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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 cover the foundational components of financial institution operations, 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!

Logical Friction in Electronic Payments - Controlling Error and Fraud in Electronic Payments Webinar

Jessica Lelii, director of education, PaymentsFirst
April 24, 2025 at 10:00 a.m. ET

This session dives into the concept of logical friction in electronic payments, exploring the delicate balance between robust security measures and a smooth user experience. We'll define logical friction and explain how it impacts the electronic payments journey. We will explore how to deploy a multi-layered security approach, including multi-factor authentication, dual control, behavioral analytics, fraud checks, user education and more. Join us to stay ahead of the curve in the evolving landscape of online fraud prevention and discover strategies to implement security measures without sacrificing convenience.

This session will discuss:

  • The need for friction in electronic payments
  • Multi-layered security needs for your credit union members
  • Online fraud prevention and security strategies for electronic payments

This 90-minute webinar is designed for payments professionals, operations staff, compliance staff or anyone who wishes to learn more about controlling error and fraud in electronic payments.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who 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 who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Quarterly Economic Insights Webinar

Scott Wood, SVP/chief investment officer, Vizo Financial
May 6, 2025 at 2:00 p.m. ET

We can all agree that the economy and the markets are unpredictable. So, what can we do? We can use the insights we have through trends, expert opinions, past performance in similar situations and so on to make educated predictions. That’s what these quarterly sessions are all about – sharing our insights to help your credit union achieve financial fortitude, regardless of what may actually happen in the future.

Each quarter, Scott Wood, Vizo Financial’s SVP/chief investment officer, along with other Vizo Financial experts, will examine the financial landscape and discuss topics at each session based on the current environment.

These topics may include:

  • Economic insights and trends
  • Market and ALM projections
  • Inflation
  • Rates
  • Liquidity
  • And other timely financial topics

This session is designed for staff responsible for managing a 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. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who 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 who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Payments Basics for Frontline Staff Webinar

Randall C. Traynham, director of education, PaymentsFirst
May 13, 2025 at 2:00 p.m. ET

This session equips frontline staff with essential knowledge of payment operations, helping them confidently manage everyday transactions and customer inquiries. Participants will gain a solid foundation in payment processes, payment types and procedures for handling common requests.

This webinar will cover:

  • Understanding Payment Flows: Frontline staff will learn how payments move through the financial system, from initiation to settlement. The session will break down the typical steps for various payment methods, including ACH, card transactions, checks and wire transfers, focusing on processing timelines and key touchpoints.
  • Identifying Different Types of Payments: Participants will explore how to recognize and categorize payments such as ACH credits and debits, card payments, checks and wires. The session will highlight the distinctive features, purposes and common use cases of each type to enhance staff’s ability to support customers accurately and efficiently.
  • Handling Stop Payment Requests: This section will guide staff through the process of managing stop payment requests, including how to identify eligible transactions, verify customer information and process the request correctly. The importance of compliance with bank policies and timelines will be emphasized, along with tips for minimizing errors.

This webinar will provide participants with the tools and insights needed to navigate these advancements, positioning them to capitalize on the latest technologies and trends in the fast-changing world of card payments.

This 90-minute webinar is designed for frontline staff, payments professionals, operations staff or anyone who wishes to learn more about payments.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who 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 who attend this live session will receive a certificate of completion and CPE credit.

Register Now

AI and Machine Learning in Fraud Detection Webinar

Shyam Menon, director of fraud, DefenseStorm
May 14, 2025 at 2:00 p.m. ET

The use of artificial intelligence (AI) and machine learning (ML) are revolutionizing fraud detection and prevention in real-time. Companies are developing adaptive models that learn from evolving fraud patterns.

In this session, will delve into how AI-powered anomaly detection techniques are transforming security systems, enabling organizations to identify and combat fraud faster and more accurately than ever before.

This session will discuss:

  • Harnessing AI and ML for real-time fraud detection
  • Building an adaptive fraud prevention system with machine learning
  • AI ethics and bias in fraud prevention

This session is designed for security professionals and credit union leaders looking to strengthen their fraud prevention systems using AI and machine learning.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who 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 who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Connect with Andi

Andi Crockett, MYCU Services
May 15, 2025 at 1:00 p.m. ET
August 21, 2025 at 1:00 p.m. ET
November 13, 2025 at 1:00 p.m. ET

Have questions about ACH return codes, ISO 20022, FedNow and more? Connect with Andi during these one-hour sessions! This dedicated time is for anyone at your credit union to drop in and ask questions, discuss concerns, or get feedback on ACH, Domestic and International Wires, Foreign Check Collection and Instant Payments. These meetings will be held via Zoom and registration is required at least 30 minutes prior to each meeting. These sessions do not qualify for CPE credits.

Andi Crockett is the product manager of EFT at Vizo Financial and their payment CUSO, MY CU Services. Her role involves developing and implementing EFT services — including ACH for Business, ACH Contingency, ACH Receipt & Returns, ACH Originations, ACH Settlement, Domestic and International Wires, Foreign Check Collection and Instant Payments.

These sessions are designed to give attendees the opportunity to ask Andi questions about ACH, Domestic and International Wires, Foreign Check Collection and Instant Payments. There will not be a formal presentation during the meetings. To participate in these sessions, you will need to have working computer audio capabilities, including a microphone and either speakers or headphones.

Register Now

Meet CUaxis and the CBX System Webinar

Jaime E.S. Agostino, VP – sales, marketing and education, Vizo Financial
Ashley Aubele, core solutions account manager, CUaxis

May 28, 2025 at 2:00 p.m. ET

Back in 2020, Vizo Financial and our payments CUSO, MY CU Services, partnered with CU*Answers for their CBX core processing system. Our goal was to create a core processing community where we can support and uplift each other through collaboration. This collaboration is the very reason Vizo Financial and MY CU Services created CUaxis, which is a community that connects credit unions with a whole host of resources to stay firmly on the cutting edge. From this central hub, you can find all the products and services that meet your credit union’s core processing needs and beyond.

Please join us to learn more about CUaxis and CBX core processing system. This 60-minute webinar will provide a quick introduction to CUaxis and CBX. 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 CBX core system.

This session will provide information on:

  • The CUaxis core community
  • The features and functionality of CBX
  • Additional resources available through the CUaxis community

This session is designed for credit unions considering a change in core processing systems or anyone wishing to learn more about the CUaxis network and community.

There is no fee to attend this educational webinar; however, registration is required. 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. This session does NOT qualify for CPE credits.

Register Now

Optimizing Vendor Management: Key Strategies for Framework, Implementation and Effective Oversight Webinar

Belinda Mumma, enterprise risk management director, Vizo Financial
June 3, 2025 at 10:00 a.m. ET

Whether you're working with new vendors or managing existing partnerships, this session will equip your credit union with the tools and knowledge to ensure success. Join us for an in-depth webinar on vendor management best practices. We’ll explore key strategies to optimize vendor relationships from start to finish. Don’t miss out on this opportunity to streamline your vendor management processes and enhance your credit union’s business operations.

This session will discuss:

  • Developing a Strong Framework: Learn how to establish a solid foundation for managing vendors, aligning your strategy with organizational goals.
  • Effective Implementation: Best practices for onboarding, integrating, and working with vendors to drive performance and value.
  • Contract Review and Negotiation: Gain insights into creating clear, concise contracts and navigating negotiations for mutually beneficial terms.
  • Monitoring and Reporting: Explore methods for ongoing vendor performance tracking, including key metrics and reporting techniques to ensure compliance and quality.
  • Terminating Vendor Relationships: Understand the best practices for ending a vendor relationship professionally and legally when necessary.

This webinar is designed for all credit union team members who are responsible for vendor management at their credit union or anyone wishing to learn more about vendor management.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who 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 who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Tabletop Exercise - Threats to Your Credit Union Webinar

Mark Clarke, business continuity administrator, Vizo Financial
June 5, 2025 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 tabletop session is designed for multiple credit union team members to participate together. The session will break periodically for 5-10 minute intervals to allow time for team discussion regarding the tabletop scenario. The goal of this exercise is to test the effectiveness and efficiency of the team and your credit union’s security and risk plans.

Tabletop Details:

  • This session will NOT be recorded for playback.
  • This session does NOT qualify for CPE credits.
  • No webinar materials or presentations will be made available for this session.
  • This exercise is designed for multiple team members.
  • Certificates of Completion will be awarded to individuals who log in to the live session independently.

There is no fee to attend this educational tabletop exercise; however, registration is required.

Register Now

The Credit Union Impact: Past, Present and Future Webinar

Jeanne Heath, director of engagement & learning, Vizo Financial
Melanie Lambie, senior human resources generalist, Vizo Financial

June 11, 2025 at 10:00 a.m. ET

Are you new to the credit union movement or just curious about how credit unions make an impact every day? Join us as we take a deep dive into the rich history, core values and bright future of credit unions. This session will provide foundational knowledge, resources and inspiration for all employees looking to become better informed and more engaged in the credit union movement. Whether you're just starting out or looking to expand your understanding, you’ll walk away with valuable insights and tools to make a positive impact.

During this session, we’ll explore:

  • The Past: Discover the history of credit unions and how they differ from traditional banks, with real-life testimonials and engaging video clips. Learn key credit union terms and concepts along the way.
  • The Present: Dive into the cooperative principles that still guide credit unions today, including developmental issues and the role of Credit Union Service Organizations (CUSOs) and Corporate Credit Unions
  • The Future: Explore where the credit union movement is headed and what emerging trends we need to focus on to stay relevant in an evolving financial landscape.
  • Resources: Find out how to deepen your involvement in the credit union movement through programs like Credit Union Development Educator (CUDE), Global Women’s Leadership Network (GWLN) and more.

This webinar is perfect for new employees, those responsible for building an onboarding process or anyone eager to learn more about the credit union difference.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who 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 who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Understanding ACH Timeframes Webinar

Allen Young, VP, education, PaymentsFirst
June 17, 2025 at 10:00 a.m. ET

This session provides a thorough overview of the essential timeframes associated with ACH transactions, helping participants grasp processing windows, settlement times and distinctions between Same-Day and standard ACH payments. This knowledge is crucial for managing customer expectations and ensuring smooth transaction operations.

The session topics include:

  • Fundamental timeframes in ACH transactions
  • Same-Day vs. standard ACH payments
  • Impact on customers and financial institutions
  • Best practices for ACH timeframe management

This 90-minute webinar is designed for payments professionals, ACH and operations staff, compliance staff or anyone who wishes to learn more about ACH timeframes.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who 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 who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Protecting Your Members from Elder Financial Abuse Webinar

Cindy Hagan, VP, compliance and fraud risk, Vizo Financial
June 18, 2025 at 10:00 a.m. ET

They say age is just a number. But for scammers, age is an opportunity to prey upon a person's vulnerabilities. That's why older individuals are most at risk for financial exploitation, and it costs millions (yes, millions) of dollars per year in losses for these individuals. You may be wondering what your credit union can do to help your members fight back against elder financial abuse. That's what this session is all about! Cindy will walk you through common signs, schemes and suspects to help your staff and members armor up against elder financial abuse.

This session will answer:

  • What is elder financial abuse?
  • Who is at risk for abuse, neglect and exploitation?
  • What are the types of elder financial abuse?
  • What can financial institutions do?
  • Why does elder abuse remain such an “invisible” problem?
  • What resources are there for employees, members and other concerned parties?

This webinar is designed for credit union staff in leadership roles — such as managers — as well as those in compliance, training and fraud. Anyone else wishing to learn more about elder abuse is invited to attend as well.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who 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 who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Assessing Risk in Emerging Technologies Webinar

John Cuneo, SVP/chief risk officer, Vizo Financial
June 25, 2025 at 2:00 p.m. ET

As artificial intelligence (AI) continues to reshape our industry, credit unions must navigate the complexities of risk assessment in this rapidly evolving landscape. Join John Cuneo as he provides insights on how to proactively identify, evaluate and mitigate these risks while ensuring the responsible development and deployment of AI technologies. Join us to understand the challenges and opportunities of AI and how to manage its risks effectively.

In this session, we’ll explore:

  • The key risks associated with AI adoption
  • A review of ethical concerns and data security
  • Regulatory challenges

This webinar is designed for all credit union security and risk professionals, IT managers or anyone wishing to learn more about emerging technology like AI.

There is no fee to attend this educational webinar, however registration is required. 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 standards of the National Registry of CPE Sponsors, CPE credits have been 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

Understanding ACH Operations Webinar

Joy Babcock, director of education, PaymentsFirst
July 8, 2025 at 10:00 a.m. ET

This session will provide a comprehensive introduction to the ACH Network.

Key topics that will be discussed include:

  • Roles of key participants
  • ACH processing flow
  • Transaction types and flows
  • Handling returns and exceptions
  • Regulatory and compliance considerations
  • Practical insights and best practices

This 90-minute webinar is designed for individuals new to ACH operations or those seeking to enhance their understanding of the ACH system's fundamentals, compliance rules and best practices.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who 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 who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Managing in an Ever-Changing World Webinar

Joe Bertotto, SVP/chief culture officer, PaymentsFirst
July 9, 2025 at 10:00 a.m. ET

In 500 B.C., the Greek philosopher Heraclitus said, “There is nothing permanent except change.” Even though those words were spoken over 2,700 years ago, they’ve never been more relevant than they are today. From transformations in technology and member habits to major updates in monetary policy and regulations, change is thrust upon us at a rapid and complex pace. Navigating those changes, while helping our team members deal with these disruptions, can be a daunting task.

Join Vizo Financial’s SVP/chief culture officer, Joe Bertotto, as he discusses time-tested approaches to managing the impact of change on yourself and your team so you can not only survive the changes you encounter, but thrive in the disruptive nature of today’s ever-evolving workplace.

During the webinar you will learn:

  • How to use a practical model to diagnose how effectively people are processing change.
  • The most important leadership characteristic in times of change.
  • Four of the most critical actions you can take as a leader to move your team through periods of change.

This webinar is designed for credit union managers or anyone wishing to learn more about leadership and the challenges we face in an ever-changing world.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who 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 who attend this live session will receive a certificate of completion and CPE credit.

Register Now

BSA/AML Basics Compliance Training Webinar

Cindy Hagan,VP, compliance and fraud risk, Vizo Financial
July 15, 2025 at 2:00 p.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 attendees who attend this live session will receive a certificate of completion or CPE certificate. This session will NOT be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who 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 who attend this live session will receive a certificate of completion and CPE credit.

Register Now

The ABCs of SECs Webinar

Jessica Lelii, director of education, PaymentsFirst
July 16, 2025 at 2:00 p.m. ET

This session provides a comprehensive overview of Standard Entry Class (SEC) codes used in ACH transactions, highlighting their specific purposes and authorization requirements. Participants will gain insights into the significance of SEC codes in ensuring compliance and effective transaction processing.

This session will cover:

  • Understanding SEC codes
  • Authorization requirements
  • Examples and scenarios
  • Best practices

This session equips participants with the knowledge and tools needed to understand SEC codes, ensuring accurate transaction processing and compliance with regulatory standards.

This 90-minute webinar is designed for payments professionals, operations staff, compliance staff or anyone who wishes to learn more about SEC codes and requirements.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who 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 who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Quarterly Economic Insights Webinar

Scott Wood, SVP/chief investment officer, Vizo Financial
July 31, 2025 at 2:00 p.m. ET

We can all agree that the economy and the markets are unpredictable. So, what can we do? We can use the insights we have through trends, expert opinions, past performance in similar situations and so on to make educated predictions. That’s what these quarterly sessions are all about – sharing our insights to help your credit union achieve financial fortitude, regardless of what may actually happen in the future.

Each quarter, Scott Wood, Vizo Financial’s SVP/chief investment officer, along with other Vizo Financial experts, will examine the financial landscape and discuss topics at each session based on the current environment.

These topics may include:

  • Economic insights and trends
  • Market and ALM projections
  • Inflation
  • Rates
  • Liquidity
  • And other timely financial topics

This session is designed for staff responsible for managing a 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. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who 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 who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Puzzle of Check Compliance Webinar

Randall C. Traynham, director of education, PaymentsFirst
August 19, 2025 at 10:00 a.m. ET

In today’s fast-paced society, it is more important than ever to stay informed on the rules and regulations in the check environment and understand how the pieces fit together. This session will outline the most important areas that affect check processing at your institution and what you need to know to maintain compliance.

This webinar will cover the following topics:

  • Check collection process
  • UCC Articles 3 & 4
  • Indorsements
  • Regulation CC
  • And more!

This 90-minute webinar is designed for payments professionals, operations staff or anyone who wishes to learn more about check compliance.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who 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 who attend this live session will receive a certificate of completion and CPE credit.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who 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 who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Journey with the IAT Webinar

Randall C. Traynham, director of education, PaymentsFirst
September 3, 2025 at 2:00 p.m. ET

International ACH Transactions (IAT) offer a cost-effective and efficient way to handle cross-border payments. With typically lower fees compared to wire transfers, ACH transactions can be processed quickly, often within a few business days. They streamline recurring payments like payroll and vendor invoices, reducing administrative burdens while providing built-in security measures to protect sensitive financial information. Additionally, ACH offers clear transaction records for easy tracking and integration into existing financial systems. By facilitating payments with businesses and partners worldwide, international ACH opens up access to global markets and enhances financial operations for organizations.

Join us for the webinar as we journey through all things IAT, including:

  • Strategies
  • Operational challenges
  • Compliance requirements

This 90-minute webinar is designed for ACH staff, payments professionals, operations staff or anyone who wishes to learn more about International ACH Transactions.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who 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 who attend this live session will receive a certificate of completion and CPE credit.

Register Now

ACH Exception Handling Webinar

Allen Young, VP, education, PaymentsFirst
October 7, 2025 at 2:00 p.m. ET

Do you understand what an ACH exception is and the requirements around them? ACH exceptions can be very time consuming, frustrating and confusing at times. Some days, you may experience the exception trifecta of all three! Join us for this session to help you analyze those issues and build your confidence as an exception guru.

This webinar will discuss:

  • Ways to identify exceptions and determine the best course of action
  • Timeframes for exception processing
  • The importance of using the correct return and NOC codes

This 90-minute webinar is designed for payments professionals, ACH and operations staff, compliance staff or anyone who wishes to learn more about ACH exception handling.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who 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 who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Mobile Deposit Capture: Risk Management and Compliance Webinar

Randall C. Traynham, director of education, PaymentsFirst
October 23, 2025 at 10:00 a.m. ET

Mobile Deposit Capture (MDC) has become a ubiquitous feature of modern banking, offering convenience and efficiency to both financial institutions and their customers. However, with this growth comes a heightened need for robust risk management and compliance measures.

Join us for this informative webinar as we delve into the key risks associated with MDC, including fraud, operational challenges and regulatory compliance. We will discuss best practices for:

  • Identifying and Mitigating Fraud Risks:Learn about common fraud schemes targeting MDC and effective prevention strategies.
  • Ensuring Operational Efficiency:Explore tips for optimizing MDC processes, minimizing errors and enhancing customer satisfaction.
  • Staying Compliant with Regulatory Requirements:Understand the latest regulations governing MDC and how to maintain compliance.

This 90-minute webinar is designed for payments professionals, operations staff, compliance staff or anyone who wishes to learn more about Mobile Deposit Capture risk and compliance.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who 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 who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Navigating the Suspicious Activity Report (SAR) Process: A Comprehensive Guide with Practical Examples Webinar

Cindy Hagan, VP, compliance and fraud risk, Vizo Financial
October 28, 2025 at 10:00 a.m. ET

Learn how to recognize red flags, understand key regulatory requirements and complete Suspicious Activity Report (SAR) forms with confidence. Whether you're new to SAR filings or seeking to refine your process, this session will equip you with the essential tools to ensure compliance and mitigate risks effectively. Join us to gain valuable insights and hands-on knowledge in suspicious activity reporting!

In this session, we'll provide:

  • A breakdown of the SAR process
  • Step-by-step instructions with practical, real-world examples
  • Tips to accurately identify and report suspicious activities

This webinar is designed for all credit union staff who complete SARs or want to learn how to complete a SAR.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who 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 who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Demystifying Regulation E: A Focus on Error Resolution Webinar

Allen Young, VP, education, PaymentsFirst
November 18, 2025 at 2:00 p.m. ET

Regulation E protects consumers in Electronic Fund Transfers (EFTs). The error resolution process is one of the most crucial aspects of Regulation E compliance.

During this webinar, we will discuss:

  • Defining an Error: Learn about the definition of errors that occur in EFTs.
  • Consumer Rights and Responsibilities: Understand consumer rights and the steps a financial institution needs to take when an error is reported.
  • Dispute Resolution Process: Learn about the steps involved in resolving disputes, including timeframes and communication requirements.
  • Best Practices: Gain valuable tips and strategies for preventing EFT errors and handling them effectively.

This 90-minute webinar is designed for payments professionals, operations staff, compliance staff or anyone who wishes to learn more about Regulation E error resolution.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who 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 who attend this live session will receive a certificate of completion and CPE credit.

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Tabletop Exercise - Threats to Your Credit Union Webinar

Mark Clarke, business continuity administrator, Vizo Financial
November 20, 2025 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 tabletop session is designed for multiple credit union team members to participate together. The session will break periodically for 5-10 minute intervals to allow time for team discussion regarding the tabletop scenario. The goal of this exercise is to test the effectiveness and efficiency of the team and your credit union’s security and risk plans.

Tabletop Details:

  • This session will NOT be recorded for playback.
  • This session does NOT qualify for CPE credits.
  • No webinar materials or presentations will be made available for this session.
  • This exercise is designed for multiple team members.
  • Certificates of Completion will be awarded to individuals who log in to the live session independently.

There is no fee to attend this educational tabletop exercise; however, registration is required.

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Quarterly Economic Insights Webinar

Scott Wood, SVP/chief investment officer, Vizo Financial
December 9, 2025 at 2:00 p.m. ET

We can all agree that the economy and the markets are unpredictable. So, what can we do? We can use the insights we have through trends, expert opinions, past performance in similar situations and so on to make educated predictions. That’s what these quarterly sessions are all about – sharing our insights to help your credit union achieve financial fortitude, regardless of what may actually happen in the future.

Each quarter, Scott Wood, Vizo Financial’s SVP/chief investment officer, along with other Vizo Financial experts, will examine the financial landscape and discuss topics at each session based on the current environment.

These topics may include:

  • Economic insights and trends
  • Market and ALM projections
  • Inflation
  • Rates
  • Liquidity
  • And other timely financial topics

This session is designed for staff responsible for managing a 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. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who 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 who attend this live session will receive a certificate of completion and CPE credit.

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Get Adjusted: A Guide to Check Adjustments Webinar

Randall C. Traynham, director of education, PaymentsFirst
December 11, 2025 at 2:00 p.m. ET

With such a small return window, check adjustments are often the only way to recover funds! Learn the proper steps and timeframes for the timely and accurate processing of check adjustments.

During this session, we will review:

  • Risks associated with improper handling of check adjustments
  • Necessary steps to reduce financial losses
  • Warranties and liabilities of check parties
  • Check processing regulations

This 90-minute webinar is designed for payments professionals, operations staff, compliance staff or anyone who wishes to learn more about check adjustments.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who 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 who attend this live session will receive a certificate of completion and CPE credit.

Register Now

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