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Upcoming Webinars

Security Awareness: Your Weapon Against Social Engineering

Staci Wright, Product Manager, Vizo Financial
September 26, 2019 at 10:00 a.m.

We all know that security awareness training and understanding social engineering is key to a layered security approach. But, do you know that our employees are the weakest link in network security? It’s because their willingness to help members makes them more susceptible to social engineering attacks. Make sure your members and their information are protected by providing thorough security awareness training to your employees.

In this webinar, Staci will discuss why security awareness training is needed and how to integrate it into your credit union’s security program.

This session will cover:

  • What is social engineering and why does it matter?
  • What are best practices to combat social engineering?
  • What is Vizo Financial’s social engineering testing service?
  • How can you improve your security awareness training?

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

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




Check Fraud – An Evolving Problem

Ted Kirk, VP, Strategic Partnerships, Advanced Fraud Solutions
October 3, 2019 at 2:00 p.m.

Save an hour on your calendar for a fresh look at an evolving problem: check fraud. We’ll dive into the latest trends in the fraudscape and the latest solutions to protect your credit union and your members from losses.

No matter which check capture points you use today - including teller, mobile, etc. - you can take advantage of MY CU Services partnership with Advanced Fraud Solutions TrueChecks® to stop counterfeit and fraudulent items in their tracks. This one-hour session includes:

  • An overview of today’s check fraud landscape – new schemes, tricks and traps used by fraudsters
  • What are best practices to combat social engineering?
  • Discussion of how fraud prevention solutions and methods are evolving
  • A comprehensive demonstration of the latest solutions from TrueChecks®

At the end of the demonstration, you’ll know how to map your own strategy for the next phase of this persistent risk, which continues to affect credit unions nationwide.

This webinar is designed for credit union staff responsible for or working within the credit union’s check processing department, or anyone who is interested in learning more about check fraud prevention.

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




Evaluate I-Care’s Healthcare and Employee Benefits Solutions

Matt Sweeney, Credit Union Practice, Lockton
Ryan Staub, Credit Union Practice, Lockton
Jesse Kohl, President, InterLutions
October 8, 2019 at 2:00 p.m.

Open-enrollment is upon us and to help credit unions with the rising costs of healthcare, Vizo Financial partnered with InterLutions in June of this year to offer I-Care, an employee benefits solution for credit unions with 10 or more employees utilizing the institution’s insurance plan.

The 10-year trajectory for healthcare and medical insurance costs is shocking. How will your credit union continue to offer employee benefits when the costs to maintain competitive plans continues to rise at this alarming pace?

Our collaborative solutions deliver competitive pricing and enhanced HR tools for credit unions. Join us for a 45 minute educational webinar to learn about the unique solutions available for credit unions through I-Care.

The following topics will be addressed during this webinar:

  • An introduction to I-Care
  • How collaboration in the credit union industry can deliver better benefits for your employees
  • Innovative funding models to purchase insurance more efficiently
  • Added support, resources, tools and technologies delivered to HR departments

This webinar is designed for staff responsible for employee benefits within your credit union, or anyone wishing to learn more about this new Vizo Financial service.

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




Take the “Oh No” Out of Incident Response

Mike Bechtel, information security analyst, Vizo Financial
October 29, 2019 at 2:00 p.m.

“Oh no” is never a good thing to hear, especially when it’s a response to an incident. But there is a way to take the “oh no’s” out of the situation: have an incident response plan. Join Mike as he talks about the makings of an incident response plan and how it can be executed in case of emergencies.

In this session, you’ll learn:

  • Incident response teams and expectations
  • Steps for resolution
  • Mass notification and more

The session is designed for credit union staff responsible for the security and business continuity at the credit union or anyone wishing to learn more about incident response planning.

There is no cost 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.




Market Update and Outlook for 2020 Webinar

Fred Eisel, chief investment officer, Vizo Financial
November 5, 2019 at 10:00 a.m.

The Fed completely reversed course with monetary policy in 2019 in the face of continued low inflation and slowing global economies. Now investors are concerned about how low rates will go and if a zero interest rate policy (ZIRP) is back on the table. Join Fred as he provides an update on the current economy and what to expect in 2020 with regard to rates, the Fed and the overall economy.

This session will cover:

  • A review of how the economy performed in 2019 and what to expect in 2020
  • Market projections for interest rates in 2020 and the implications
  • What the Fed has in store in 2020

This session is designed for staff responsible for managing the credit union or anyone wishing to learn more about the state of the economy and outlook for 2020 and its impact to the credit union industry.

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.




Tabletop Exercise –Threats to Your Credit Union

Mark Clarke, Business Continuity Administrator, Vizo Financial
November 14, 2019 at 2:00 p.m.

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.

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




What Are Your Interest Rate Risk Reports Telling You?

Lisa Boylen, senior ALM consultant, Vizo Financial
December 4, 2019 at 10:00 a.m.

Over a six-month time span, we’ve taken a 180 degree turn from rates rising to rates declining and a possible recession. What impact does this have on prospective earnings and interest rate risk in the balance sheet? In this session, we’ll use our interest rate risk reports to answer these questions.

This session will discuss:

  • Trends impacting net interest income and interest rate risk
  • How interest rate risk is assessed
  • How to interpret reports
  • Using the reports to develop strategy

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 interest rate risk reports.

The cost for the session is $79 per registered attendee. Each registered attendee will receive a certificate of completion. Space is limited and registration is required. In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour. This session will be recorded for playback.




The Three-Legged Stool of Privacy, Data Security and Vendor Management

Michael Berman, Founder and CEO, Ncontracts
December 5, 2019 at 10:00 a.m.

Your financial institution is doing everything it can to protect consumer data, but what about your third-party vendors? With cyber breaches on the rise and a confusing patchwork of state, federal, and international privacy laws to contend with, it’s essential to have a game plan for managing privacy, data security, and vendor management at an enterprise level.

This webinar will dive into best practices and strategies for managing and mitigating the risk of third-party vendors exposing your sensitive data. You’ll learn:

  • How data security/privacy regulations including Regulation P, GDPR, and state laws (including California and New York) impact GLBA-protected data, your institution, and your vendors
  • The biggest third-party security pitfalls
  • Strategies, processes, and safeguards for reducing third-party privacy breach risk
  • Proactive steps employees and departments can take to reduce the risk of a vendor privacy breach
  • Case studies and contingency plans for handling vendor data breaches

It only takes one data incident to damage your financial institution’s reputation. Join us as we delve into the intersection of privacy, data security, and vendor management and highlight ways to help protect and manage vendor data privacy.

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 managing privacy, data security, and vendor management.

There is no fee to attend this educational webinar. Space is limited and registration is required. In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour. This session will be recorded for playback.




Pick Up the Gum Wrapper: How to Increase Performance While Improving Lives

Joe Bertotto, chief culture officer, Vizo Financial
December 19, 2019 at 2:00 p.m.

Based on Joe Bertotto’s new book “Pick Up the Gum Wrapper,” there are three types of employees at every credit union: those who are enthused about their work and are so proud of their credit union that they will pick up any gum wrappers that litter the hallways. Then there are those who walk by the trash on the floor thinking, “That’s not my job, let the cleaning company pick it up.” And there are those who throw the gum wrapper on the floor. They are unhappy at work and share their misery with anyone who will listen.

This session will discuss how to increase the number of employees who are proud, enthused and give their discretionary effort to make the credit union successful.

This webinar is designed for the credit union staff responsible for the leadership, mentoring and culture at the credit union.

There is no cost 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.