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Upcoming Webinars

Onboarding in a Box Webinar Series

Jeanne Heath, learning and engagement champion, Vizo Financial
First Impressions
October 22 at 10:00 a.m. ET

Difference Makers
October 28 at 10:00 a.m. ET

Long-Term Impact
November 4 at 10:00 a.m. ET

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 of the onboarding process.

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 these educational webinars; however, space is limited and registration is required. These sessions 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 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.

Register Now




Tabletop Exercise - Threats to Your Credit Union

Mark Clarke, business continuity administrator, Vizo Financial
November 5 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.

Please note, this session will NOT be recorded for playback. This session does NOT qualify for CPE credits.

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The Ins and Outs of Vizo Financial’s CECL Modeling Solution

Mike Umscheid, President/CEO, ARCSys
November 10 at 2:00 p.m. ET

Join Mike Umscheid of ARCSys, as he examines the features and functionality of Vizo Financial’s CECL Modeling Solution powered by ARCSys. This webinar will be a demonstration of the CECL solutions offered by Vizo Financial through our partnership with ARCSys.

This session will cover:

  • How Vizo Financial holds your hand throughout the implementation process
  • A demonstration of the data loading and modeling process
  • How Vizo Financial supports your annual update of your models
  • Reporting and analytics

These demo webinars are designed for all staff who are responsible for CECL within your credit union, or anyone wishing to learn more about Vizo Financial’s CECL solution.

There is no fee to attend this educational webinar; however, space is limited and registration is required. This session will be recorded for playback.

Register Now




Market Update and Outlook for 2021

Fred Eisel, chief investment officer, Vizo Financial
November 12 at 10:00 a.m. ET

The economy continues to recover slowly from the virus shutdown earlier in the year, and the Fed appears to be on hold for years to come, 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 2021 with regard to rates, the Fed and the overall economy.

This session will cover:

  • A review of how the economy performed in 2020 and what to expect in 2021
  • Market projections for interest rates in 2021 and the implications
  • What the Fed has in store in 2021 given the current economic climate

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 outlook for 2021 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. 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 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.

Register Now




Driving Your Lending Pipeline

Geoff Johnson, President/COO, CU*Answers
December 2 at 2:00 p.m. ET

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.

This session will cover:

  • Getting more loan penetration from your current members
  • Technology that can help your credit union say “Yes” while the member is engaged and in a buying mood
  • Establishing a “train schedule” of lending activities to keep the pipeline full

This webinar is designed for credit union staff responsible for the development and execution of the credit union’s lending strategies or anyone wishing to learn more about lending tactics to increase the credit union’s loan portfolio.

There is no fee to attend these educational webinars; however, space is limited and registration is required. These sessions 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 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.

Register Now




What to Consider When Changing Core Providers

Scott Collins, EVP – national sales and marketplace relationships, CU*Answers
December 10 at 10:00 a.m. ET

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.

This session will cover:

  • Strategies in selecting a provider
  • Key aspects of a core banking upgrade
  • Questions to ask potential core processors

This webinar is designed for credit union staff who work with and assist with the credit union’s selection process of a core provider.

There is no fee to attend these educational webinars; however, space is limited and registration is required. These sessions 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 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.

Register Now