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Upcoming Webinars

Sallie Mae Education Loan Refresher

Lindsay Striegel, Sallie Mae
April 18, 2019 at 2:00 p.m. ET

If your credit union is on the Sallie Mae education loan program through Vizo Financial and would like a refresher on the program prior to the rush of student loan season, this webinar is for you. Join Lindsay from Sallie Mae as she provides a refresher course on the Sallie Mae Education Loan products and demonstrates the marketing resources available to your credit union.

This session will cover:

  • Demonstration of the marketing materials
  • Refresher on how the program works
  • Tips to increasing member awareness

This session is designed for credit unions already enrolled in the Vizo Financial Sallie Mae program and the staff responsible for the implementation and promotion of the Sallie Mae.

There is no fee to attend this educational webinar, however registration is required. This session will be recorded for playback. This session does NOT qualify for CPE credits.



Offer Education Loans to Your Members with Sallie Mae

Lindsay Striegel, Sallie Mae
April 23, 2019 at 2:00 p.m. ET

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.

This session will cover:

  • Benefits to offering the Sallie Mae education loan program
  • How the program works
  • Implementation and training process

This session is designed for credit unions looking to offer an education loan program and the staff responsible for the implementation and promotion of the Sallie Mae partnership or anyone looking to learn more about the Vizo Financial Sallie Mae program and partnership.

There is no fee to attend this educational webinar, however registration is required. This session will be recorded for playback. This session does NOT qualify for CPE credits.



Managing Your Vendor Relationships

Belinda Mumma, enterprise risk management coordinator, Vizo Financial
May 16, 2019 at 2:00 p.m. ET

Working with a third-party vendor is an artful process of negotiation, defining roles and keeping a good rapport over the course of the contract. The key is managing your vendor relationships. A good relationship will mean better service and fewer issues along the way for your credit union. The question, then, is how can you achieve those good relationships to ensure your bases are covered and your services operate well? Join Belinda Mumma as she walks you through the process of effective vendor management.

This session will cover:

  • A discussion on governance and processes
  • Things to consider when selecting vendors
  • Managing vendor contracts
  • Managing vendor risk
  • Managing vendor relationships and performance

This webinar is designed for credit union staff responsible for enterprise risk management and/or vendor management, or anyone who wishes to learn more about managing vendor relationships.

There is no fee to attend this educational webinar; however, space is limited and registration is required. This session will be recorded for playback. In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour.



ACH Death Notification Entries: Don’t Fear the Reaper

Jessica Lelii, EFT Specialist
May 21, 2019 at 10:00 a.m. ET

Death is one of the two certainties in life, so it’s inevitable that your credit union will have to deal with Death Notification Entries (DNEs) at some point. From an ACH perspective, there are certain guidelines and ways of handling payments when an account holder is deceased. The trick is making sure you follow those guidelines appropriately to avoid losses and minimize liability. But how? This session will cover the process for handling DNEs, government versus commercial reclamations, DNE returns procedures and more. With all this information, you won’t have to fear the reaper. Instead, your credit union will be able to handle DNEs without worrying about liability issues and risks.

This session will cover:

  • DNE Guidelines and Timeframes
  • Government Reclamations
  • Partial Returns
  • Ways to Limit Liability

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

There is no fee to attend this educational webinar, however registration is required. This session will be recorded for playback. In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour.



Portfolio Strategies in an Uncertain Rate Environment

Fred Eisel, chief investment officer, Vizo Financial
May 23, 2019 at 10:00 a.m. ET

As 2018 was coming to an end, market expectations were calling for the Federal Reserve to continue increasing overnight rates two to three more times to fend off rising inflation. This scenario was abruptly halted after their last rate increase in December, as inflation remains allusive. Now, as we approach the second half of 2019, the Fed doesn’t appear to be in any hurry to increase overnight rates and the yield curve remains flat.

So what's next? Are rates heading higher, remaining flat and unchanged, or is there a recession coming our way in the next few years that may have rates heading lower and the Fed implementing their first rate cut? We will discuss probable rate scenarios for 2019 and various strategies to help your credit union manage this uncertain rate environment.

This session will cover:

  • The current rate environment
  • Rate scenarios for 2019
  • Portfolio strategies

This webinar is designed for credit union staff responsible for managing the credit union’s investment portfolio or anyone wishing to learn more about portfolio strategies in the current rate environment.

There is no fee to attend this educational webinar; however, space is limited and registration is required. This session will be recorded for playback. In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour.



Fast Track for Small Businesses…The Core of Credit Unions

Larry Middleman, president/CEO, CU Business Group
June 5, 2019 at 2:00 p.m. ET

Looking for a quick and efficient way to process small loans for business members at your credit union? Join Larry Middleman, CEO of CU Business Group, and learn how you can say “yes” to your members faster and more easily with CUBG’s new Fast Track small loan program. Hear how you can originate these small loans in the branch, extending your credit union’s business lending capabilities and helping you efficiently serve this key market segment.

This session will cover:

  • Benefits of the Fast Track program
  • Eligible loans types
  • Business lending capabilities

This webinar is designed for credit union staff responsible for the institution’s lending program or anyone who wishes to learn more about the Fast Track small loan program.

There is no fee to attend this educational webinar, however registration is required. Space is limited. This session will be recorded for playback. This session does NOT qualify for CPE credits.



Tabletop Exercise –Threats to Your Credit Union

Mark Clarke, Business Continuity Administrator, Vizo Financial
June 11, 2019 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 is a tabletop session designed for multiple credit union team members to participate together. The goal of this exercise is to test the effectiveness and efficiency of the team and your credit union’s security and risk plans. The session will break periodically for 5-10 minute intervals to allow time for team discussion regarding the tabletop scenario.

Please only register one individual for your credit union’s team participation.

There is no fee to attend this webinar tabletop, however registration is required. This session will NOT be recorded for playback. This session does NOT qualify for CPE credits.



Top 10 ALM Comments from Examiners

Lisa Boylen, senior ALM analyst, Vizo Financial
June 19, 2019 at 2:00 p.m.

It’s time for your ALM exam. You’ve made your preparations, you’ve got all your ducks in a row…you think. Despite your efforts, the examiner still comes back with comments. Don’t worry, your credit union is not the only one to hear these things, which begs the question…what are the most frequent comments from ALM examiners? Senior ALM analyst, Lisa Boylen, will walk you through the top 10 examiner comments and best practices to avoid being on the receiving end.

This session will discuss:

  • Examiner comments from real-life scenarios
  • Key areas of focus for examiners
  • Things you can do to prevent negative feedback on your exams
  • The importance of exam preparations and meeting the requirements of the exam request list

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 exams.

The cost for the session is $79 per registered attendee. Each registered attendee will receive a certificate of completion. Space is limited and registration is required. This session will be recorded for playback. In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour.