Skip to main content
vizo twitter linkedin pinterest youtube
HOME > Learn > Upcoming Webinars

Upcoming Webinars

Moving from Boss to Coach Webinar

Joe Bertotto, chief culture officer, Vizo Financial
July 14 at 2:00 p.m. ET

Today more than ever a manager needs to be a coach to their employees. Gallup research shows that only 23% of employees strongly agree that their manager provides them with meaningful feedback, and only two in 10 strongly agree that their performance is managed in a way that motivates them to do outstanding work.

Coaching goes beyond showing someone how to perform a task. It’s about investing in a person to improve their life, while improving their performance. In this webinar, Joe will provide practical strategies and tactics to accomplish this. Effectively coaching team members means greater levels of commitment and productivity, which is a benefit to any credit union.

This session will discuss:

  • An understanding of what employees need from their manager
  • Strategies and practical skills towards effectively coaching
  • A structure and plan for ongoing, meaningful coaching conversations with staff

This webinar is designed for all managers and leaders of the credit union who want to develop their managerial coaching skills.

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.




Culture During a Time of Transition

Jeanne Heath, learning and engagement champion, Vizo Financial
July 21 at 2:00 p.m. ET

We are certainly going through a time of tremendous transition right now. It’s happening in our world, in our work and in our families. And even if global events were not front and center right now, transition happens every day in big and small ways. The more we understand the process and the needs of those going through transition, the better we can be at processing our own response and supporting others in their journey. Join Jeanne as she explores the impact culture has during times of transition.

This session will examine:

  • What makes up organizational culture?
  • What are the four needs of followers?
  • How do these needs impact organizational culture?
  • How can you contribute?

This webinar is designed for the credit union staff responsible for the leadership, mentoring and culture at the credit union or anyone who wishes to learn more about organizational culture and its impact.

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.




The Ins and Outs of Vizo Financial’s CECL Modeling Solution

Mike Umscheid, President/CEO, ARCSys
August 6 at 2:00 p.m. ET
November 10 at 2:00 p.m. ET

Join Mike Umscheid of ARCSys, as he examines the features and functionality of Vizo Financial’s CECL Modeling Solution powered by ARCSys. This webinar will be a demonstration of the CECL solutions offered by Vizo Financial through our partnership with ARCSys.

This session will cover:

  • How Vizo Financial holds your hand throughout the implementation process
  • A demonstration of the data loading and modeling process
  • How Vizo Financial supports your annual update of your models
  • Reporting and analytics

These demo webinars are designed for all staff who are responsible for CECL within your credit union, or anyone wishing to learn more about Vizo Financial’s CECL solution.

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




Defending Your Data with Information Security Risk Assessments

John Cuneo, information security director, Vizo Financial
August 11 at 10:00 a.m. ET

When hackers look at credit unions, they see one thing – lots and lots of useful data, ready for the taking. Financial institutions have a giant bullseye on their backs and it’s easy to see why. Account information, credit card numbers and personal identifiers are part of your everyday business. Hackers want that information, so your institution needs to be ready to protect it. The first step? Performing an information security risk assessment (ISRA).

But wait…what does an ISRA entail and how can your credit union prepare? Join John Cuneo as he goes over the basics of ISRAs and how you can use the assessment to defend your data against hackers.

This session will answer all of the following questions:

  • What are risk assessments?
  • Why do I need to worry about them?
  • Where do I start?
  • What needs to be included?
  • How does it fit in with my information security program?

This webinar is designed for all staff who are responsible for information security and/or risk management within your credit union, or anyone wishing to learn more about information security risks.

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.




Automated Clearing House Transactions: (Almost) Everything you Ever Wanted to Know

Melanie L. Vanderau, Esq., Mette, Evans & Woodside
August 27 at 2:00 p.m. ET

Want to gain a better understanding of ACH? This webinar will do it! Learn all about the Automated Clearing House Network and the processes behind it, including Nacha Rules and another applicable regulatory requirements. What types of payments are processed via ACH, and how are these payments processed? What’s the difference between a debit transaction and a credit transaction? Who are the involved parties? And the key question: What happens if something goes wrong? ACH transactions may seem complex, and the goal of this presentation is to demystify the process with helpful, practical information.

This session will:

  • Review Nacha rules and other regulatory requirements
  • Explain the various transactions and their complexities
  • Identify involved parties and their responsibilities

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 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.




How to Navigate the Death of a Member

Melanie L. Vanderau, Esq., Mette, Evans & Woodside
September 3 at 10:00 a.m. ET

You’ve received a call from a family member or maybe an estate attorney, read a member’s obituary in the paper or been informed that a member has passed away. What happens next? This presentation will help you navigate the process of the changed relationship, which is now with your member’s estate. During this session, we’ll consider the following issues and questions: When can your institution pay checks presented against the account? What happens with recurring, pre-authorized ACH transactions? What if there are outstanding loans? Can you exercise the right of set-off? Who is authorized on behalf of the estate? What if the deceased was an authorized signer on a business account? If the deceased was a prolific borrower or depositor, there can be significant risk to a financial institution, especially if heirs are fighting (which they often do). This presentation will give you tips to navigate this process.

This session will:

  • Review the process for a death of a member
  • Explain the various controls for checks, ACH and other transactions
  • Identify involved parties and their responsibilities

This webinar is designed for all credit union staff interested in learning more about how to navigate the death of a credit union member.

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.




Commercial and Consumer Lending: Tricks of the Trade

Melanie L. Vanderau, Esq., Mette, Evans & Woodside
September 10 at 10:00 a.m. ET

Once a loan is approved and underwritten, how does a lender protect itself? No matter how credit-worthy a borrower can seem on the front end, a lender should always prepare for the worst when it’s in the best position to protect itself – at the beginning, before anything goes wrong. The best way to do this is know how to document the transaction in a way that covers all the bases for the lender. Learn the best ways to mitigate lending risk from the perspective of an attorney with lending experience in both a commercial and consumer context on the front-end (documentation) and back end (collection).

This session will go over:

  • Legalities of lender-consumer transactions
  • Documentation strategies to best protect your credit union as the lender
  • Tips for lender protection whether you’re loaning money to a large, complex business or an individual consumer

This webinar is designed for credit union staff responsible for the management and execution of lending and collection process at your credit union, or anyone wishing to learn more about commercial and consumer lending.

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.




ALM: Why We Do What We Do

Melissa Scott, VP of ALM, Vizo Financial
September 23 at 10:00 a.m. ET

Have you ever wondered why we spend so much time and money on managing interest rate risk? Join us for an overview of the U.S. banking system to discover why ALM is important and what historical events caused the origination of the reports we still use today. Once you understand why we do what we do, regulatory reporting will take on a whole new meaning that is beneficial to your credit union.

This session will:

  • Explore the history behind ALM
  • Expose the reasons why we do ALM
  • Explain the benefits of ALM

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. 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.