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!
This educational opportunity will feature Mike Umscheid, a seasoned expert who will discuss the purpose of quantitative and qualitative factors under the Current Expected Credit Loss (CECL) standard. This webinar will delve into the key differences between the Q-Factor methodologies of CECL and the Incurred Loss Model (ILM), as well as how these differences impact the selection, adjustment and documentation of historical data.
The session will also provide insights into the CECL standard components that should be considered when adjusting historical data, as well as how to adjust third-party data to align with CECL requirements. Join us for this informative session with Mike Umscheid on CECL compliance and best practices.
This webinar will discuss:
This webinar is designed for all staff who are responsible for CECL within your credit union, or anyone wishing to learn more about CECL best practices.
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, 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 attendees who attend this live session will receive a certificate of completion and CPE credit.
Why do most credit unions perform security awareness training? It’s probably because it’s a requirement set forth by the NCUA. Say no more, right? Wrong. The importance of security awareness goes far beyond just a regulatory requirement – it’s a crucial knowledge base that every credit union staff and board member should have. With the constant deluge of cyber threats, fraud attempts and social engineering scams aimed at credit unions, we have a duty to protect our institutions and our members…and we can with the proper emphasis on security awareness training.
In this session, we will cover:
This webinar is designed for all credit union staff wishing to learn more about security awareness and how they can protect their credit union.
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, 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 attendees who attend this live session will receive a certificate of completion and CPE credit.
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 answer:
This webinar is designed for credit union staff in leadership roles — such as managers — as well as those in compliance, training and fraud. Anyone else wishing to learn more about elder abuse is invited to attend as well.
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, 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 attendees who attend this live session will receive a certificate of completion and CPE credit.
MY CU Services has teamed up with CU*Answers to offer an entire suite of IT solutions to equip your credit union with the necessary resources to keep your information technology functions running smoothly. These services include workstation and server management, email management, network infrastructure management, backups and business continuity and support services. Learn more by attending this educational webinar with CU*Answers’ vice president of managed technology sales, Matt Sawtell.
This session is designed for staff who are responsible for managing the credit union’s technology infrastructure.
There is no fee to attend this educational webinar; however, registration is required. The session will be recorded for on-demand training, which will be available on the Vizo Financial and MY CU Services websites 3-5 business days after the live session. This session does NOT qualify for CPE credits.
Who is the chief in charge when it comes to balancing your credit union’s capital? Be careful before you answer because it’s not any single person. It’s a culmination of daily decisions at your credit union. Your ALM model helps you to navigate these decisions and find your true north when it comes to capital planning and developing your credit union’s budget and strategic plan. This session will cover how you can effectively manage and monitor your net worth by using the ALM model to guide your strategic planning, establish meaningful policy limits and acknowledge your risks.
This presentation will cover:
This webinar is designed for credit union staff who handle the institution’s ALM and balance sheet management responsibilities or anyone who wants to learn more about ALM.
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, 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 attendees who attend this live session will receive a certificate of completion and CPE credit.
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.
Tabletop Details
Card disputes can take on a life of their own. There are dates to remember, credits in and out, chargeback rights, regulations…how does anyone stay on top of it? This session will give an in-depth look into the card dispute process from start to finish, with several examples of transactions and scenarios.
We will discuss:
This 90-minute webinar is designed for credit union staff responsible for handling card services or anyone who wishes to learn more about card disputes.
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 be recorded for playback, 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 attendees who attend this live session will receive a certificate of completion and CPE credit.
Technology. Innovation. Transformation.
These are the things that drive credit unions forward. Since the day credit unions were formed, our purpose of helping members meet their financial goals has remained the same. Our methods, however, have changed. With each passing year, new events change the course of modern life, new trends take hold and, most importantly, new technologies emerge.
It’s time for credit unions to join together with the curators of these technologies to achieve success in the modern world. Vizo Financial can serve as your link to these companies that hold the key to innovation through our quarterly Tech-Talk events.
Each Tech-Talk will feature mini demos and showcase the FinTechs we think can bring big benefits to credit unions. In these quick 30-minute discussions, you’ll gain some understanding of the newest tools available to you, as well as what they could mean for the future of your institution, and get answers to your questions.
This is your time to seek out the technology and innovation to help revolutionize your credit union. Let our Tech-Talk events be the start of your transformation journey!
There is no fee to attend these meetings; however, registration is required. These meetings will NOT be recorded and do NOT qualify for CPE credits.
Please note that this event is educational in nature and it is the responsibility of the credit union to follow their due diligence process if they elect to work with any of the companies discussed during these meetings.
Liquidity is complicated these days. So many factors are leading to a rapid tightening of liquidity — the likes of which we haven’t seen for some time. But that doesn’t mean there aren’t options available to your credit union. It just means your financial team will need to spend some time researching and building the liquidity lineup that works for you. We’ll touch on some of the options you might consider for your lineup, including selling investments, various borrowing options (including the Fed’s new Bank Term Funding Program), SimpliCD issuance and selling loans — just to name a few.
This session will also cover:
This session is designed for staff responsible for managing the credit union’s liquidity or anyone wishing to learn more about the outlook of liquidity and the options available.
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.
Why does every makeover have to be “extreme”? I guess the title “Modest Makeover” or “Subtle Shifts” just doesn’t bring in the same audience, huh? You don’t have to tear down the walls and scrap the entire building to create a fresh start, a new perspective and an environment that everyone is drawn to. “Modest Makeover” might not be a powerful title, but lasting, impactful change can come from small, meaningful choices.
Join us to discuss simple changes you can make to strengthen your credit union team, reignite commitment to your purpose and make your employees WANT to come to work each day rather than HAVE to come to work each day.
This session will discuss:
This webinar is designed for credit union staff that are responsible for the culture of the organization or anyone wishing to learn more about company culture.
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, 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 attendees who attend this live session will receive a certificate of completion and CPE credit.
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:
This webinar is designed for all credit union staff who need to complete their yearly BSA/AML training.
The cost for this session is $79.00 per registered attendee. Only registered attendees who attend this live session will receive a certificate of completion or CPE certificate. This session will NOT 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.
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.
Tabletop Details
Stay Connected!
Be the first to know about upcoming webinars, with announcements sent straight to your inbox!