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Partner Education

One of our core values here at Vizo Financial is Continue to Learn, and, as you know, one of the eight cooperative principles is Education, Training and Information. So, it’s safe to say that education is very valuable to us, and we are dedicated to encouraging the educational development of our credit union employees and volunteers. Through Vizo Financial's strategic partnerships, your credit union has access to additional educational resources.

Please note that these education session are being hosted by our partners, not Vizo Financial. If you are interested in attending any of these educational opportunities, please click the learn more button. This will then redirect you to the registration page on the corresponding partner’s website.


December Economic Forecast Update Webinar

December 28, 2022 at 1:00 p.m. ET

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CU Business Group

How to Perform an Accurate and Compliant Real Estate Valuation

December 15, 2022 at 11:00 a.m. PT

The appraisal thresholds have changed and more often credit unions are not required to obtain appraisals for real estate loans. However, you still need to perform some type of valuation to determine the loan to value.

In this webinar, CUBG will walk you through creating a accurate and compliant collateral valuation, from who can prepare it to what the content should be this course will ensure your internally prepared valuations are useful, well-reasoned and meet the criteria outlined by the NCUA and in the Interagency Agreement on Appraisals and Valuations.

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interlutions logo InterLutions/I-care

ERISA is a friend of mine


InterLutions partners with Lockton Companies to enhance credit unions employee benefits programs. Lockton Companies hosts a podcast, ERISA is a friend of mine, that covers employee benefits compliance on Employee Retirement Income Security Act (ERISA).

Target Audience: CEOs of credit unions with 1-25 employees

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A CUSO’s Healthcare Solution for Small Credit Unions Webinar

December 6, 2022 at 1:00 p.m. CST

Small credit unions and their employees continue to pay more for health insurance while the carriers continue to profit. Big insurance brokers struggle to scale down and deliver competitive products to small credit unions. Small insurance brokers often deliver un-tailored products that don’t fit the needs of small employers.

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