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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!

Taming the Tension: How to Reduce Negativity at Work Webinar

Joe Bertotto, chief culture officer, Vizo Financial
May 26, 2022 at 2:00 p.m. ET

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?

In this webinar Vizo Financial’s chief culture officer, Joe Bertotto, will offer suggestions and tools to effectively correct your work environment when negative energy seeps in.

Attendees will learn:

  • How to effectively deal with an employee who is unhappy.
  • How to create a set of tools to build a more positive work environment.
  • How to have conversations that stops negativity.

This webinar is designed for credit union staff that are responsible for managing employees and leading the credit union or anyone wishing to learn more about how to reduce negativity in the workplace.

There is no fee to attend this educational webinar; however, 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 that 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 that attend this live session will receive a certificate of completion and CPE credit.

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Tabletop Exercise - Threats to Your Credit Union Webinar

Mark Clarke, business continuity administrator, Vizo Financial
June 8, 2022 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. Please note, this session will NOT be recorded for playback. This session does NOT qualify for CPE credits.

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

Jessica Lelii, assistant director of education, Macha/PAR
June 23, 2022 at 2:00 p.m. ET

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 reduce future headaches.

This session will cover:

  • Defining of micro-entries and prenotes
  • Appropriate handling of micro-entries and prenotes
  • Returning micro-entries and prenotes

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

There is no fee to attend this educational webinar; however, registration is required. Due to this program being offered free of charge, no refunds will be 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 that 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 that attend this live session will receive a certificate of completion and CPE credit.

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Investing in a Rising Rate Environment Webinar

Scott Wood, portfolio strategist, Vizo Financial
June 29, 2022 at 2:00 p.m. ET

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.

In this session, we will:

  • Discuss rate expectations
  • Review credit union trends
  • Identify what credit unions have been doing to prepare for rising rates
  • Illustrate investment and strategies that make sense in the current rate environment

This webinar is designed for credit union staff responsible for the credit union’s investment strategy and portfolio or anyone who wishes to learn more about investments in a rising rate environment.

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 that 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 that attend this live session will receive a certificate of completion and CPE credit.

Register Now

Leadership Book Club Webinar Series

Joe Bertotto, chief culture officer, Vizo Financial
July 7, 2022 at 2:00 p.m ET
July 14, 2022 at 2:00 p.m ET
July 21, 2022 at 2:00 p.m ET
July 28, 2022 at 2:00 p.m ET
August 4, 2022 at 2:00 p.m ET


How does a leadership book club sound? Join Vizo Financial’s chief culture officer, Joe Bertotto, as he leads a five-week book club and facilitates discussions pertaining to the club's literature, Pick Up the Gum Wrapper: How to Create a Workplace That Increases Performance While Improving Lives. Joe also happens to be the author of this book, which will walk you through three proven steps to building a compelling workplace.

Registrants are required to independently purchase a copy of Pick Up the Gum Wrapper: How to Create a Workplace That Increases Performance While Improving Lives.

Here are some details about the leadership book club:

  • Joe will lead five one-hour sessions per book club group, the dates are listed above
  • All participants will read approximately 50 pages of the book before each session
  • Dialogue about the reading and how to implement those tactics will guide the discussion
  • These highly interactive sessions will be conducted via Zoom, so a camera and audio are REQUIRED for each participant
  • The cost to participate in the book club is $25 per attendee, plus the cost of the book
  • To purchase the book, click here
  • Attendance is limited to 25 attendees per book club group, so register early

This book club series is designed for staff responsible for managing and leading the credit union or anyone wishing to participate in a leadership book club.

There is a $25 fee to attend this educational webinar series plus the cost of the book. Space is limited to 25 attendees per book club group and registration is required. These sessions will NOT 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 that 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 attendee that attend this live session will receive a certificate of completion and CPE credit.

Register Now

BSA/AML Basics Compliance Training

Cindy Hagan, compliance administrator, Vizo Financial
July 7, 2022 at 10:00 a.m. ET

The NCUA requires Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) training each year for credit union personnel. Fulfill this requirement by attending this webinar on the basics of BSA/AML

This session will cover:

  • BSA and AML regulations
  • BSA and AML reporting requirements
  • CTRs, SARs, 314(a) and member identification
  • Changes to and considerations for the compliance landscape

This webinar is designed for all credit union staff who need to complete their yearly BSA/AML training.

The cost for this session is $79.00 per registered attendee. Only registered attendee that attend this live session will receive a certificate of completion. This session will NOT be recorded for playback. This session does NOT qualify for CPE credits.

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

Joe Terry, solutions architect, Ncontracts
July 13, 2022 at 10:00 a.m. ET

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?

Find out during this deep dive into how to work with the board of directors. You’ll come away with insights into:

  • Understanding about the board’s priorities
  • How to speak the board’s language
  • Strategies for helping the board effectively govern your area
  • Delivering actionable reports that make sense to the board
  • Best practices for board training and communication

Don’t miss this opportunity to improve your communication and strengthen your relationship with your board, for the ultimate success of your financial institution.

This webinar is designed for staff who are responsible for working with the board of directors at your credit union.

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 that 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 that attend this live session will receive a certificate of completion and CPE credit.

Register Now

Changes in TDR Disclosures Webinar

Mike Umscheid, President/CEO, ARCSys
July 19, 2022 at 2:00 p.m. ET

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.

This webinar will cover:

  • What is a TDR
  • Differences between new and modified loans
  • Disclosure differences and new disclosure requirements

This webinar is designed for all staff who are responsible for CECL within your credit union, or anyone wishing to learn more about CECL requirements.

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 that 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 that attend this live session will receive a certificate of completion and CPE credit.

Register Now

Finding the Best Path for Growth: Strategies for Credit Unions Webinar

John Dearing, CFA, Partner & Managing Director, Capstone
July 27, 2022 at 2:00 p.m. ET

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?

Fortunately, there are many options for growth for credit unions to consider, including investing in CUSOs, using CUSOs to grow through mergers and acquisitions, proactively seeking ways to generate non-fee and non-interest income, external partnerships and collaborations, and more!

Credit unions that succeed long-term take a proactive approach to seizing these opportunities for growth. Learn how to swiftly implement your growth strategy and position your organization for success.

The following topics will be covered during this educational webinar:

  • How to evaluate and prioritize your options for growth
  • New ways to generate non-fee and non-interest income
  • Using collaborations, partnership, and strategic acquisitions as a growth strategy
  • Exploring CUSO investment opportunities
  • Developing strategic criteria
  • Tools for exploration and execution of a strategic growth plan for your credit union

This session is designed for anyone at the credit union who wishes to learn more about the various growth strategy options available to credit unions.

There is no fee to attend this educational webinar; however, 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 that 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 that attend this live session will receive a certificate of completion and CPE credit.

Register Now

Onboarding in a Box Webinar Series

Jeanne Heath, learning & engagement champion, Vizo Financial

Back by popular demand, Vizo Financial will be offering the “Onboarding in a Box” webinar series in 2022.

“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.

This webinar series is designed for staff responsible for managing the credit union human resources and culture programs or anyone wishing to learn more about employee onboarding.

There is no fee to attend this educational webinar; however, 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 that 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 that attend this live session will receive a certificate of completion and CPE credit.

The webinars in the series are below.

First Impressions
August 17, 2022 at 2:00 p.m ET
Difference Makers
August 24, 2022 at 2:00 p.m ET
Long-Term Impact
August 31, 2022 at 2:00 p.m ET

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