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Upcoming Webinars

CECL Six Part Webinar Series

Michael Umscheid, President/CEO, ARCSys
April 17, 2019 - September 17, 2019

After the financial crisis in 2007-2008, FASB needed to review how institutions estimate losses on their reserve calculations. FASB then issued the final standard in June 2016, commonly known as the current expected credit loss (CECL) model. The CECL standard will require credit unions to measure all expected credit losses for financial assets held at the reporting date based on contractual historical experience, current conditions and reasonable and supportable forecasts. 

Please join Vizo Financial’s CECL partner Michael Umscheid, president/CEO of ARCsys, as he walks through the nuances of the standard, and provides guidance on how your institution can successfully prepare for CECL in this six part webinar series.  

These webinars are designed for all staff who are responsible for CECL within your credit union, or anyone wishing to learn more about CECL. 

The webinars in the series are below. Select the session(s) you would like to attend.

The Effects of Purchased Credit Deteriorated (PCD) on Future Asset Purchases
August 13, 2019 at 10:00 a.m. and 2:00 p.m. 

Disclosure Requirements Under CECL
September 17, 2019 at 10:00 a.m. and 2:00 p.m.

There is no fee to attend these educational webinars, however registration is required. All 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.



Preparing for a More Turbulent Future: How Credit Unions Can Remain Vigilant and Adaptive

Ryan Foss, Senior Director of Incubation, Filene
August 15, 2019 at 2:00 p.m.

The financial industry has long faced change: in technology, consumer preferences, regulation, and new business models. To thrive, credit union leaders, like all financial providers, must scan for shifts in their institutions and markets. To do so, credit union leaders need to master the twin challenges of organizational vigilance (“seeing sooner”) and of adaptive capacity (“acting faster”) as their environments change.

This session will discuss:

  • Keys to vigilant and adaptive organizations
  • What the research is discovering
  • Strategic take aways for credit union leaders

This webinar is designed for all staff wishing to learn more about how credit unions can remain vigilant and adaptive in a turbulent future.

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.




10 Controls for Mitigating Information Security Risks on a Budget

Robert Gentry, information security analyst, Vizo Financial
August 22, 2019 at 10:00 a.m.

No question about it, mitigating potential risks is a top priority for all credit unions. Another is remaining financially stable. But how can you get the best of both worlds and prevent risks on a budget? Vizo Financial’s information security analyst, Robert Gentry, will tell you how! In this session, Robert will share 10 controls that can be implemented quickly and with minimal costs, but will provide big results for your information security program. In addition, you’ll learn best practices and essential policies for your program based on the CIS Controls framework. With these controls and best practices at your disposal, you can make a positive impact to your credit union and membership without the hefty price tag.

This session will cover:

  • 10 controls that can impact your information security program
  • Best practices to minimize exposure
  • Policies needed to protect your financial institution

This webinar is designed for all staff who are responsible for information security and/or risk management within your credit union, or anyone wishing to learn more about information security risks.

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.




What is Loan Participation?

Ra’Shaud Haines, director of business development, LoanStreet
August 28, 2019 at 2:00 p.m.

Are you looking to diversify your loan portfolio, or improve loan-to-share ratio? Then you might want to look into loan participations. Join us to learn the basic requirements for successful loan participations, and discover why they are becoming a fast-growing balance sheet strategy.

This session will discuss:

  • Purpose of loan participations
  • How loan participations work
  • Benefits of loan participations
  • Operational procedures for loan participations
  • Regulatory rules governing loan participations

This session is designed for credit union staff that are responsible for the balance sheet management, or anyone who is interested in learning more about loan participations.

There is no fee to attend these educational webinars, 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.




Streamline Your ACH Reconciliation

Jessica Lelii, EFT Specialist, MY CU Services
September 18, 2019 at 10:00 a.m. and 2:00 p.m.

ACH reconciliation has many variables. What if there was a resource that could provide you access to all of your incoming and outgoing ACH statistics in one place? There is! MY CU Services’ new ACH system’s reconciliation page is a comprehensive resource to meet your ACH reconciliation needs and also aides in researching transactions.

Join Jessica as she reviews the features of this system page, which includes total incoming ACH files, total originated items, and a breakdown of incoming and outgoing items, ACH returns, notifications of change and same day entries. It’s time to make your life easier with the great features of the ACH reconciliation page.

This session will cover:

  • Where to locate incoming ACH files
  • How to research incoming and outgoing transactions
  • Where to locate ACH Returns and Same Day ACH Entries
  • How to determine the status of a file or batch
  • Where to see warehoused items

This webinar is designed for credit unions that utilize MY CU Services’ ACH system and their ACH operations staff and those responsible for ACH reconciliation at your credit union.

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.