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

Upcoming Webinars

Meet CUaxis and CU*Answers

Rodney May, chief engagement officer, Vizo Financial
Chris Smigiel, national sales manager, CU*Answers
April 27, 2021 at 10:00 a.m. EST
More dates available: July 27, October 27

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 both survive and thrive

This webinar is designed for anyone wishing to learn more about credit union collaboration through CUaxis and CU*Answers, and 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




Offer Education Loans to Your Members with Sallie Mae

Karie Bedford, Sallie Mae
April 28, 2021 at 10:00 a.m. EST

Now is the time to start preparing for the rush of students - many of them your members - searching for education loans. As college tuition costs continue to rise, more students are in need of private education loans to help fund the gap between financial aid and college expenses. With the Education Loans from Sallie Mae, in partnership with Vizo Financial, your credit union members can choose from three in-school repayment options to help them pay off their loans faster and save more money compared to the conventional private loan.

This session will cover:

  • Benefits to offering the Sallie Mae education loan program
  • How the program works
  • Implementation and training process

This session is designed for credit unions looking to offer an education loan program and the staff responsible for the implementation and promotion of the Sallie Mae partnership or anyone looking to learn more about the Vizo Financial Sallie Mae program and partnership.

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




Leadership Book Club Webinar Series

Joe Bertotto, chief culture officer, Vizo Financial
May 12, 2021 at 2:00 p.m. EST
May 18, 2021 at 2:00 p.m. EST
May 25, 2021 at 2:00 p.m. EST
June 2, 2021 at 2:00 p.m. EST
June 10, 2021 at 2:00 p.m. EST

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.

Here are some details about the leadership book club:

  • Joe will lead five one-hour sessions, dates 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 held via Zoom, so a camera and audio are required for each participant
  • The cost to participate is $25 per attendee, plus the cost of the book.
  • Attendance is limited to 25, so register early

This webinar 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. Space is limited to 25 attendees 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.

If your credit union would like to establish a leadership book club for your credit union only, please contact the marketing team at marketing@vfccu.org.

Register Now




Shifting Perspectives – Dynamic ALM Modeling

Lisa Boylen, senior ALM consultant, Vizo Financial
May 26, 2021 at 2:00 p.m. EST

Since the pandemic, we’ve seen deposits surge, excess cash build and pressure on net interest income rise. In this session, we’ll explore dynamic ALM modeling and how it expands our ability to see the possible outcomes of business strategies. This shift in model perspective will give you the tools and understanding to help make better business decisions for improved earnings and capital.

This session will:

  • Identify today’s key challenges impacting earnings and capital
  • Illustrate how dynamic modeling provides forward-thinking support to business decisions
  • Deliver scenario analysis of specific balance sheet strategies

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.

Register Now




Spring Refresher for the Resource Center

Meghan Murphy, resource center expert
Trae Turner, resource center expert
June 8, 2021 at 2:00 p.m. EST

Spring is a great time to refresh our memories on all the wonderful features and functionality of the bill payment Resource Center. The bill payment Resource Center is stocked full of items your credit union can use for marketing and communication materials to get your members to enroll in online bill payment and keep them using your service. And it’s easy to get started! Join our Resource Center experts as they spring into action and demo the latest and greatest customizable email campaigns and more.

In the session, we will review:

  • The new seasonal digital campaign
  • The various print materials for your branch
  • The online resources available for your website
  • And more

This webinar is designed for credit unions enrolled in the MY CU Services bill payment service and the staff responsible for the marketing and communications of the bill payment service or anyone wishing to learn more about the bill payment Resource Center.

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

Mark Clarke, business continuity administrator, Vizo Financial
June 10, 2021 at 10:00 a.m. EST

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 be conducted using Zoom and will break into breakout rooms periodically for 5-10 minute intervals to allow time for team discussion regarding the tabletop scenario. Cameras are optional but audio is required, as you will need to be able to hear and discuss with your team members. Each team member of your credit union that plans to participate will need to register. You will automatically be placed into a breakout room with other individuals from your credit union.

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.

Register Now




Arming Up for Elder Financial Abuse

Cindy Hagan, compliance administrator, Vizo Financial
June 15, 2021 at 2:00 p.m. EST

They say age is just a number. But for scammers, age is an opportunity to pray 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 the most common signs, schemes and suspects to help your staff and your members armor up against elder financial abuse.

This session will discuss:

  • Warning signs of elder financial abuse
  • Types of scams that propagate abuse
  • Who is most likely to prey on elders
  • The role of your credit union in abuse prevention and mitigation

This webinar is designed for credit union staff in a leadership role, managers, compliance, training, fraud or anyone wishing to learn more about elder abuse.

There is no fee to attend this educational webinar; however, space is limited and registration is required. The 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.

Register Now




Growing Commercial Services in 2021 and Beyond

Larry Middleman, President/CEO & Founder, CU Business Group
June 17, 2021 at 2:00 p.m. EST

Over the past year credit unions have stepped up to help members and local businesses through Paycheck Protection Program loans and other services. As the country begins to open back up, what should credit unions be offering now and going forward?

Join Larry Middleman, CU Business Group President/CEO & Founder, for a look at the products and services your credit union should have in place to serve small businesses and propel your commercial program forward.

We’ll discuss:

  • Serving your entire small business membership through smaller dollar commercial loans
  • Buying and selling commercial loan participations to diversify your portfolio
  • Boosting profitability through targeted commercial real estate lending
  • Serving a niche market through SBA lending
  • Increasing member engagement and deepening relationships through a more advanced deposit product package

This webinar is for individuals who handle commercial services at the credit union or anyone who wants to learn more about the products and services your credit union should have in place to serve small businesses.

There is no fee to attend this educational webinar; however, space is limited and registration is required. The 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.

Register Now




BSA/AML Basics Compliance Training Webinar

Cindy Hagan, compliance administrator, Vizo Financial
July 13, 2021 at 2:00 p.m. EST

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. Each registered attendee will receive a certificate of completion. Space is limited, so register today. This session will NOT be recorded for playback.

Register Now




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 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. EST

Difference Makers
October 21, 2021 at 10:00 – 11:30 a.m. EST

Long-Term Impact
October 28, 2021 at 10:00 – 11:30 a.m. EST

Register Now