vizo twitter linkedin pinterest youtube
HOME > Learn > Upcoming Education

BSA/AML Basics Compliance Training Webinar

Cindy Hagan, senior consultant, Sollievo
July 25, 2017 – 6:00-7:00 p.m.

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 compliance. Learn the who, what, when and how of BSA and AML regulations and reporting requirements. Join Cindy as she discusses CTRs, SARs, 314(a), and member identification, as well as enhanced due diligence and beneficial ownership.

The cost for this session is $49.00 per registered attendee. Each registered attendee will receive a certificate of completion. Space is limited, so register today.



How Culture Impacts Talent, Engagement, Revenue and Profit

Joe Bertotto, chief culture officer, MY CU Services
July 26, 2017 - 10:00 a.m.

Culture has recently become all the rage in business literature. It's been written about and studied for decades, but now it seems to be getting its "just do" and for good reason. Culture drives business success because it's all about how the employees of a company work together. During this webinar, we will discuss the following:

  • • The definition of culture
  • • How to create a great culture
  • • Why culture attracts and retains high performers
  • • Why an engagement hinges on culture
  • • How culture impacts business results

The session is designed for the credit union staff responsible for the leadership and culture at the credit union or anyone wishing to learn more about the impact a corporate culture can have on any organization.



Vendor Due Diligence: Your Road Map

Belinda Mumma, senior consultant, Sollievo
August 17, 2017 – 2:00 p.m.

When your credit union decides to work with an outside vendor, you need to know them. But where do you start? With vendor due diligence. Join Belinda as she maps out the process of vendor due diligence. She'll talk about why vendor reviews are necessary, when they should be performed, the depth of the review process, the potential length of a review and how often to monitor your vendor. Your vendor due diligence road map is just ahead!

This webinar is designed for all credit union staff responsible for vendor management or anyone wishing to learn more about vendor due diligence.



Take the "Oh No" Out of Incident Response

Mark Clarke, senior consultant, Sollievo
August 29, 2017 - 10:00 a.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 Mark Clarke 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 about the need for an incident response team, 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.



Moving to the Cloud: Benefits, Risks & A Case Study

Robert Gentry, senior consultant, Sollievo
September 7, 2017 - 10:00 a.m.

Even in 2017, the Cloud is still a bit of a mystery. If your credit union is considering moving to the Cloud, this webinar might just have the answers you're looking for. Join Robert Gentry for an eye-opening session that unleashes the secrets of the Cloud, as he breaks down the benefits versus the risks, and walks through a real-world case study.

The session is designed for the credit union staff responsible for IT and security or anyone wishing to learn more about the benefits and risks of cloud.



ID Theft: The Power of Protection

Staci Wright, senior consultant, Sollievo
September 20, 2017 - 2:00 p.m.

Has identity theft become the third certainty in life? It's happening more frequently than ever, making it almost impossible to avoid…almost. The good news is that there are ways to protect your credit union and your members against the looming threat of identity theft. In this session, Staci will talk about best practices to fight ID theft so YOU can harness the power of protection.

This session is designed for all credit union staff interested in learning more about identity theft and how to protect the credit union and its members.