Skip to main content

Upcoming Webinars

Want live education that comes to you? Look no further! Vizo Financial hosts several webinars throughout the year to bring credit unions the training and education they deserve. Look for webinars to cover the foundational components of financial institution operations, featuring expert speakers from our very own staff and our partner organizations. As a bonus, the majority of our webinars are free to credit unions and are recorded for playback. Webinars for the win!

Speedy, Safe, Secure, Smart: Which faster payment is the right one for you? Webinar

Jessica Lelii AAP, APRP, director of education, Macha/PAR
February 8, 2023 at 2:00 p.m. ET

With so many options for faster payments, how do you choose what is the right option for you? In this session, we'll explore the myriad of new and emerging payment types/networks and discuss the steps your institution should take to keep up!

This session will cover:

  • RTP
  • FedNow
  • Same Day ACH
  • other faster payment options

This 90-minute webinar is designed for payment service professionals or anyone who wishes to learn more about faster payments.

There is no fee to attend this educational webinar; however, space is limited and registration is required. Due to this program being offered free of charge, there will be no refunds issued. The session will be recorded for on-demand training, which will be available on the Vizo Financial website 3-5 business days after the live session.

In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

DEI & Creating a Sense of Belonging at Your Credit Union Webinar

Erin Doan, CUDE (she/her/hers), diversity, equity and inclusion director, Vizo Financial
February 14, 2023 at 10:00 a.m. ET

"As human beings, our job in life is to help people realize how rare and valuable each one of us really is, that each of us has something that no one else has or ever will have...It's our job to encourage each other to discover that uniqueness and to provide ways of developing its expression." These are the wise words of Mister Rogers, an icon of kindness and acceptance and, of course, everybody’s favorite neighbor.

What Fred Rogers probably didn’t know was that his words would be so powerful to many, especially since the world has taken a greater interest in understanding diversity, equity and inclusion (DEI). Since the addition of DEI as the credit union movement’s eighth cooperative principle, we have been committed to advancing this idea of inclusion, both within and outside of our institutions. Although we’ve made great strides already, the journey continues as we work to create a sense of belonging among the people we work with and the communities we serve.

The question is how do we keep DEI top of mind and continue to facilitate discussions of acceptance? What are credit unions doing right now that will leave a lasting impact on the future of DEI? And how do we, as a movement, aspire to be the stewards of inclusivity and embrace those unique pieces in all of us that Mister Rogers spoke of? Join this session to find out!

This webinar will cover:

  • The impetus behind the eighth cooperative principle and why credit unions are committed to and working to advanced DEI
  • How to foster a DEI-forward culture through consistent top-down messaging and input from your staff and members
  • Ways to create safe spaces that harbor DEI-related discussions and sharing of resources
  • How to promote your organization and the CU movement as a trusted partner of tolerance and respect within our communities

This webinar is designed for anyone at the credit union who wishes to learn more about diversity, equity and inclusion.

There is no fee to attend this educational webinar; however, space is limited and registration is required. Due to this program being offered free of charge, there will be no refunds issued. This session will also be recorded for playback.

In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Economic Update and What’s in Store for Credit Unions Webinar

Scott Wood, portfolio strategist, Vizo Financial
February 21, 2023 at 2:00 p.m. ET

Ok, we’ll say it…today’s economic landscape is a little complicated. What else would you expect when you mix together inflation, Fed policy, global unrest and the lingering effects of a pandemic? Despite the cocktail of uncertainties and logistics, Scott Wood, Vizo Financial’s portfolio strategist, is taking a wholistic look at the markets and the data to paint a picture of what the economy may have in store for credit unions, as well as their balance sheets.

This webinar will cover:

  • Current economic conditions and predictions for the future
  • The Fed’s latest interest rate move and projections going forward
  • What CUs are doing to maximize investments and liquidity

This session is designed for staff responsible for managing the credit union or anyone wishing to learn more about the state of the economy and its impact to the credit union industry.

There is no fee to attend this educational webinar; however, space is limited and registration is required. Due to this program being offered free of charge, there will be no refunds issued. The session will be recorded for on-demand training, which will be available on the Vizo Financial website 3-5 business days after the live session.

In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Protect Yourself - The Proper Handling of Government Reclamations and Garnishments Webinar

Jessica Lelii AAP, APRP, director of education, Macha/PAR
March 22, 2023 at 2:00 p.m. ET

The improper handling of Death Notification Entries (DNE), Government Reclamations and Garnishments can expose financial institutions to potential significant dollar losses. This session will cover the proper procedures for handling ACH Government Reclamations and the garnishment of accounts receiving federal government ACH benefit payments.

This session will cover:

  • Proper handling of death notification entries
  • Protected funds
  • Federal government reclamations
  • Garnishments

This 90-minute webinar is designed for ACH professionals, ACH operations staff, AAPs or anyone who wishes to learn more about Death Notification Entries and garnishments from an ACH perspective.

There is no fee to attend this educational webinar; however, space is limited and registration is required. Due to this program being offered free of charge, there will be no refunds issued. The session will be recorded for on-demand training, which will be available on the Vizo Financial website 3-5 business days after the live session.

In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Security Threats: Seeing Through the Kaleidoscope of Risk Webinar

Mike Bechtel, information security analyst, Vizo Financial
March 28, 2023 at 10:00 a.m. ET

Remember the awe of looking into a kaleidoscope as a child? All the colors and shapes were mesmerizing. But when you look at it through a more risk-oriented lens, the spectrum really highlights the many threats to your credit union. You can see the various angles and disguises attackers use to try and breach your data in an attempt to make a profit. From ransomware to business email compromise, the number of incidents targeted at financial organizations of all sizes is happening at alarming rates. In this session, Mike Bechtel will discuss the wide spectrum threats to your credit union and how you can protect your information.

This session will cover:

  • Evolution of ransomware
  • Ransomware prevention and best practices
  • Definition of business email compromise and email account compromise
  • Exploration of the innerworkings of business email and email account compromise
  • Consequences of these security threats
  • Identification of strategies your credit union can use as a defense against these attacks

This webinar is designed for all credit union team members who are responsible for the security of your credit union or anyone wishing to learn more about ransomware.

There is no fee to attend this educational webinar; however, space is limited and registration is required. Due to this program being offered free of charge, there will be no refunds issued. The session will be recorded for on-demand training, which will be available on the Vizo Financial website 3-5 business days after the live session.

In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Tabletop Exercise - Threats to Your Credit Union Webinar

Mark Clarke, business continuity administrator, Vizo Financial
June 8, 2023 at 10:00 a.m. ET

A tabletop exercise is a walk-through of emergency procedures with your credit union’s key personnel about what could happen in a real-life incident. This live tabletop will test your credit union’s plans with a “mock” real-world example. How will your team handle the situation? Are you prepared?

This tabletop session is designed for multiple credit union team members to participate together. The session will break periodically for 5-10 minute intervals to allow time for team discussion regarding the tabletop scenario. The goal of this exercise is to test the effectiveness and efficiency of the team and your credit union’s security and risk plans.

There is no fee to attend this educational webinar; however, registration is required.

Tabletop Details

  • This session will NOT be recorded for playback.
  • This session does NOT qualify for CPE credits.
  • No webinar materials or presentations will be made available for this session.
  • This exercise is designed for multiple team members.
  • Certificates of Completion will be awarded to individuals who log in to the live session independently.

Register Now

Tabletop Exercise - Threats to Your Credit Union Webinar

Mark Clarke, business continuity administrator, Vizo Financial
November 2, 2023 at 2:00 p.m. ET

A tabletop exercise is a walk-through of emergency procedures with your credit union’s key personnel about what could happen in a real-life incident. This live tabletop will test your credit union’s plans with a “mock” real-world example. How will your team handle the situation? Are you prepared?

This tabletop session is designed for multiple credit union team members to participate together. The session will break periodically for 5-10 minute intervals to allow time for team discussion regarding the tabletop scenario. The goal of this exercise is to test the effectiveness and efficiency of the team and your credit union’s security and risk plans.

There is no fee to attend this educational webinar; however, registration is required.

Tabletop Details

  • This session will NOT be recorded for playback.
  • This session does NOT qualify for CPE credits.
  • No webinar materials or presentations will be made available for this session.
  • This exercise is designed for multiple team members.
  • Certificates of Completion will be awarded to individuals who log in to the live session independently.

Register Now

Stay Connected!

Be the first to know about upcoming webinars, with announcements sent straight to your inbox!

Subscribe Now