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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 email@example.com.
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.
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.
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.
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.
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.
Are you counting down to the official implementation of the new CECL rule? It may be right around the corner, and you may have already poured a lot of time and research into your preparations, but that doesn’t mean there isn’t still more to learn. Like anything else, CECL is bound to evolve and make accommodations for a financial future that we have yet to experience. What your credit union can do to be ready for any changes that come about is to educate your staff on and incorporate best practices for CECL. Join us as we discuss some of the most useful best practices you can implement now and use to your advantage as CECL transforms in the future.
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.
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.
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).
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.
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:
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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).
Let's get a jump on 2023! The ACH Network is constantly evolving and updating the Rules. Join us to hear what's happening in 2023 and the steps your organization needs to take to be prepared.
International ACH Transactions (IAT) have specific handling requirements which are mandated by the Nacha Operating Rules and OFAC. This session will give you step by step procedures on how to handle your IAT entries, focusing on suspect and return entries. Proper handling of IATs can save your financial institution time and money along with minimizing your risk.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Leadership, by definition, takes people to places they haven’t been before. While we may have many changes taking place in our credit union, how many are meaningful? Meaningful change impacts employees, the organization and our members in positive ways. Meaningful change requires a long-term vision, alignment and action. This magical combination is difficult to properly execute, but when done well, it has the power to transform lives. Join Vizo Financial’s chief culture officer, Joe Bertotto, as he provides insight into effectively creating change that has the power to truly make a difference.
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.
“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.First Impressions
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?
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?
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.
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.
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.
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.
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
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
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.
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.
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.
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.
In the modern world, cyber-attacks are inevitable. They come in like a fast-moving storm, ominous and forceful, sometimes when you least suspect it. And then, when the clouds disperse and the skies clear, the aftermath of lost/stolen data, networks in jeopardy and reputational damage is all that's left…unless you have a solid defense system, that is. That's where DefenseStorm comes in.
This webinar will introduce you to Vizo Financial's newest partner and cybersecurity solutions provider, DefenseStorm. Join us to learn about the CyberFraud and CyberSecurity services now available to your credit union through our partnership. We'll even walk you through a live demo of how these solutions work to better protect your credit union from any cyber storm that comes your way.
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.
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.
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?
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.
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.
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.
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.
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.
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.
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.
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.
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.
If you require a written transcript for the audio portion of any of our webinar recordings, please contact us at firstname.lastname@example.org and we will provide that upon request.