Partner and Industry 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
Navigating CECL Uncertainty: Mastering Sensitivity Analysis and Volatility Management
May 27, 2025 – 2:00 p.m. ETUnderstanding CECL volatility and sensitivity analysis can be complex and involves significant judgment, making CECL estimates susceptible to both internal and external factors. In this session, we will delve into the critical aspects of sensitivity analysis and volatility management within the CECL framework. We will explore practical techniques for conducting sensitivity analysis, interpreting the results, and developing strategies to manage the volatility inherent in CECL modeling. While there will always be some amount of volatility, this session will equip attendees with the tools and knowledge to build more robust and reliable CECL models, enhancing their understanding of potential risks and improving decision-making.
June Quarterly Economic Update
June 30, 2025 – 2:00 p.m. ETARCSys provides this quarterly webinar to support the quarterly review of economic and employment forecasts to be utilized in CECL models. We will discuss the economic environment and specific forecasts of economic and employment indicators. The webinar will also provide numerous public economic forecasts from various organizations to help you determine the correct directions of your forecast for variables you are utilizing in your CECL model.
ALM Reimagined: The ARCSys Blueprint
July 28, 2025 – 2:00 p.m. ETIn today’s dynamic financial environment, effective Asset Liability Management (ALM) is paramount for the health and profitability of any financial institution. This webinar provides a comprehensive exploration of ALM principles, techniques, and best practices. We will delve into the core components of a robust ALM framework, including balance sheet analysis, interest rate modeling, liquidity forecasting, and regulatory considerations.
CU Business Group
National Business Services Conference
June 2-4, 2025 – Boston, MASeptember 29 - October 1, 2025 - San Diego, CA
CUBG’s National Conference is dedicated to bringing credit union commercial services professionals together for top-notch education and networking.
CU Pride
There are no upcoming education sessions at this time.
DefenseStorm
There are no upcoming education sessions at this time.
InterLutions/I-care
There are no upcoming education sessions at this time.
Filene Research Institute
Ncontracts
Navigating Change: Building an Agile Change Management Program Webinar
May 29, 2025 at 1:00 p.m. CTChange is constant—whether it’s a new system, regulation, process, or vendor. But without a structured way to manage it, even small changes can lead to confusion, risk, and compliance gaps. In this session, we’ll explore how to build a change management program that’s both structured and agile — designed to keep your institution responsive, risk-aware, and in control. You’ll learn how to align change management with risk and compliance processes, avoid common pitfalls, and get everyone rowing in the same direction when change hits.
Third-Party Risk Management Boot Camp
June 24-26, 2025 – VirtualJoin our bootcamp to discuss the latest trends and show you just “how” to accomplish some of the most challenging vendor risk management tasks.
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