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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!

Email Compromise Attacks – Don’t be a Victim

Mike Bechtel, information security analyst, Vizo Financial
January 26, 2022 at 10:00 a.m. ET

Email is the way of life now, even more so for those who work remotely. It’s convenient, instantaneous and easier than calling someone on the phone. It’s something financial institutions use every day and have come to depend on. But bad actors know this, and they prey on financial institution’s dependency on emails to conduct business daily.

Did you receive an emergency email from your CFO about a wire that was not sent yesterday? Do you really know if this is coming from your CFO? Or, are you being targeted by a business email compromise (BEC) attack?

While utilizing a variety of tactics and channels, bad actors can find a ways to gain access to your credit union email accounts. These email account compromise (EAC) attacks are only the beginning of the bad news though. How many credit union systems do you log into using your email address? How many emails with members sensitive information are in your inbox? Once the bad actors have access to your credit union email account, the journey from your inbox to monetary fraud losses can be a terrifyingly short one. Join our security team as they explain what these attacks are and how your credit union can defend itself against them.

This session will:

  • Define business email compromise and email account compromise.
  • Explore the innerworkings of business email compromise and email account compromise.
  • Identify strategies your credit union can use as a defense against these attacks.

This webinar is designed for all credit union team members who are responsible for the security of your credit union or anyone wishing to learn more about email compromise attacks.

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

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Having Meaningful Conversations with Employees Webinar

Joe Bertotto, chief culture officer, Vizo Financial
February 15, 2022 at 2:00 p.m. ET

Join Vizo Financial's chief culture officer, Joe Bertotto, as he discusses the importance of meeting regularly with your employees. Every manager will say they talk to their employees many times through the course of the week. While this is typically the case, these conversations usually center on two topics – the work at hand and discussions about things going on in the employee's personal life. Both of these are critically important, but there are many other important facets to the manager/employee relationship. During this webinar, we'll discuss what topics you can add to the conversation which have the greatest impact.

In this session, attendees will learn:

  • Which conversations have the greatest impact on engagement.
  • The most effective way to hold these conversations.
  • How to avoid the pitfalls which can minimize the effectiveness of these conversations.

This webinar is designed for credit union staff that are responsible for managing employees and leading the credit union.

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.

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The World of Faster Payments

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

If 2021 taught us anything, it’s that the world of faster, digital payments is here to stay and will continue to evolve. With FedNow on the horizon and P2P becoming a standard method of payment, is your credit union ready for this new and growing payments world? During this education session, Jessica will discuss a variety of faster payments including Same Day ACH, P2P and FedNow.

This session will discuss:

  • Current faster payment options
  • FedNow and the pilot program with Vizo Financial
  • Things to consider when selecting platforms and services

This webinar is designed for the payments, digital experience and technology staff at your credit union or anyone who wishes to learn more about faster payments.

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, no refunds will be issued. The session will be recorded for on-demand training and 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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Leadership Book Club Webinar Series

Joe Bertotto, chief culture officer, Vizo Financial
March 3, 2022 at 10:00 a.m ET
March 10, 2022 at 10:00 a.m ET
March 17, 2022 at 10:00 a.m ET
March 24, 2022 at 10:00 a.m ET
March 31, 2022 at 10:00 a.m ET

More dates available starting in May.

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.

For your convenience, we will be hosting four book club groups in 2022. Please select the book club group and their respective set of session dates that works best for you. Each book club group will be limited to 25 attendees.

Registrants are required to independently purchase a copy of Picking 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

Balance Sheet Strategies for Any Rate Environment

Lisa Boylen, senior ALM consultant, Vizo Financial
March 16, 2022 at 2:00 p.m. ET

Possible rate hikes in 2022? Yes, it’s definitely on the table according to the Federal Reserve. But now, after sailing aimlessly through a storm of low rates and uncertain finances, credit unions are feeling apprehensive. The storm may be shifting directions, so how can we straighten the course and navigate the still choppy seas? The answer is simple…by understanding balance sheet risks and planning accordingly. Join Lisa as she discusses how to utilize your ALM model effectively and reviews the best strategies for both expected and unexpected rate environments.

This session will cover:

  • Current balance sheet strategies
  • Plan for the unexpected outcomes
  • Utilize the ALM model for your institution regardless of the rate environment

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. 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

The Impact of the FOMC Pivot

Fred Eisel, chief investment officer, Vizo Financial
March 29, 2022 at 2:00 p.m. ET

The Federal Open Market Committee (FOMC) pivoted their monetary policy in late 2021 in an attempt to combat increasing inflationary pressures in the face of an economy still struggling to get past the pandemic. How will the supply and demand imbalances, the onset of the omicron variant, the improved labor markets and the impending rate increases impact credit unions? Join Fred as he takes a look at the current economic landscape and the potential effects on your institution.

In this session, you will learn:

  • Current FOMC economic and policy projections
  • Update on the overall economy
  • Discussion on yield curves and what the remainder of the year may look like given current challenges

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 its impact to the credit union industry.

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

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.

Register Now

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