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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 touch on topics from each of our five pillars (and beyond), 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!

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 2021.

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 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.

The webinars in the series are below.

First Impressions

October 14, 2021 at 10:00 – 11:30 a.m. ET

Difference Makers

October 21, 2021 at 10:00 – 11:30 a.m. ET

Long-Term Impact

October 28, 2021 at 10:00 – 11:30 a.m. ET

Register Now

Meet CUaxis and CU*Answers

Rodney May, chief engagement officer, Vizo Financial
Chris Smigiel, national sales manager, CU*Answers
October 27, 2021 at 10:00 a.m. ET

You know what’s so great about our movement? We all have the same last name…credit union. That means we’re all members of the same community, one where we can support and uplift each other through collaboration. This collaboration is the very reason why Vizo Financial and MY CU Services created CUaxis, and CUaxis collaboration starts with core. Back in 2020, we partnered with CU*Answers for their CU*BASE core processing system. It’s time to start collaborating.

Please join us to learn more about CUaxis and CU*Answers. This 90-minute webinar will provide a quick introduction to CUaxis and CU*Answers. It will explore what it means to partner with a 100% credit union-owned core processing CUSO and will review the technical capacities of the CU*BASE core system.

The following will be covered during the webinar:

  • Who are CUaxis and CU*Answers?
  • CU*Answers business model
  • The CU*BASE core data processing system
  • Built-in analytics and member-facing technologies
  • A la cart business services to help credit unions both survive and thrive

This webinar is designed for anyone who wishes to learn more about credit union collaboration through CUaxis and CU*Answers and/or wants to see a demo of the CU*BASE data processing system.

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

Register Now

Tabletop Exercise - Threats to Your Credit Union Webinar

Mark Clarke, business continuity administrator, Vizo Financial
November 2, 2021 at 2:00 p.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 educational webinar; however, space is limited and registration is required. Please note, this session will NOT be recorded for playback. This session does NOT qualify for CPE credits.

Register Now

Market Update and Outlook for 2022

Fred Eisel, chief investment officer, Vizo Financial
November 18, 2021 at 10:00 a.m. ET

The economy continues to recover slowly from the pandemic and the Fed has recently announced that they plan to begin tapering their balance sheet and have adjusted their rate forecast, 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 2022 with regard to rates, the Fed and the overall economy.

This session will cover:

  • A review of how the economy performed in 2021 and what to expect in 2022
  • Market projections for interest rates in 2022 and the implications
  • What the Fed has in store in 2022 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 2022 and its impact to the credit union industry.

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

Register Now

The Future and Impact of Mobile Banking Apps Webinar

David DeFazio, StrategyCorps partner
December 2, 2021 at 2:00 p.m. ET

How are the hottest mobile banking apps changing the future of financial advice? The secret to future deposit growth lies in understanding the changing role of banking products in the financial lives of today’s consumers and how your credit union can compete and embrace them. Join StrategyCorps partner, Dave DeFazio, for a live look at the tools fintech disruptors have created to help tech-savvy consumers reimagine their everyday banking tasks while enticing them with new places to save their cash. This webinar will also include a demonstration of the BaZing mobile rewards app available to your credit union through Vizo Financial’s partnership with StrategyCorps.

This session will cover:

  • Leading fintech apps use your financial institution’s data to deliver new types of financial advice to your customers.
  • The trickle-down effect of mobile banking is helping the biggest banks widen their lead against community banking institutions.
  • Faster access to paychecks is evolving as a critical banking feature in the gig economy.
  • Demonstration of the BaZing mobile rewards program.

This session is designed for staff responsible for managing the credit union’s mobile and digital presence or anyone wishing to learn more about mobile banking apps and the BaZing mobile rewards program.

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.

Register Now

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