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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.

ARCSys logoARCSys

Back-Testing Your First CECL Year: Assessing the Accuracy and Performance of Your CECL Model

February 28, 2024 – 2:00 PM ET

Are you confident in your CECL model’s accuracy and performance? This CPE-accredited webinar guides you through the crucial process of back-testing, equipping you with the tools and insights to assess your model’s effectiveness and ensure its accuracy in your first year of CECL implementation.

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CUBG logo CU Business Group

Lending to Non-Profits and Charitable Organizations

May 9, 2024 – 11:00 a.m. PT

As non-profits themselves, credit unions understand how important these entities are to our communities. However, lending to non-profits and charities is different than traditional business and commercial lending. In this webinar, CUBG will show you how to approach non-profit loans. We’ll discuss how to analyze cash flow for businesses that aren’t trying to make money, including an overview of fund accounting and industry specific financial analysis you can use to determine loan viability.

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National Business Services Conference

August 26-28 - San Diego, CA
September 23-25 - Asheville, NC

interlutions logo InterLutions/I-care

Why 40 Small Credit Unions Chose a CUSO’s Health Plan

April 16, 2024 – 1:00 p.m. CT

Small employer health plans experienced the highest rate increase in over a decade. Inflation, prescription drugs, and higher labor costs are three primary drivers in the rising rate of medical insurance premiums. A CUSO was formed to help small credit unions deliver quality and affordable health plans to their employees.

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filene logo Filene Research Institute

There are no upcoming education sessions at this time.

ncontracts logo Ncontracts

2024 Regulatory Expectations and Enforcement

February 29, 2024 – 1:00 PM CT

Ncontracts’ regulatory compliance experts are here to answer these questions and more in this webinar. We’ll review recent enforcement actions and regulatory commentary to highlight the most significant compliance risks institutions like yours are facing and show you how to manage them.

Learn More


There are no upcoming education sessions at this time.

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