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Upcoming Webinars

Tabletop Exercise - Threats to Your Credit Union

Mark Clarke, business continuity administrator, Vizo Financial
June 10, 2020 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 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 break periodically for 5-10 minute intervals to allow time for team discussion regarding the tabletop scenario.

Please only register one individual for your credit union’s team participation.

Please note, this session will NOT be recorded for playback. This session does NOT qualify for CPE credits.




CECL Basics and Implementation Process

Mike Umscheid, President/CEO, ARCSys
June 18 at 2:00 p.m. ET

Please join Vizo Financial’s CECL partner Michael Umscheid, president/CEO of ARCSys as he discusses the basic requirements of CECL and provides an update to CECL since the standard was issued. This webinar will also examine the timeline on how long it took public companies to adopt CECL.

This session will discuss:

  • The basic requirements of CECL
  • Updates to CECL
  • Timeline to implement CECL

These webinars are designed for all staff who are responsible for CECL within your credit union, or anyone wishing to learn more about CECL.

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.




Liquidity Options for Credit Unions

Scott Wood, portfolio strategist, Vizo Financial
June 24 at 2:00 p.m. ET

It doesn’t matter if liquidity is tight or in excess. Your credit union still needs options to manage the level of liquidity within your institution, right? But how do you determine which solutions would work best for you? Are there liquidity trends you should be aware of before making a decision? Find out about all of these things and more in this session! Join portfolio strategist, Scott Wood, to learn more about the current liquidity landscape and how to use various options to your benefit.

This session will cover:

  • Overview of the current liquidity landscape
  • Review of liquidity options available to credit unions
  • Cost comparisons of different liquidity options
  • What’s working for credit unions/options to consider

This webinar is designed for credit union staff responsible for the credit union’s liquidity or anyone who wishes to learn more about liquidity options.

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.




BSA/AML Basics Compliance Training Webinar

Cindy Hagan, compliance administrator, Vizo Financial
July 7 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
  • Enhanced due diligence and beneficial ownership

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 webinar is designed for all credit union staff who need to complete their yearly BSA/AML training. Please note, this session will NOT be recorded for playback.




Moving from Boss to Coach Webinar

Joe Bertotto, chief culture officer, Vizo Financial
July 14 at 2:00 p.m. ET

Today more than ever a manager needs to be a coach to their employees. Gallup research shows that only 23% of employees strongly agree that their manager provides them with meaningful feedback, and only two in 10 strongly agree that their performance is managed in a way that motivates them to do outstanding work.

Coaching goes beyond showing someone how to perform a task. It’s about investing in a person to improve their life, while improving their performance. In this webinar, Joe will provide practical strategies and tactics to accomplish this. Effectively coaching team members means greater levels of commitment and productivity, which is a benefit to any credit union.

This session will discuss:

  • An understanding of what employees need from their manager
  • Strategies and practical skills towards effectively coaching
  • A structure and plan for ongoing, meaningful coaching conversations with staff

This webinar is designed for all managers and leaders of the credit union who want to develop their managerial coaching skills.

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.




Culture During a Time of Transition

Jeanne Heath, learning and engagement champion, Vizo Financial
July 21 at 2:00 p.m. ET

We are certainly going through a time of tremendous transition right now. It’s happening in our world, in our work and in our families. And even if global events were not front and center right now, transition happens every day in big and small ways. The more we understand the process and the needs of those going through transition, the better we can be at processing our own response and supporting others in their journey. Join Jeanne as she explores the impact culture has during times of transition.

This session will examine:

  • What makes up organizational culture?
  • What are the four needs of followers?
  • How do these needs impact organizational culture?
  • How can you contribute?

This webinar is designed for the credit union staff responsible for the leadership, mentoring and culture at the credit union or anyone who wishes to learn more about organizational culture and its impact.

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.




Defending Your Data with Information Security Risk Assessments

John Cuneo, information security director, Vizo Financial
August 11 at 10:00 a.m. ET

When hackers look at credit unions, they see one thing – lots and lots of useful data, ready for the taking. Financial institutions have a giant bullseye on their backs and it’s easy to see why. Account information, credit card numbers and personal identifiers are part of your everyday business. Hackers want that information, so your institution needs to be ready to protect it. The first step? Performing an information security risk assessment (ISRA).

But wait…what does an ISRA entail and how can your credit union prepare? Join John Cuneo as he goes over the basics of ISRAs and how you can use the assessment to defend your data against hackers.

This session will answer all of the following questions:

  • What are risk assessments?
  • Why do I need to worry about them?
  • Where do I start?
  • What needs to be included?
  • How does it fit in with my information security program?

This webinar is designed for all staff who are responsible for information security and/or risk management within your credit union, or anyone wishing to learn more about information security risks.

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.




The Ins and Outs of Vizo Financial’s CECL Modeling Solution

Mike Umscheid, President/CEO, ARCSys
August 16 at 2:00 p.m. ET
November 10 at 2:00 p.m. ET

Join Mike Umscheid of ARCSys, as he examines the features and functionality of Vizo Financial’s CECL Modeling Solution powered by ARCSys. This webinar will be a demonstration of the CECL solutions offered by Vizo Financial through our partnership with ARCSys.

This session will cover:

  • How Vizo Financial holds your hand throughout the implementation process
  • A demonstration of the data loading and modeling process
  • How Vizo Financial supports your annual update of your models
  • Reporting and analytics

These demo webinars are designed for all staff who are responsible for CECL within your credit union, or anyone wishing to learn more about Vizo Financial’s CECL solution.

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