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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!

Global Bridges Education Series

Mike Reuter, executive director, Worldwide Foundation for Credit Unions
Lena Giakoumopoulos, director, Global Women's Leadership Network


A lot can be learned from the events that transpired worldwide over the course of last year. From social unrest to a global pandemic, the credit union movement as a whole had to adapt. Now, it’s time to cross the bridge to what lies ahead.

Mike Reuter, executive director for Worldwide Foundation for Credit Unions, and Lena Giakoumopoulos, director for Global Women’s Leadership Network, are leading that journey with the Global Bridges webinar series, and you’re invited to come along. Join us to gain insight on the impact last year’s events had on the global credit union movement, as well as how we can move forward toward a more connected future.

During this series, you’ll explore the beginning of the global credit union system, how the credit union movement responded to COVID-19, the challenges to come, the future of credit union digitalization and DEI on a global stage.

There is no fee to attend these educational webinars; however, space is limited and registration is required. The sessions will be recorded for playback. These sessions do NOT qualify for CPE credits. All sessions will be conducted via Zoom.

The webinars in the series are below.

WOCCU History & Trivia

September 21, 2021 at 11:00 a.m. – 12:00 p.m. ET

Credit Union Response to COVID-19: What Did We Do, What Did We Learn?

September 28, 2021 at 11:00 a.m. – 12:00 p.m. ET

Challenge 2025: The Digitization of Credit Unions Worldwide

October 5, 2021 at 11:00 a.m. – 12:00 p.m. ET

DEI in Credit Unions through the Lens of the Global Women’s Leadership Network

October 12, 2021 at 11:00 a.m. – 12:00 p.m. ET

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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

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Meet CUaxis and CU*Answers

Rodney May, chief engagement officer, Vizo Financial
Chris Smigiel, national sales manager, CU*Answers
October 27, 2021 at 2:00 p.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 is 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 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.

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.

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