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Security Awareness: Your Best Defense

John Cuneo, senior consultant, Sollievo
May 24, 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.

*Session will not be recorded.



Boxcar Indy Teaches Financial Literacy

Erin Doan, administration and community relations director, Vizo Financial
Tracey C. Jones, president, Tremendous Leadership


May 25, 2017 - 10:00 a.m. ET

Description: How do you teach children about managing finances? Just ask Boxcar Indy! The Boxcar Indy Financial Literacy Program shows kids that saving money and investing is achievable and fun! Join Erin and Tracey as they discuss the various components of the Boxcar Indy Financial Literacy Program available to your credit union through Vizo Financial.

This webinar is designed for any staff member wishing to learn more about the Boxcar Indy Financial Literacy Program. Whether your credit union has an existing financial literacy program and you're looking for enhancements, or you're starting from scratch, the Boxcar Indy Financial Literacy Program has a variety of packages and a la carte items to meet your needs. Learn more and register today!

All webinar attendees will receive a free copy of the book Boxcar Indy Goes to Doggy World.




Linking ALM to Credit Union Goals, Financial Performance & Daily Decisions

Lisa Boylen, senior ALM analyst, Vizo Financial
June 7, 2017 - 10:00 AM

ALM can often seem overwhelming and not useful in daily activities. Learn how ALM is a key process in reaching credit union goals, achieving strong financial performance and making daily decisions. We will explore the fundamental link between balance sheet, pricing decisions and IRR as well as integrating ALM into the planning process.

Learning Objectives:

  • • Understand the relationship between the balance sheet and interest rate risk
  • • Utilize the ALM model to help reach financial goals and execute strategy
  • • Develop strategies for rising market rates



Liquidity Options for Credit Unions

Scott Wood, Portfolio Strategist
June 21, 2017 – 2:00 p.m. ET

With the prospect of more aggressive Fed tightening over the next couple years, tighter liquidity could become a problem for credit unions. There are many liquidity options to consider, such as selling securities, increasing internal deposit rates, or borrowing from Vizo Financial or the FHLB. Join Scott as he reviews the different options available, with a focus on issuing non-member deposits and participating out your loans to other credit unions while retaining servicing.

Learning Objectives:

  • • Overview of what happens to credit union balance sheet in a rising rate environment
  • • Discuss various liquidity strategies available to credit unions
  • • Discuss why a credit union won't sell bonds when rates increase
  • • Discuss non-traditional strategies for increasing credit union liquidity
    • o Bringing in Non-Member Deposits through the SimpliCD Program
    • o Selling loans on the LoanStreet Platform
  • • Explain how to get started with SimpliCD and LoanStreet