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Webinar Recordings

Missed an event? That's okay. We've got you covered.

We realize that sometimes schedules don't allow you to attend every event you wish. So as a service to our members, we're providing archived recordings and presentation materials from events in the past year. If you have any questions, please feel free to contact us at marketing@vfccu.org.

Asset Liability Management

Balance Sheet Strategies for Any Rate Environment

Lisa Boylen, senior ALM consultant, Vizo Financial
March 16, 2022

Possible rate hikes in 2022? Yes, it’s definitely on the table according to the Federal Reserve. But now, after sailing aimlessly through a storm of low rates and uncertain finances, credit unions are feeling apprehensive. The storm may be shifting directions, so how can we straighten the course and navigate the still choppy seas? The answer is simple…by understanding balance sheet risks and planning accordingly. Join Lisa as she discusses how to utilize your ALM model effectively and reviews the best strategies for both expected and unexpected rate environments.

View Webinar Recording | Webinar Handout (PDF)

Annual ALM Tune-Up

Lisa Boylen, senior ALM consultant, Vizo Financial
December 16, 2021

Similar to a tune-up we perform on our vehicles, an ALM tune-up ensures our model and associated processes are operating at their full performance potential. With earnings under pressure and lower capital ratios, it is more important than ever for your ALCO to receive the best information possible to assist in making key strategic decisions. It also helps with upcoming regulatory exams. After you have tested and oiled your ALM engine, you’ll be ready to confront the primary issues going into 2022.

View Webinar Recording | Webinar Handout (PDF)

Shifting Perspectives – Dynamic ALM Modeling

Lisa Boylen, senior ALM consultant, Vizo Financial
May 26, 2021

Since the pandemic, we’ve seen deposits surge, excess cash build and pressure on net interest income rise. In this session, we’ll explore dynamic ALM modeling and how it expands our ability to see the possible outcomes of business strategies. This shift in model perspective will give you the tools and understanding to help make better business decisions for improved earnings and capital.

View Webinar Recording | Webinar Handout (PDF)

ALM: Why We Do What We Do

Melissa Scott, VP of ALM, Vizo Financial
September 23, 2020

Have you ever wondered why we spend so much time and money on managing interest rate risk? Join us for an overview of the U.S. banking system to discover why ALM is important and what historical events caused the origination of the reports we still use today. Once you understand why we do what we do, regulatory reporting will take on a whole new meaning that is beneficial to your credit union.

This webinar is for credit union staff who handle the institution’s ALM and balance sheet management responsibilities or anyone who wants to learn more about ALM.

View Webinar Recording | Webinar Handout (PDF)

ALM Basics

Lisa Boylen, senior ALM analyst, Vizo Financial
August 28, 2018

Does your board, ALCO and staff understand the fundamentals of Asset/Liability Management (ALM)? ALM is critical to proper management of financial institution returns and risks. Join Lisa as she explains the basics of interest rate risk, their measurements and reporting.

This webinar is designed for new staff, ALCO or board members that are responsible for managing ALM at the credit union or anyone wishing to have a refresher about ALM.

View Webinar Recording | Webinar Handout (PDF)

CECL

Changes in TDR Disclosures

Mike Umscheid, President/CEO, ARCSys
July 19, 2022

Troubled debt restructuring (TDR) accounting is changing, as well as disclosures for CECL. On March 31, 2022, the Financial Accounting Standards Board (FASB) issued an accounting standards update, which eliminates the TDR accounting model for creditors that have already adopted the current expected credit loss (CECL) model. The decision to eliminate the TDR accounting model is in response to feedback that the allowance under CECL already incorporates credit losses from loans modified as TDRs. So what does all this mean for your credit union? Join Mike Umscheid as he explains what TDR disclosures are and their new requirements.

View Webinar Recording | Webinar Handout (PDF)

CECL Webinar Series: Why Public Banks Primarily Use Discounted Cash Flow and Probability of Default Models

Mike Umscheid, President/CEO, ARCSys
December 14, 2021

For those institutions that have adopted CECL, there are two models that are primarily being used to calculate the CECL allowance. The webinar will focus on best practices for the most used models under CECL and the benefits and costs of these models.

View Webinar Recording | Webinar Handout (PDF)

CECL Webinar Series: The Ins and Outs of Vizo Financial’s CECL Modeling Solution

Casey Tutor, Vice President, ARCSys
December 7, 2021

Vizo Financial partnered with ARCSys Technologies to help credit unions take on the complexities of the new current expected credit loss (CECL) ruling set forth by the Financial Accounting Standards Board (FASB).

View Webinar Recording | Webinar Handout (PDF)

CECL Webinar Series: The Pros and Cons of the Warm Method

Michael Umscheid, President/CEO, ARCSys
November 30, 2021

Since the WARM method was reviewed by the Financial Accounting Standards Board (FASB), many institutions have looked at making this method the primary method for their CECL calculation.

View Webinar Recording | Webinar Handout (PDF)

CECL Webinar Series: Obstacles in Adopting CECL

Michael Umscheid, President/CEO, ARCSys
November 16, 2021

As Banks and larger institutions move to adopt CECL, they are identifying obstacles and issues in the process. This webinar will focus on three key areas and specific model considerations listed below:

  • Obstacles in Implementation
  • Obstacles in complying with audit requests
  • What public banks are finding significant?
  • Specific model considerations

View Webinar Recording | Webinar Handout (PDF)

Understanding Collateral Dependent Loans and Converting Impaired loans at adoption of CECL

Michael Umscheid, President/CEO, ARCSys
March 23, 2021

This session will cover three key CECL topics concerning the removal of "Impaired Loans Concept" and transitioning to the Collateral Dependent Concept as well as converting impaired loans and PCD loans when adopting CECL.

View Webinar Recording | Webinar Handout (PDF)

CECL Basics and Implementation Process

Michael Umscheid, President/CEO, ARCSys
June 18, 2020

Please join Vizo Financial’s CECL partner Michael Umscheid, president/CEO of ARCSys as he discusses the basic requirements of CECL and provides an update to CECL since the standard was issued. This webinar will also examine the timeline on how long it took public companies to adopt CECL.

View Webinar Recording | Webinar Handout (PDF)

Investments

Market Update and Outlook for 2023

Fred Eisel, chief investment officer, Vizo Financial
November 15, 2022

The Fed has been very aggressive in tightening monetary policy, by increasing overnight rates to close to 3% and beginning to allow their balance sheet to shrink. The markets continue to debate how far the Fed will go in trying to control inflation, and if their aggressive stance puts the U.S. economy in a recession. Join Fred as he provides an update on the current economy and what to expect in 2023 with regard to rates, the Fed and the overall economy.

View Webinar Recording | Webinar Handout (PDF)

Investing in a Rising Rate Environment Webinar

Scott Wood, portfolio strategist, Vizo Financial
June 29, 2022

It’s been a while since we’ve operated in a rising rate environment, let alone one that is also battling inflation and residual effects of a global pandemic. Needless to say, investments might look a little different now than they have in years (or maybe even ever). Now that the Fed has announced their intentions to raise rates at a steady pace over the next couple years, it’s time to prepare your portfolio and make changes to your investment strategy. Scott Wood, Vizo Financial’s portfolio strategist, can help you get started on the right path and shed some light on how to invest smartly in this unique rising rate environment.

View Webinar Recording | Webinar Handout (PDF)

The Impact of the FOMC Pivot Webinar

Fred Eisel, chief investment officer, Vizo Financial
March 29, 2022

The Federal Open Market Committee (FOMC) pivoted their monetary policy in late 2021 in an attempt to combat increasing inflationary pressures in the face of an economy still struggling to get past the pandemic. How will the supply and demand imbalances, the onset of the omicron variant, the improved labor markets and the impending rate increases impact credit unions? Join Fred as he takes a look at the current economic landscape and the potential effects on your institution.

View Webinar Recording | Webinar Handout (PDF)

Market Update and Outlook for 2022

Fred Eisel, chief investment officer, Vizo Financial
November 18, 2021

The economy continues to recover slowly from the pandemic and the Fed has recently announced that they plan to begin tapering their balance sheet and have adjusted their rate forecast, which are just a couple of issues presenting challenges to credit unions. Join Fred as he provides an update on the current economy and what to expect in 2022 with regard to rates, the Fed and the overall economy.

View Webinar Recording | Webinar Handout (PDF)

Enhance Your Portfolio by Investing in Mortgage-Backed Securities

Fred Eisel, chief investment officer, Vizo Financial
August 19, 2021

With the current rate environment, many credit unions are looking to diversify their investment portfolio with mortgage-backed securities (MBS). Mortgage-backed securities offer institution investors a variety of options and benefits your credit union may want to consider. Join Fred Eisel in this session to learn more about MBS and how they may be a suitable addition to your credit union’s investment portfolio.

View Webinar Recording | Webinar Handout (PDF)

Riding the Current Investment Roller Coaster

Scott Wood, portfolio strategist, Vizo Financial
February 17, 2021

You know that feeling you get when you’re going downhill on a roller coaster? It’s a rush of chaos with a touch of uncertain fear as you wonder “what happens next”? Well, we’re definitely on the downhill side of rates and investment options, and the ride is starting to become very uncertain. The pandemic has caused a lot of that same chaos in the realm of credit union finance, and it’s left a lot of us wondering what happens next? How will we be able to build our investment portfolio back up? This session, led by portfolio strategist, Scott Wood, will address all those questions and more by looking at the current and projected financial landscape, and what types of investments might help your credit union ride out the twists and turns of this roller coaster so you can stay on track.

View Webinar Recording | Webinar Handout (PDF)

Lending

Offer Education Loans to Your Members with Sallie Mae

Karie Bedford, Sallie Mae
May 11, 2022

Now is the time to start preparing for the rush of students - many of them your members - searching for education loans. As college tuition costs continue to rise, more students are in need of private education loans to help fund the gap between financial aid and college expenses. With the Education Loans from Sallie Mae, in partnership with Vizo Financial, your credit union members can choose from three in-school repayment options to help them pay off their loans faster and save more money compared to the conventional private loan.

View Webinar Recording | Webinar Handout (PDF)

Growing Commercial Services in 2021 and Beyond

Larry Middleman, President/CEO & Founder, CU Business Group
June 17, 2021

Over the past year credit unions have stepped up to help members and local businesses through Paycheck Protection Program loans and other services. As the country begins to open back up, what should credit unions be offering now and going forward?

Join Larry Middleman, CU Business Group President/CEO & Founder, for a look at trends in the industry plus opportunities to serve small businesses and propel your commercial program forward.

View Webinar Recording | Webinar Handout (PDF)

Driving Your Lending Pipeline

Geoff Johnson, President/COO, CU*Answers
December 2, 2020

Driving your lending factory has become increasingly challenging. It requires you to stay top of mind when your members are looking for a loan, and being there at just the right time in their decision making process. Questions you should ask yourself include: Do members know what you offer? Is it an easy process for a member to get a loan with your credit union? What technology can help the credit union be a more effective lender… and can we afford it? Is the credit union missing any low hanging fruit in your existing membership? What new tactics/products are being deployed successfully at other credit unions? This webinar is meant to introduce some tactics that can help you increase your loan portfolio.

View Webinar Recording | Webinar Handout (PDF)

Commercial and Consumer Lending: Tricks of the Trade

Melanie L. Vanderau, Esq., Mette, Evans & Woodside
September 10, 2020

Once a loan is approved and underwritten, how does a lender protect itself? No matter how credit-worthy a borrower can seem on the front end, a lender should always prepare for the worst when it’s in the best position to protect itself – at the beginning, before anything goes wrong. The best way to do this is know how to document the transaction in a way that covers all the bases for the lender. Learn the best ways to mitigate lending risk from the perspective of an attorney with lending experience in both a commercial and consumer context on the front-end (documentation) and back end (collection).

View Webinar Recording | Webinar Handout (PDF)

Payments

Is Your Organization Ready for the FedNow Service in 2023?

Joni Everhart Hopkins, vice president, Federal Reserve Bank of Chicago
November 1, 2022

Will your organization be ready to capitalize on instant payments when the FedNow Service arrives in 2023? This service will enable financial institutions and other service providers to offer innovative instant payments solutions that support a broad range of transaction types and use cases for businesses and consumers alike. Join Joni Hopkins, vice president of Federal Reserve Financial Services, to learn about the FedNow functionality, use case opportunities and research on U.S. instant payments demand. Plus, learn about resources available today to help your organization embrace instant payments transformation with an actionable strategy for FedNow Service implementation.

View Webinar Recording | Webinar Handout

ACH for P2P Transfers: Perils & Protections Webinar

Jessica Lelii, assistant director of education, Macha/PAR
September 7, 2022

Some of the most common ACH questions pertain to consumer person-to-person (P2P) transfers via the ACH Network. Most often, questions have to do with fixing something that went wrong. These problems include fraud, incorrect account numbers and buyer’s remorse, all of which can result in financial losses for your organization.

View Webinar Recording | Webinar Handout

Validate and Verify! The Proper Use of Micro-Entries and Prenotes Webinar

Jessica Lelii, assistant director of education, Macha/PAR
June 23, 2022

With Nacha's new WEB debit account validation rule in place, RDFIs can expect to see an increase in the number of micro-entries and prenotes received. Does your institution know your rights and obligations? In this session, we will explore the proper initiation and handling of micro-entries and prenotes. Properly handling these items can help to reduce the number of future exception items and future headaches.

View Webinar Recording | Webinar Handout

Prepayment and Charge-off Rates: Metrics, Patterns, History Webinar

Douglas Callahan, head of analytics, LoanStreet
May 12, 2022

This educational session will explore the different prepayment and charge-off metrics available and how these metrics generally evolve over the life of different kinds of loans. In addition, Doug will discuss what prepayment and charge-offs have looked like over the past two (tumultuous) years in the credit union space.

View Webinar Recording | Webinar Handout

How to Be the Amazon Prime of Checking

Dave DeFazio, partner, StrategyCorps
April 14, 2022

Consumers have shown that they love to buy and pay for services on a subscription basis (think Amazon Prime, Netflix, Costco and Spotify). Nearly every major industry dealing directly with consumers has adopted this pricing model… except the banking industry.

With the industry’s "revenue recession" due to a net margin squeeze, declining overdraft revenue, and cannibalized debit interchange revenue (by alternative payment methods), financial institutions are looking for new ways to generate consumer-friendly revenue instead of just increasing their fees.

View Webinar Recording | Webinar Handout

Getting Over Overdrafts

Dave DeFazio, partner, StrategyCorps
March 15, 2022

Are overdrafts over?

That’s the one question on the mind of every financial institution. And even if they aren’t over, overdrafts aren’t going to make a comeback. This leads to other questions credit unions may be pondering, as nearly every week, there’s news of financial institutions changing their stance on overdrafts. Join retail banking expert Dave DeFazio as he explores what financial institutions can do to survive and thrive during the impending revenue recession.

View Webinar Recording | Webinar Handout

Reimagining Your NSF Program

Katie Weckler, vice president, revenue, DoubleCheck
Pete Bartolotta, chief information & operations officer, DoubleCheck
Jessica Daughetee, chief marketing officer, DoubleCheck

March 9, 2022

Are you feeling the pressure to make changes to your overdraft and NSF programs, including lowering or eliminating fees? What does the future hold for financial institutions as legislators look to crack down on “exploitative and excessive” overdraft fees? As more and more financial institutions are evaluating their options, now is the time to see how DoubleCheck’s patented solution can make a difference at your credit union.

View Webinar Recording | Webinar Handout

The World of Faster Payments

Jessica Lelii, assistant director of education, Macha/PAR
February 23, 2022

If 2021 taught us anything, it's that the world of faster, digital payments is here to stay and will continue to evolve. With FedNow on the horizon and P2P becoming a standard method of payment, is your credit union ready for this new and growing payments world? During this education session, Jessica will discuss a variety of faster payments including Same Day ACH, P2P and FedNow.

View Webinar Recording | Webinar Handout

2022 ACH Rule Changes and Updates

Jessica Lelii, assistant director of education, Macha/PAR
January 13, 2022

It's that time of year, time to review the upcoming rules changes for ACH. Nacha Operating Rules need to be followed by all financial institutions that process ACH transactions. This webinar will provide the details your credit union needs to stay informed on the ACH payment requirements and remain in compliance with all the changes in 2022. Join Jessica as she reviews current and upcoming Nacha rules.

View Webinar Recording | Webinar Handout

The Future and Impact of Mobile Banking Apps

Dave DeFazio, partner, StrategyCorps
December 2, 2021

How are the hottest mobile banking apps changing the future of financial advice? The secret to future deposit growth lies in understanding the changing role of banking products in the financial lives of today’s consumers and how your credit union can compete and embrace them.

View Webinar Recording

New ACH Meaningful Modernization Rules

Jessica Lelii, product manager, EFT, AAP, Vizo Financial
August 25, 2021

The new ACH Meaningful Modernization Rules go into effect on September 17, 2021. Meaningful Modernization is a group of five new rules from Nacha designed to improve and simplify the ACH user-experience. Join Jessica for this educational webinar to get a thorough understanding of these changes, the impact to your credit union and what you need to do to remain compliant with these amendments.

This webinar is designed for ACH professionals, ACH operations staff, AAPs or anyone who wishes to learn more about these ACH enhancements.

View Webinar Recording | Webinar Handout

Spring Refresher for the Resource Center

Meghan Murphy, resource center expert
Trae Turner, resource center expert

June 8, 2021

Spring is a great time to refresh our memories on all the wonderful features and functionality of the bill payment Resource Center. The bill payment Resource Center is stocked full of items your credit union can use for marketing and communication materials to get your members to enroll in online bill payment and keep them using your service. And it’s easy to get started! Join our Resource Center experts, as they spring into action and demo the latest and greatest customizable email campaigns and more.

View Webinar Recording | Webinar Handout

2021 ACH Rule Changes and Updates Webinar

Jessica Lelii, EFT specialist, AAP, Vizo Financial
January 20, 2021

It’s that time of year, time to review the upcoming rules changes for ACH. Nacha Operating Rules need to be followed by all financial institutions who process ACH transactions. This webinar will provide the details your credit union needs to stay informed on the ACH payment requirements and remain in compliance with all the changes in 2021. Join Jessica as she reviews current and upcoming Nacha rules.

View Webinar Recording | Webinar Handout

How to Navigate the Death of a Member

Melanie L. Vanderau, Esq., Mette, Evans & Woodside
September 3, 2020

You’ve received a call from a family member or maybe an estate attorney, read a member’s obituary in the paper or been informed that a member has passed away. What happens next? This presentation will help you navigate the process of the changed relationship, which is now with your member’s estate. During this session, we’ll consider the following issues and questions: When can your institution pay checks presented against the account? What happens with recurring, pre-authorized ACH transactions? What if there are outstanding loans? Can you exercise the right of set-off? Who is authorized on behalf of the estate? What if the deceased was an authorized signer on a business account? If the deceased was a prolific borrower or depositor, there can be significant risk to a financial institution, especially if heirs are fighting (which they often do). This presentation will give you tips to navigate this process.

View Webinar Recording | Webinar Handout

Automated Clearing House Transactions: (Almost) Everything you Ever Wanted to Know

Melanie L. Vanderau, Esq., Mette, Evans & Woodside
August 27, 2020

Want to gain a better understanding of ACH? This webinar will do it! Learn all about the Automated Clearing House Network and the processes behind it, including Nacha Rules and other applicable regulatory requirements. What types of payments are processed via ACH, and how are these payments processed? What’s the difference between a debit transaction and a credit transaction? Who are the involved parties? And the key question: What happens if something goes wrong? ACH transactions may seem complex, and the goal of this presentation is to demystify the process with helpful, practical information.

View Webinar Recording | Webinar Handout

Explore the Benefits of PayMōli

Eric Dotson, executive vice president, Aptys Solutions
Aaron Russ, product manager, MY CU Services

May 26, 2020

Join us for this webinar to explore the features and functionality of MY CU Services’ newest solution, PayMōli. PayMōli is a brandable P2P app that's safe, easy to implement, and cost effective. With PayMōli, it’s simple for your credit union members to send money to anyone, anytime, using their iOS or Android smartphone or tablet. We’ll also walk through a live demonstration of the PayMōli app.

This session is designed for credit unions interested in learning more about MY CU Services’ P2P solution, PayMōli.

View Webinar Recording | Webinar Handout

Decoding ACH Return Codes Webinar

Jessica Lelii, product manager, EFT, AAP, MY CU Services
May 13, 2020

ACH returns are a typical part of every credit union’s day-to-day tasks. But do you ever wonder to yourself, “um…what return code is this again?” It’s ironic, isn’t it? Here we are, trying to decode the codes we need to use to return an ACH payment. The truth is, they can be a bit confusing sometimes. Not to worry, though, because this session is meant to provide you with a better understanding of return codes so you don’t have to second guess yourself every time.

This webinar is designed for ACH professionals, ACH operations staff, AAPs or anyone who wishes to learn more about ACH.

View Webinar Recording - 1 hour 15 min | Webinar Handout

People Development

The Leadership Challenge

Joe Bertotto, chief culture officer, Vizo Financial
October 25, 2022

Over the last 38 years, authors Jim Kouzes and Barry Posner have been researching the art and science of leadership by interviewing managers on their personal best leadership experience. Based on data from over 7,000 interviews, they have developed a framework that leaders can use as an operating system to create a positive work environment and engage their teams.

View Webinar Recording | Webinar Handout (PDF)

Onboarding in a Box Webinar Series

Jeanne Heath, learning and engagement champion, Vizo Financial

“I’m so glad I made the decision to join this company.” This phrase is music to our ears, and in the best environments, is a tune repeated frequently by employees. A solid onboarding program is the foundation for this continuous melody! This three-part webinar series will provide you with essential information and resources for every stage of the onboarding process, starting from the moment the application is completed and continuing through the first 90 days and beyond.

2022 Onboarding in a Box Recourse Guide (PDF)

First Impressions
August 3, 2022

View Webinar Recording | Webinar Handout (PDF)

Difference Makers
August 10, 2022

View Webinar Recording | Webinar Handout (PDF)

Long-Term Impact
August 17, 2022

View Webinar Recording | Webinar Handout (PDF)

Finding the Best Path for Growth: Strategies for Credit Unions

John Dearing, CFA, Partner & Managing Director, Capstone
July 27, 2022

We all know growth is vital to the success of our organizations, but achieving growth in today’s environment can be challenging. Credit unions today face many issues such as declining fee income and interest income, regulatory hurdles, industry consolidation, economic and political uncertainty, and tough competition. In such an environment, how can you continue to provide value to your members?

View Webinar Recording | Webinar Handout (PDF)

Taming the Tension: How to Reduce Negativity at Work Webinar

Joe Bertotto, chief culture officer, Vizo Financial
May 26, 2022

Everyone dreads coming to work when there’s drama, negativity and tension. As a leader, your role is to minimize what drains the team of energy and fill it with inspiration and motivation to drive commitment and performance. We all know that negativity impacts productivity. There’s no question it needs to be fixed, but how?

View Webinar Recording | Webinar Handout (PDF)

Fintech Partnerships – How Credit Unions Can Find the Best Options Webinar

John Dearing, CFA, Partner & Managing Director, Capstone
April 21, 2022

Our industry is evolving, and credit unions must innovate and adapt to succeed. Fintechs help expand product offerings while providing an enhanced member experience. Join John Dearing for this enlightening session on “Fintech Partnerships,” and set your credit union up for successful growth.

View Webinar Recording | Webinar Handout (PDF)

DEI Deep Dive: Caribbean, presented by Worldwide Foundation for Credit Unions

Ms. Roxann Linton, CEO, First Heritage Co-operative, Credit Union Ltd. from Jamaica
Ms. Denise Garfield, General Manager, Caribbean Confederation of Credit Unions

March 22, 2022

Join the Worldwide Foundation for Credit Unions (WFCU) for a fireside chat-style conversation about DEI from two Caribbean credit union colleagues as they share their unique perspectives on the sector's efforts to advance diversity, equity and inclusion inside and out of Caribbean credit unions. We invite audience participation to share their perspectives back and forth to have an open, honest dialogue about the collective work to be done to advance DEI in credit unions worldwide.

View Webinar Recording | Webinar Handout (PDF)

Having Meaningful Conversations with Employees Webinar

Joe Bertotto, chief culture officer, Vizo Financial
February 15, 2022

Join Vizo Financial's chief culture officer, Joe Bertotto, as he discusses the importance of meeting regularly with your employees. Every manager will say they talk to their employees many times through the course of the week. While this is typically the case, these conversations usually center on two topics – the work at hand and discussions about things going on in the employee's personal life. Both of these are critically important, but there are many other important facets to the manager/employee relationship. During this webinar, we'll discuss what topics you can add to the conversation which have the greatest impact.

View Webinar Recording | Webinar Handout (PDF)

The CARES Act for Credit Unions

John Miller, shareholder, Financial Institutions Group / Doeren Mayhew
Nicole Preston, senior tax manager, Doeren Mayhew

December 9, 2021

There has been a lot of talk in the credit union industry about whether credit unions are eligible to apply for the employee tax credits and there are a number of vendors proposing to assist credit unions for a percentage of the savings. Doeren Mayhew will present the facts regarding the employee tax credits and how to avoid high-risk payments to vendors if your credit union is eligible for the credits.

This session will teach your credit union how to evaluate your eligibility for the CARES Act and provide a cost-effective alternative to file for the tax credits.

This webinar is for the credit union management staff or anyone who wants to learn more about The CARES Act.

View Webinar Recording | Webinar Handout (PDF)

Onboarding in a Box Webinar Series

Jeanne Heath, learning and engagement champion, Vizo Financial

Make the first interactions with new employees count! A solid onboarding program is the foundation for lasting employee engagement, satisfaction and retention. From setting the stage to making an impactful difference to sustained success, this three-part webinar series will provide you with essential information and resources for every stage of the onboarding process.

First Impressions
October 14, 2021

View Webinar Recording | Webinar Handout (PDF)

Difference Makers
October 21, 2021

View Webinar Recording | Webinar Handout (PDF)

Long-Term Impact
October 28, 2021

View Webinar Recording | Webinar Handout (PDF)

Global Bridges Education Series

Mike Reuter, executive director, Worldwide Foundation for Credit Unions
Lena Giakoumopoulos, director, Global Women’s Leadership Network

A lot can be learned from the events that transpired worldwide over the course of last year. From social unrest to a global pandemic, the credit union movement as a whole had to adapt. Now, it’s time to cross the bridge to what lies ahead.

During this series, you’ll explore the beginning of the global credit union system, how the credit union movement responded to COVID-19, the challenges to come, the future of credit union digitalization and DEI on a global stage.

WOCCU History & Trivia
September 21, 2021

View Webinar Recording | Webinar Handout (PDF)

Credit Union Response to COVID-19: What Did We Do, What Did We Learn?
September 28, 2021

View Webinar Recording | Webinar Handout (PDF)

Challenge 2025: The Digitization of Credit Unions Worldwide
October 5, 2021

View Webinar Recording | Webinar Handout (PDF)

DEI in Credit Unions Through the Lens of the Global Women’s Leadership Network
October 12, 2021

View Webinar Recording | Webinar Handout (PDF) | GWLN - Pink Paper (PDF)

A New Collaborative Healthcare Initiative

Jesse Kohl, president, InterLutions
Ryan Staub, credit union practice, Lockton
David Earle, chief revenue officer, WellNet Healthcare

July 20, 2021

Vizo Financial is excited to offer a new collaborative healthcare solution for credit unions through our CUSO partner, InterLutions. By leveraging the collaborative spirit and collective buying power of credit unions, we can deliver enhanced benefits to our employees at lower costs. Now more than ever we need to work together to bend the curve of rising medical insurance costs.

This webinar is designed for staff responsible for employee benefits within your credit union, or anyone wishing to learn more about healthcare.

View Webinar Recording | Webinar Handout (PDF)

Global Regulatory Advocacy

Andy Price, SVP of Global Advocacy for the World Council of Credit Unions
April 20, 2021

Join Andy Price, SVP of Global Advocacy for the World Council of Credit Unions (WOCCU), as he provides an overview of international regulatory standards and how they impact credit unions in the United States. He’ll also discuss the current regulatory environment surrounding global payments, sustainable financing and privacy and open banking. Andy’s presentation will examine why the credit union movement in the United States should care about these current issues across the world.

View Webinar Recording | Webinar Handout (PDF)

Drive Down Healthcare Costs Through Volume and Collaboration

Jesse Kohl, President, InterLutions
March 3, 2021

Vizo Financial’s partner, InterLutions, continues to build collaborative healthcare models to help credit unions reduce risk, recruit talent and drive down medical insurance costs. Join us to learn more about the unique group solutions available from InterLutions through its innovative I-Care service, including an Insurance Captive and an Association Health Plan. The CUSO will also highlight the latest I-Care solutions that help credit unions pool their resources to spread the risk of high-cost claims.

View Webinar Recording | Webinar Handout (PDF)

Moving from Boss to Coach Webinar

Joe Bertotto, chief culture officer, Vizo Financial
July 14, 2020

Today more than ever a manager needs to be a coach to their employees. Gallup research shows that only 23% of employees strongly agree that their manager provides them with meaningful feedback, and only two in 10 strongly agree that their performance is managed in a way that motivates them to do outstanding work.

Coaching goes beyond showing someone how to perform a task. It’s about investing in a person to improve their life, while improving their performance. In this webinar, Joe will provide practical strategies and tactics to accomplish this. Effectively coaching team members means greater levels of commitment and productivity, which is a benefit to any credit union.

View Webinar Recording | Webinar Handout (PDF)

Risk Management

Addressing Elder Financial Abuse

Cindy Hagan, compliance & fraud risk director, Vizo Financial
November 17, 2022

They say age is just a number. But for scammers, age is an opportunity to prey upon a person’s vulnerabilities. That’s why older individuals are most at risk for financial exploitation, and it costs millions (yes, millions) of dollars per year in losses for these individuals. You may be wondering what your credit union can do to help your members fight back against elder financial abuse. That’s what this session is all about! Cindy will walk you through common signs, schemes and suspects to help your staff and your members armor up against elder financial abuse.

View Webinar Recording | Webinar Handout (PDF)

What’s in Your Cybersecurity Toolbox?

Mike Bechtel, information security analyst, Vizo Financial
September 20, 2022

When it comes to cybersecurity, a hammer and saw aren’t going to cut it. While there are a multitude of tools available to aid your credit union with cybersecurity, you may be wondering what are they, where do I find them and how much do they cost? They certainly won’t be laying in a dusty metal box in your garage, but we know just where to look and what will be most useful in different situations. Vizo Financial’s information security analyst, Mike Bechtel, will lead this session on low and no-cost tools credit unions can utilize to enhance their cybersecurity posture. That way, you’re not left wondering what’s in your cybersecurity toolbox, but, rather, what tools you already have that you can leverage to better protect your organization.

View Webinar Recording | Webinar Handout (PDF)

How to Address Risk, Compliance, and Audit Issues with Your Board Webinar

Joe Terry, solutions architect, Ncontracts
July 13, 2022

Board directors are successful and smart businesspeople, but they aren’t typically bankers. They need help understanding the intricacies of financial services—everything from the regulatory environment and expectations to risk management and audit. How can credit union executives effectively work with the board to ensure everyone has the necessary knowledge and resources?

View Webinar Recording | Webinar Handout (PDF)

Making Sense of Suspicious Activity Reporting Webinar

Cindy Hagan, compliance and fraud risk director, Vizo Financial
May 19, 2022

You can’t say compliance without immediately thinking of Suspicious Activity Reporting (SAR), right? If you don’t complete them often, they can seem daunting. When it comes time to complete a SAR and tell the story as to why your credit union has suspicions, what do you include? How do you put together a narrative that is both concise and efficient? That’s what this session is all about! Vizo Financial’s compliance and fraud risk director, Cindy Hagan, will walk you through the necessary components of a SAR, from determination through filing and monitoring.

View Webinar Recording | Webinar Handout (PDF)

Email Compromise Attacks – Don’t be a Victim

Mike Bechtel, Information Security Analyst, Vizo Financial
December 15, 2021

Email is the way of life now, even more so for those who work remotely. It’s convenient, instantaneous and easier than calling someone on the phone. It’s something financial institutions use every day and have come to depend on. But bad actors know this, and they prey on financial institution’s dependency on emails to conduct business daily.

View Webinar Recording | Webinar Handout (PDF)

Arming Up for Elder Financial Abuse

Cindy Hagan, compliance administrator, Vizo Financial
June 15, 2021

They say age is just a number. But for scammers, age is an opportunity to pray upon a person’s vulnerabilities. That’s why older individuals are most at risk for financial exploitation, and it costs millions (yes, millions) of dollars per year in losses for these individuals. You may be wondering what your credit union can do to help your members fight back against elder financial abuse. That’s what this session is all about! Cindy will walk you through the most common signs, schemes and suspects to help your staff and your members armor up against elder financial abuse.

View Webinar Recording | Webinar Handout (PDF)

KUMBAYA! Bringing Together Risk, Compliance and Other Business Units

Michael Berman, CEO, Ncontracts
February 9, 2021

Where does the responsibility of risk managers end and business unit managers, including compliance, begin? The answer is different at every credit union, but there’s one thing that’s non-negotiable: The overlap ensures everyone has a part to play.

During this presentation we’ll explore how to structure leadership to ensure different departments and business lines work together to aid risk management.

Join us as we discuss best practices for creating a harmonious, continuous, and streamlined risk management program that actively interfaces with all relevant areas.

View Webinar Recording | Webinar Handout (PDF)

Managing Coronavirus Risks Department-by-Department for Credit Unions

Michael Berman, Founder and CEO, Ncontracts
March 24, 2020

As the coronavirus spreads across the globe, you must assess the risks of the pandemic and what it could mean for your institutions. From sick staff and IT systems to fluctuating financial markets and the need to maintain critical functions, FIs need to consider how COVID-19 will impact each major department and business line.

During this webinar, Ncontract's Michael Berman will discuss how to assess the operational risks coronavirus poses to your institution.

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Technology

Regaining Your Financial Mojo

David, DeFazio, partner, StrategyCorps
July 29, 2021

When the first so-called “challenger banks” appeared on the scene, they were heralded as “disruptors” who were going to put traditional banks and credit unions out of business. Although that didn’t happen, others like Chime, Dave, Marcus, Earnin, CashApp, and MoneyLion are prospering during the pandemic.

We invite you to join StrategyCorps partner Dave DeFazio as he unveils new market research into the consumer behaviors and attitudes that threaten the roles that community-based financial institutions play, as well as insight into the personal, product, and financial relationships community banks, credit unions, digital banks, and — yes — Big Tech have with their customers and members.

View Webinar Recording | Webinar Handout (PDF)

Meet CUaxis and CU*Answers

Rodney May, chief engagement officer, Vizo Financial
Chris Smigiel, national sales manager, CU*Answers

April 27, 2021

You know what’s so great about our movement? We all have the same last name…credit union. That means we’re all members of the same community, one where we can support and uplift each other through collaboration. This collaboration is the very reason why Vizo Financial and MY CU Services created CUaxis and CUaxis collaboration starts with core. Back in 2020, we partnered with CU*Answers for their CU*base core processing system. It’s time to start collaborating.

Please join us to learn more about CUaxis and CU*Answers. This 90-minute webinar will provide a quick introduction to CUaxis and CU*Answers. It will explore what it means to partner with a 100% credit union owned core processing CUSO and will review the technical capacities of the CU*Base core system.

View Webinar Recording

Share Draft Rewards Program Webinar

David DeFazio, partner, StrategyCorps
February 10, 2021

Generate more fee income for your credit union while providing more savings and rewards for your members. Sound too good to be true? Vizo Financial has partnered with StrategyCorps to offer a share draft rewards program that does just that! In this session we will walk through a live demonstration of the rewards program and how it works.

View Webinar Recording

What to Consider When Changing Core Providers

Scott Collins, EVP – national sales and marketplace relationships, CU*Answers
December 10, 2020

Selecting a core provider is no small task. It requires you to ask lots of questions, do your research, document your current core’s perceived shortcomings and anticipate credit union’s and members’ needs both now and in the future. You must consider the following: what solutions are necessary for the credit union’s daily processing, what tools are available to help your self-service members, whether the processor has the resources to support your credit union’s needs/size and whether the solution is cost-effective for your credit union, among other things. And while there’s no doubt that it is a rigorous process, this webinar is meant to take some of the stress out of it.

View Webinar Recording | Webinar Handout (PDF)

If you require a written transcript for the audio portion of any of our webinar recordings, please contact us at marketing@vfccu.org and we will provide that upon request.

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