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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.


September Economic Forecast Webinar

September 30, 2022 at 1:00 p.m. ET

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CU Business Group

Commercial Appraisal Reviews – Performing, Understanding, and Using the Review Webinar

October 6, 2022 at 11:00 a.m. PT

Independent and thorough real estate appraisal reviews are a regulatory requirement and continues to be an area of examiner scrutiny.

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Reassessing and Re-Valuing Collateral During Annual Reviews Webinar

November 3, 2022 at 11:00 a.m. PT

Collateral is likely your secondary source of repayment so knowing the current value is a key part of assessing risk. Collateral re-valuation is a regulatory requirement (and hot button) and an industry best practice. In this session we show how to effectively revalue real estate and assess collateral risk on existing loans.

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interlutions logo InterLutions/I-care

Best Practice Guidelines to Help Credit Unions Evaluate Employee Health Plans

September 20, 2022 11:00 AM - September 20, 2022 11:30 AM Central Time (CST) | Webinar

Credit unions and their employees continue to pay more for health insurance while the carriers continue to profit. To change the course of our employee benefits and medical insurance spending, credit unions need to do something different and better. The power of collaboration among credit unions continues to be a core reason for our success as a movement.

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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).

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