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Upcoming Webinars

Automated Clearing House Transactions: (Almost) Everything you Ever Wanted to Know

Melanie L. Vanderau, Esq., Mette, Evans & Woodside
August 27 at 2:00 p.m. ET

Want to gain a better understanding of ACH? This webinar will do it! Learn all about the Automated Clearing House Network and the processes behind it, including Nacha Rules and another applicable regulatory requirements. What types of payments are processed via ACH, and how are these payments processed? What’s the difference between a debit transaction and a credit transaction? Who are the involved parties? And the key question: What happens if something goes wrong? ACH transactions may seem complex, and the goal of this presentation is to demystify the process with helpful, practical information.

This session will:

  • Review Nacha rules and other regulatory requirements
  • Explain the various transactions and their complexities
  • Identify involved parties and their responsibilities

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

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.




How to Navigate the Death of a Member

Melanie L. Vanderau, Esq., Mette, Evans & Woodside
September 3 at 10:00 a.m. ET

You’ve received a call from a family member or maybe an estate attorney, read a member’s obituary in the paper or been informed that a member has passed away. What happens next? This presentation will help you navigate the process of the changed relationship, which is now with your member’s estate. During this session, we’ll consider the following issues and questions: When can your institution pay checks presented against the account? What happens with recurring, pre-authorized ACH transactions? What if there are outstanding loans? Can you exercise the right of set-off? Who is authorized on behalf of the estate? What if the deceased was an authorized signer on a business account? If the deceased was a prolific borrower or depositor, there can be significant risk to a financial institution, especially if heirs are fighting (which they often do). This presentation will give you tips to navigate this process.

This session will:

  • Review the process for a death of a member
  • Explain the various controls for checks, ACH and other transactions
  • Identify involved parties and their responsibilities

This webinar is designed for all credit union staff interested in learning more about how to navigate the death of a credit union member.

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.




Commercial and Consumer Lending: Tricks of the Trade

Melanie L. Vanderau, Esq., Mette, Evans & Woodside
September 10 at 10:00 a.m. ET

Once a loan is approved and underwritten, how does a lender protect itself? No matter how credit-worthy a borrower can seem on the front end, a lender should always prepare for the worst when it’s in the best position to protect itself – at the beginning, before anything goes wrong. The best way to do this is know how to document the transaction in a way that covers all the bases for the lender. Learn the best ways to mitigate lending risk from the perspective of an attorney with lending experience in both a commercial and consumer context on the front-end (documentation) and back end (collection).

This session will go over:

  • Legalities of lender-consumer transactions
  • Documentation strategies to best protect your credit union as the lender
  • Tips for lender protection whether you’re loaning money to a large, complex business or an individual consumer

This webinar is designed for credit union staff responsible for the management and execution of lending and collection process at your credit union, or anyone wishing to learn more about commercial and consumer lending.

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.




ALM: Why We Do What We Do

Melissa Scott, VP of ALM, Vizo Financial
September 23 at 10:00 a.m. ET

Have you ever wondered why we spend so much time and money on managing interest rate risk? Join us for an overview of the U.S. banking system to discover why ALM is important and what historical events caused the origination of the reports we still use today. Once you understand why we do what we do, regulatory reporting will take on a whole new meaning that is beneficial to your credit union.

This session will:

  • Explore the history behind ALM
  • Expose the reasons why we do ALM
  • Explain the benefits of ALM

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.

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.




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.




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.