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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!

BSA/AML Basics Compliance Training Webinar

Cindy Hagan, VP, compliance and fraud risk, Vizo Financial
January 14, 2025 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 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

2025 ACH Rule Changes and Updates Webinar

Andi Crockett, product manager, EFT, Vizo Financial/MY CU Services
January 22, 2025 at 10:00 a.m. ET

It’s that time of year - time to throw on your trench coat and investigate the upcoming rules changes for ACH. The Nacha Operating Rules and Guidelines need to be followed by all financial institutions that participate in the ACH Network. This webinar will provide all the "CLUES" your credit union needs to stay informed on ACH requirements and also to remain in compliance with changes and updates in 2025. So, pull out your magnifying glass and join Andi as she reviews current and upcoming Nacha Rules.

This session will cover:

  • Secrets of the Past: Rules review 2024
  • Follow the Evidence: What to uncover in 2025
  • Find the Clues: Rules disguised until 2026

This webinar is designed for ACH professionals, ACH operations staff, AAPs or anyone who wishes to learn more about ACH and the upcoming rule changes.

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. 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

Face Off: Check Fraud Webinar

Kari Kronberg, director of education, Macha/PAR
January 30, 2025 at 2:00 p.m. ET

In today's complex financial landscape, financial institutions face an increasing threat from counterfeit, altered, and forged checks and indorsements. This webinar will provide a comprehensive understanding of these fraudulent activities, equipping bank personnel with the knowledge and tools to handle this type of fraud.

During this session, we will talk about:

  • Understanding the Types of Fraud: Explore the various definitions used in check fraud - counterfeit, altered, forged signatures and indorsements.
  • Responding to Fraudulent Activity: Understand the steps involved in investigating fraudulent checks and which party holds the warranties and liabilities.
  • Dealing Direct: What a breach of warranty claim looks like and various scenarios to work through.

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

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

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

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.

Register Now

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