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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!

ACH for P2P Transfers: Perils & Protections Webinar

Jessica Lelii, assistant director of education, Macha/PAR
September 7, 2022 at 10:00 a.m. ET

Some of the most common ACH questions pertain to consumer person-to-person (P2P) transfers via the ACH Network. Most often, questions have to do with fixing something that went wrong. These problems include fraud, incorrect account numbers and buyer’s remorse, all of which can result in financial losses for your organization.

Don’t miss this chance to learn about the unique features of P2P transfers via the ACH network including:

  • ACH Rules for P2P entries
  • Risk management
  • Errors and unauthorized transfers

This webinar is designed for ACH professionals, ACH operations staff, audit staff, compliance staff, AAPs or anyone who wishes to learn more about ACH P2P transfers.

There is no fee to attend this educational webinar; however, space is limited and registration is required. Due to this program being offered free of charge, there will be no refunds issued. 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 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 attendee who attend this live session will receive a certificate of completion and CPE credit.

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What’s in Your Cybersecurity Toolbox? Webinar

Mike Bechtel, information security analyst, Vizo Financial
September 20, 2022 at 10:00 a.m. ET

When it comes to cybersecurity, a hammer and saw aren’t going to cut it. While there are a multitude of tools available to aid your credit union with cybersecurity, you may be wondering what are they, where do I find them and how much do they cost? They certainly won’t be laying in a dusty metal box in your garage, but we know just where to look and what will be most useful in different situations. Vizo Financial’s information security analyst, Mike Bechtel, will lead this session on low and no-cost tools credit unions can utilize to enhance their cybersecurity posture. That way, you’re not left wondering what’s in your cybersecurity toolbox, but, rather, what tools you already have that you can leverage to better protect your organization.

During this session, we will discuss:

  • Low and no-cost information security tools
  • Security Frameworks and how to put them to use
  • Value of Security Awareness Training

This webinar is designed for all credit union team members who are responsible for the security of your credit union or anyone wishing to learn more about cybersecurity.

There is no fee to attend this educational webinar; however, space is limited and 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 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

Is Your Organization Ready for the FedNow Service in 2023? Webinar

Joni Everhart Hopkins, vice president, Federal Reserve Bank of Chicago
November 1, 2022 at 2:00 p.m. ET

Will your organization be ready to capitalize on instant payments when the FedNow Service arrives in 2023? This service will enable financial institutions and other service providers to offer innovative instant payments solutions that support a broad range of transaction types and use cases for businesses and consumers alike. Join Joni Hopkins, vice president of Federal Reserve Financial Services, to learn about the FedNow functionality, use case opportunities and research on U.S. instant payments demand. Plus, learn about resources available today to help your organization embrace instant payments transformation with an actionable strategy for FedNow Service implementation.

This session will discuss:

  • What instant payments are
  • Resources available for instant payments
  • Instant payment strategy for financial institutions

This webinar is designed for payment service professionals or anyone who wishes to learn more about the FedNow service.

There is no fee to attend this educational webinar; however, space is limited and 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 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

Mark Clarke, business continuity administrator, Vizo Financial
November 2, 2022 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.

There is no fee to attend this educational webinar; however, registration is required. Please note, this session will NOT be recorded for playback. This session does NOT qualify for CPE credits.

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Addressing Elder Financial Abuse Webinar

Cindy Hagan, compliance & fraud risk director, Vizo Financial
November 17, 2022 at 2:00 p.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 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
  • Resources for credit unions and members

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. 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 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

Everything You Need to Know About IAT Entries Webinar

Jessica Lelii, assistant director of education, Macha/PAR
November 29, 2022 at 2:00 p.m. ET

International ACH Transactions (IAT) have specific handling requirements which are mandated by the Nacha Operating Rules and OFAC. This session will give you step by step procedures on how to handle your IAT entries, focusing on suspect and return entries. Proper handling of IATs can save your financial institution time and money along with minimizing your risk.

This session will include:

  • IAT Entry Formatting
  • Exception Handling
  • Regulation Review

This webinar is designed for ACH professionals, ACH operations staff, audit staff, compliance 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. Due to this program being offered free of charge, there will be no refunds issued. 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 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 attendee who attend this live session will receive a certificate of completion and CPE credit.

Register Now

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