are permissible.

Funding & Liquidity Essentials
David Brehmer | President | Vizo Financial

Mismanaging liquidity risk can potentially leave your credit union in a very fragile state. This session will help you identify the important components associated with liquidity and funding risk and how to make sound strategic decisions.

BSA & OFAC
Nadine Whitehead | Vizo Financial

This session will provide an overview of the BSA and OFAC regulations, as well as an overview of the common mistakes credit unions make in attempting to comply with the complicated requirements.

Ratios, Risks and Internal Controls
Mark Brown | Chief Financial Officer | Vizo Financial

This session will discuss the key ratios every director should know about their institution.  We will also discuss risk management practices and describe the various types of risk every insitution faces.

Understanding the Income Statement: What You Need to Know
Mark Brown | Chief Financial Officer | Vizo Financial

As a continuation to understanding the Balance Sheet, understanding the Income Statement is the next step to insuring a full understanding of your credit union's financial reports. This session will help you understand what income statements really mean and the financial ratios you should monitor during the course of the year.

Understanding the Balance Sheet: What You Need to Know
Mark Brown | Chief Financial Officer | Vizo Financial

Every director has an obligation to understand their credit union's financial condition. This session will help you understand what balance sheets really mean and the financial ratios you should monitor during the course of the year.