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Upcoming Webinars

2021 ACH Rule Changes and Updates Webinar

Jessica Lelii, AAP, product manager, EFT, Vizo Financial
January 20, 2021 at 10:00 a.m. ET
January 20, 2021 at 2:00 p.m. ET

It’s that time of year, time to review the upcoming rules changes for ACH. NACHA Operating Rules need to be followed by all financial institutions who process ACH transactions. This webinar will provide the details your credit union needs to stay informed on the ACH payment requirements and remain in compliance with all the changes in 2021. Join Jessica as she reviews current and upcoming NACHA rules.

This session will cover:

  • Expanding Same Day ACH
  • Supplementing Fraud Detection Standards for WEB Debits
  • Supplementing Data Security Requirements
  • Limitation on Warranty Claims
  • Reversals and Enforcement
  • Meaningful Modernization

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 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




KUMBAYA! Bringing Together Risk, Compliance and Other Business Units

Michael Berman, CEO, Ncontracts
February 9, 2021 at 2:00 p.m. ET

Where does the responsibility of risk managers end and business unit managers, including compliance, begin? The answer is different at every credit union, but there’s one thing that’s non-negotiable: The overlap ensures everyone has a part to play.

During this presentation we’ll explore how to structure leadership to ensure different departments and business lines work together to aid risk management. We’ll address:

  • Risk management’s overlap with key areas including compliance, IT, and marketing
  • How to ensure the collection of all pertinent information to aid decision making
  • Balancing the push and pull of varying priorities
  • Strategies for working collaboratively
  • Best practices for creating a risk management culture

Join us as we discuss best practices for creating a harmonious, continuous, and streamlined risk management program that actively interfaces with all relevant areas.

This webinar is designed for all staff who are responsible for risk management within your credit union, or anyone wishing to learn more about the responsibilities of risk management.

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




Riding the Current Investment Roller Coaster

Scott Wood, portfolio strategist, Vizo Financial
February 17, 2021 at 2:00 p.m. ET

You know that feeling you get when you’re going downhill on a roller coaster? It’s a rush of chaos with a touch of uncertain fear as you wonder “what happens next”? Well, we’re definitely on the downhill side of rates and investment options, and the ride is starting to become very uncertain. The pandemic has caused a lot of that same chaos in the realm of credit union finance, and it’s left a lot of us wondering what happens next? How will we be able to build our investment portfolio back up? This session, led by portfolio strategist, Scott Wood, will address all those questions and more by looking at the current and projected financial landscape, and what types of investments might help your credit union ride out the twists and turns of this roller coaster so you can stay on track.

This session will cover:

  • The current economic environment
  • The current rate environment
  • Rate projections
  • Investments recommendations for the current and projected rate environment

This webinar is designed for credit union staff responsible for managing the credit union’s investment portfolio or anyone wishing to learn more about portfolio strategies.

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




Drive Down Healthcare Costs Through Volume and Collaboration

Jesse Kohl, President, InterLutions
March 3, 2021 at 2:00 p.m. ET

Vizo Financial’s partner, InterLutions, continues to build collaborative healthcare models to help credit unions reduce risk, recruit talent and drive down medical insurance costs. Join us to learn more about the unique group solutions available from InterLutions through its innovative I-Care service, including an Insurance Captive and an Association Health Plan. The CUSO will also highlight the latest I-Care solutions that help credit unions pool their resources to spread the risk of high-cost claims.

This webinar is designed for staff responsible for employee benefits within your credit union, or anyone wishing to learn more about healthcare options.

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




Understanding Collateral Dependent Loans and Converting Impaired loans at adoption of CECL

Mike Umscheid, President/CEO, ARCSys
March 23, 2021 at 10:00 a.m. ET

This session will cover three key CECL topics concerning the removal of “Impaired Loans Concept” and transitioning to the Collateral Dependent Concept as well as converting impaired loans and PCD loans when adopting CECL.

Key concepts discussed during this session include:

  • Understanding why impaired loans are not part of CECL and how and when to utilize the Collateral Dependent Concept
  • Discuss the process to convert impaired loans when adopting CECL and why not all impaired loans will convert.
  • Gain an understanding of how Purchased Credit Deteriorated Loans will convert to pool loans or collateral dependent loans at adoption and the underlying accounting

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

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




Sallie Mae Education Loan Refresher

Karie Bedford, Sallie Mae
April 21, 2021 at 10:00 a.m. ET

If your credit union is on the Sallie Mae education loan program through Vizo Financial and would like a refresher on the program prior to the rush of student loan season, this 30-minute webinar is for you. Join Karie from Sallie Mae as she provides a refresher course on the Sallie Mae Education Loan products and demonstrates the marketing resources available to your credit union.

This session will cover:

  • Demonstration of the marketing materials
  • Refresher on how the program works
  • Tips to increasing member awareness

This session is designed for credit unions already enrolled in the Vizo Financial Sallie Mae program and the staff responsible for the implementation and promotion of Sallie Mae.

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




Offer Education Loans to Your Members with Sallie Mae

Karie Bedford, Sallie Mae
April 28, 2021 at 10:00 a.m. ET

Now is the time to start preparing for the rush of students - many of them your members - searching for education loans. As college tuition costs continue to rise, more students are in need of private education loans to help fund the gap between financial aid and college expenses. With the Education Loans from Sallie Mae, in partnership with Vizo Financial, your credit union members can choose from three in-school repayment options to help them pay off their loans faster and save more money compared to the conventional private loan.

This session will cover:

  • Benefits to offering the Sallie Mae education loan program
  • How the program works
  • Implementation and training process

This session is designed for credit unions looking to offer an education loan program and the staff responsible for the implementation and promotion of the Sallie Mae partnership or anyone looking to learn more about the Vizo Financial Sallie Mae program and partnership.

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




Leadership Book Club Webinar Series

Joe Bertotto, chief culture officer, Vizo Financial
May 12, 2021 at 2:00 p.m. ET
May 18, 2021 at 2:00 p.m. ET
May 25, 2021 at 2:00 p.m. ET
June 2, 2021 at 2:00 p.m. ET
June 10, 2021 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, Picking 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.

Here are some details about the leadership book club:

  • Joe will lead five one-hour sessions, dates 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 held via Zoom, so a camera and audio are required for each participant
  • The cost to participate is $25 per attendee, plus the cost of the book.
  • Attendance is limited to 25, so register early

This webinar 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. Space is limited to 25 attendees 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.

If your credit union would like to establish a leadership book club for your credit union only, please contact the marketing team at marketing@vfccu.org.

Register Now