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

Upcoming Webinars

Zephyr Refresher – A Guided Tour

Mark Wasilewski, senior product manager, Vizo Financial
October 19, 2017 - 10:00 a.m. and 2:00 p.m. ET

Join Mark as he examines the features and functionality of Zephyr, Vizo Financial’s online member access network. During this session, Mark will discuss and demonstrate the Zephyr login requirements, multifactor authentication, user administration, and so much more.

This webinar is designed for all users of the Zephyr system.

For your convenience, this one-hour webinar will be offered at two different times on October 19. Please select the time that works best for you.

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

No CPE credits will be granted for this webinar.



ACH Fundamentals: Under the Microscope

Heather Spencer, AAP, implementation coordinator, MY CU Services
Tuesday, October 24 - 10:00 a.m. ET and 2:00 p.m. ET
Thursday, November 2 - 10:00 a.m. ET and 2:00 p.m. ET

New to ACH? Want to understand how the ACH system works? Need a refresher on all those ACH acronyms? Join us as we put ACH under the microscope and explore the fastest-growing payments system in today’s world.

Learning Objectives:

  • • History of the ACH system
  • • How the ACH system works
  • • ACH participants and their roles
  • • Flow of ACH transactions
  • • Settlement of ACH transactions
  • • Common terminology and acronyms

This session is designed for new ACH professionals, ACH team members that need a refresher on the ACH system or anyone wishing to learn more about ACH.

For your convenience, this one-hour webinar will be offered at two different times on two different dates. Please select the time and date that works best for you.

There is no fee to attend this educational webinar, however 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.



Importance of Mobile in Today’s Financial World

Ben Bryan, senior account executive, iPay Solutions
November 9, 2017 - 2:00 p.m. ET

Mobile apps are quickly becoming the financial services industry’s biggest asset.

  • • How has mobile redefined how credit unions deliver financial services?
  • • What should your credit union consider when looking for a mobile provider?
  • • And what is on the horizon for mobile services in the future?

Join us as we unlock the secrets to mobile and reviews what your credit union needs to consider when offering mobile services.

This webinar is designed for all levels of staff looking to learn more about mobile services.

There is no fee to attend this educational webinar, however 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.



Security Awareness: Your Best Defense

John Cuneo, senior consultant, Sollievo
November 14, 2017 - 10:00 a.m. ET

If there’s one thing your credit union can count on, it’s threats to your information. Attackers will constantly be trying to breach your data in an attempt to make a profit. But luckily, there’s a simple and easy way to defend against hackers – security awareness.

Join John as he discusses the main components of security awareness training to make your staff more knowledgeable about security threats, consequences of these threats and best practices for defense. In addition, he’ll talk about why it is important to review your credit union’s security policies with staff as part of this training.

This webinar is designed for all credit union staff. The NCUA Security Guidelines recommends a credit union train staff to prepare and implement its information security program. The credit union should consider providing specialized training to ensure that personnel sufficiently protect member information in accordance with its information security program.

The cost for this session is $49.00 per registered attendee. Each registered attendee will receive a certificate of completion. Space is limited, so register today.

This webinar will not be recorded.



Be Prepared for Your Next Exam – ALM Program Best Practices

Melissa Scott, vice president of ALM services, Vizo Financial
December 19, 2017 - 10:00 a.m. and 2:00 p.m. ET

ALM is one of the most important tools in financial management. Be prepared for your next exam! Join Melissa as she provides a comprehensive look into the best practices for a credit union’s ALM program.

This webinar is designed for staff that are responsible for managing ALM at the credit union or anyone wishing to learn more about the best practices for a credit union ALM program.

For your convenience, this one-hour webinar will be offered at two different times on December 19. Please select the time that works best for you.

There is no fee to attend this educational webinar, however 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.