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
December Quarterly Economic Update
December 20, 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.
CU Business Group
Growing Deposits with Business Loans
December 4, 2025 at 11:00 a.m. PTLearn how to better connect loans and deposits from the beginning to deepen business member relationships. From including the value of deposits as part of the interest rate to structuring the loan based on obtaining deposits, this webinar covers what you need to know to grow business deposits from new and existing loan relationships.
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
Mortgage Complaints: Connecting the Dots
November 18, 2025 at 1:00 p.m. CTIn this session, we’ll connect the dots between mortgage complaint trends, operational realities, and practical strategies to make complaint management more effective and less painful.
From Risk Signal to Action: Turning Complaints Into Your Competitive Advantage
November 20, 2025 at 1:00 p.m. CTCustomer acquisition costs hundreds of dollars. Losing one costs thousands. Yet most financial institutions treat complaints as regulatory paperwork instead of what they really are: early warning signals that a relationship is at risk. In this webinar, we'll move beyond checkbox compliance and show you how to build a complaint management program that doesn't just meet regulatory expectations — it actively protects customer relationships, reduces attrition, and gives you actionable intelligence your competitors are missing.
Whether you're refining a mature program or building one from scratch with limited resources, you'll walk away with practical strategies to turn complaint data into measurable improvements.
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