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Upcoming Webinars

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!

Road to Recovery: Return Requests and Reversals Webinar

Kari Kronberg, director of education, Macha/PAR
June 13, 2024 at 2:00 p.m. ET

We are currently living in the era of authorized credit push fraud…a.k.a. scams! As an ODFI, you must understand your rights and responsibilities to know what steps to take and to attempt to minimize unnecessary loss. RDFIs need to understand what is permissible and what is not. In this session, we will explore when to use a reversal and when to use a request for return of funds.

This session will cover:

  • Reversing files and entries
  • Request for return of funds
  • Case studies

This 90-minute webinar is designed for ACH professionals, ACH operations staff, AAPs or anyone who wishes to learn more about return requests and reversals.

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

In accordance with the standards of 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.

Register Now

Quarterly Economic Insights Webinar

Scott Wood, SVP/chief investment officer, Vizo Financial
June 27, 2024 at 2:00 p.m. ET

We can all agree that the economy and the markets are unpredictable. So, what can we do? We can use the insights we have through trends, expert opinions, past performance in similar situations and so on to make educated predictions. That’s what these quarterly sessions are all about – sharing our insights to help your credit union achieve financial fortitude, regardless of what may actually happen in the future.

Each quarter Scott Wood, Vizo Financial’s SVP, chief investment officer, along with other Vizo Financial experts will examine the financial landscape and discuss topics at each session based on the current environment.

These topics may include:

  • Economic insights and trends
  • Market and ALM projections
  • Inflation
  • Rates
  • Liquidity
  • And other timely financial topics

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

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

In accordance with the standards of 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.

Register Now

BSA/AML Basics Compliance Training Webinar

Cindy Hagan, VP, compliance and fraud risk, Vizo Financial
July 17, 2024 at 2:00 p.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 include:

  • BSA and AML regulations
  • BSA and AML reporting requirements
  • CTRs, SARs, 314(a) and member identification
  • Changes to and considerations for the compliance landscape

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 standards of 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.

Register Now

Resolving Errors with Regulation E Webinar

Jessica Lelii, director of education, Macha/PAR
July 24, 2024 at 10:00 a.m. ET

Regulation E protects consumers in electronic funds transfers. The error resolution process is one of the most crucial aspects of Regulation E compliance.

This session will discuss:

  • The definition of unauthorized
  • Consumer reporting timeframes
  • Completion of your investigations
  • Scenarios
  • Frequently asked questions

This 90-minute webinar is designed for payments professionals, operations staff or anyone who wishes to learn more about Regulation E.

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

In accordance with the standards of 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.

Register Now

Webinar Series: Onboarding in a Box

Jeanne Heath, director of learning & engagement, Vizo Financial
July 25, 2024 at 2:00 p.m. – 3:30 p.m. ET - First Impressions
August 1, 2024 at 2:00 p.m. – 3:30 p.m. ET - Difference Makers
August 8, 2024 at 2:00 p.m. – 3:30 p.m. ET - Long-Term Impact

Back by popular demand, Vizo Financial will be offering the “Onboarding in a Box” webinar series in 2024.

“I’m so glad I made the decision to join this company.” This phrase is music to our ears and in the best environments is a tune repeated frequently by employees. A solid onboarding program is the foundation for this continuous melody! This three-part webinar series will provide you with essential information and resources for every stage of the onboarding process, starting from the moment the application is completed and continuing through the first 90 days and beyond.

This three session webinar series is designed for staff responsible for managing the credit union human resources and culture programs or anyone wishing to learn more about employee onboarding.

There is no fee to attend these educational webinars; however, registration is required. These sessions will be recorded for on-demand training, which will be available on the Vizo Financial website 3-5 business days after the last live session.

In accordance with the standards of 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.

Each 90-minute session will cover a different aspect of the onboarding process.

The dates and times for this webinar series are:

  • First Impressions
    July 25, 2024 at 2:00 p.m. – 3:30 p.m. ET
  • Difference Makers
    August 1, 2024 at 2:00 p.m. – 3:30 p.m. ET
  • Long-Term Impact
    August 8, 2024 at 2:00 p.m. – 3:30 p.m. ET

Register Now

Growing Commercial Deposits While Limiting Risk Webinar

Mike Smith, VP, senior business services officer, CU Business Group, LLC
August 15, 2024 at 10:00 a.m. ET

Credit unions must walk a fine line between serving members and mitigating risk. Commercial deposits can carry significantly higher average balances, have an increased number of transactions and often come with considerable risk. The approach to risk mitigation for these accounts is unique; in this session, we explore how to grow your commercial member base while limiting your risk exposure.

This session will include:

  • Risk mitigation for commercial deposits
  • Policies and procedures for commercial deposits
  • Staff training for commercial deposits

This webinar is designed for credit union staff considering offering commercial accounts to their membership or a review for those institutions that are offering commercial accounts.

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

In accordance with the standards of 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.

Register Now

The I Do’s and I Don’ts of Third-Party Sender Relationships Webinar

Jessica Lelii, director of education, Macha/PAR
August 20, 2024 at 10:00 a.m. ET

Every good marriage begins with a foundation of honesty and trust. But does the idea of conducting a Third-Party Sender (TPS) audit have you shying away from commitment? Are TPS agreements and risk assessments keeping you out of the dating game? If so, you are not alone! This session will help to ensure a lasting relationship between you and your Third-Party Sender!

In this session, we will explore:

  • Requirements of TPS agreements
  • Best practices for TPS audits and risk assessments

This 90-minute webinar is designed for payments professionals, operations staff, AAPs, NCPs or anyone who wishes to learn more about third-party sender audits.

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

In accordance with the standards of 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.

Register Now

The State of Liquidity – Fluid as Always Webinar

Tim Sustak SVP/chief treasury officer Vizo Financial
August 28, 2024 at 10:00 a.m. ET

This 90-minute webinar will take a look at how the liquidity situation has evolved over the recent rate hike cycle and where it seems to be headed, current topics affecting liquidity and a review of how the corporate can help your credit union should you be in need of liquidity.

In this session, we will explore:

  • Liquidity by the numbers; where we have been, where we are now, and where we may go.
  • Current topics in liquidity: the FHLB at 100 report and the Fed Bank Term Funding Program.
  • Need liquidity? How the corporate can help.
  • Importance of being proactive – put as many arrows in the quiver as you can before you need them.

This session is designed for staff responsible for managing the credit union's liquidity or anyone wishing to learn more about liquidity.

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

In accordance with the standards of 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.

Register Now

High Wire: Wire Transfer Best Practices Webinar

Jessica Lelii, director of education, Macha/PAR
September 19, 2024 at 10:00 a.m. ET

Are your wires crossed when it comes to wire transfers? In this session, you will learn about the participants, flow, governance and exception handling of wire transfers. We will also learn about some security best practices to help protect your organization and your account holders.

This session will cover:

  • Wire participants and flow
  • Wire transfer governance
  • Wire transfer agreements
  • Exception handling
  • Risk management

This 90-minute webinar is designed for payments professionals, operations staff or anyone who wishes to learn more about wire transfers.

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

In accordance with the standards of 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.

Register Now

Quarterly Economic Insights Webinar

Scott Wood, SVP/chief investment officer, Vizo Financial
September 25, 2024 at 2:00 p.m. ET

We can all agree that the economy and the markets are unpredictable. So, what can we do? We can use the insights we have through trends, expert opinions, past performance in similar situations and so on to make educated predictions. That’s what these quarterly sessions are all about – sharing our insights to help your credit union achieve financial fortitude, regardless of what may actually happen in the future.

Each quarter Scott Wood, Vizo Financial’s SVP, chief investment officer, along with other Vizo Financial experts will examine the financial landscape and discuss topics at each session based on the current environment.

These topics may include:

  • Economic insights and trends
  • Market and ALM projections
  • Inflation
  • Rates
  • Liquidity
  • And other timely financial topics

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

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

In accordance with the standards of 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.

Register Now

Investing in Your People - Developing an Effective Mentor Program Webinar

Jeanne Heath, director of engagement & learning, Vizo Financial
October 10, 2024 at 2:00 p.m. ET

Mentor programs are one of the most effective and meaningful ways to invest in your people. A successful mentor program will improve skill development, increase employee engagement, fuel employee retention, enhance productivity and attract talent.

Join this webinar to:

  • Learn the three "W's" of mentor programs.
  • Hear insights from actual mentors and mentees.
  • Gather resources that will support you in developing or improving a meaningful mentor program!

This session is designed for staff responsible for managing and implementing the credit union’s mentor program.

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

In accordance with the standards of 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.

Register Now

Got Fraud? Webinar

Kari Kronberg, director of education, Macha/PAR
October 16, 2024 at 2:00 p.m. ET

So, you end up with a fraud situation in a payment system…now what? Let’s take an operational look on how to handle fraud across the payment channels.

In this session we will discuss:

  • Forgeries and alterations in checks
  • Unauthorized ACH entries
  • Card disputes
  • Fraudulent wire requests

This 90-minute webinar is designed for payments professionals, operations staff, compliance staff or anyone who wishes to learn more about payment fraud.

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

In accordance with the standards of 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.

Register Now

Engaging the Disengaged Employee Webinar

Joe Bertotto, SVP/chief culture officer, Vizo Financial
October 17, 2024 at 10:00 a.m. ET

The most recent data from Gallup notes that only 30% of employees are engaged. By definition, an engaged employee is a person who is willing to consistently give their discretionary effort to accomplish tasks. They are enthused about their work and enthusiastic about their workplace. Think how enjoyable and productive our offices would be if we were to double or triple that number of engaged employees at our credit unions. Join SVP/chief culture officer, Joe Bertotto, as he shares practical approaches to increase engagement. Recently Vizo Financial received their second consecutive Gallup Exceptional Workplace Award. This global honor is given to organizations who put employee engagement at the center of their strategic plan.

When you attend this webinar, you will learn:

  • The fundamental practices to increasing engagement.
  • How to move disengaged employees to engaged employees.
  • How to ensure that engaged employees don’t become disengaged over time.

This webinar is designed for credit union supervisors or anyone wishing to learn more about engaging employees.

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

In accordance with the standards of 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.

Register Now

Regulations and Compliance for Business Accounts Webinar

Mike Smith, VP, senior business services officer, CU Business Group, LLC
November 7, 2024 at 2:00 p.m. ET

This webinar will provide an overview of the most common regulations and compliance issues associated with business deposit accounts.

In this session, Mike will discuss the following regulations:

  • Regulation CC (Check Holds)
  • Regulation DD (Truth in Savings)
  • Regulation E (Electronic Funds Transfers)
  • Bank Secrecy Act
  • Know Your Customer (KYC) and Enhanced Customer Due Diligence

This webinar is designed for credit union staff considering offering business accounts to their membership or a review for those institutions that are offering business accounts.

TThere is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of 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.

Register Now

Tabletop Exercise - Threats to Your Credit Union Webinar

Mark Clarke,business continuity administrator, Vizo Financial
November 13, 2024 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 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.

Tabletop Details

  • This session will NOT be recorded for playback.
  • This session does NOT qualify for CPE credits.
  • No webinar materials or presentations will be made available for this session.
  • This exercise is designed for multiple team members.
  • Certificates of Completion will be awarded to individuals who log in to the live session independently.

There is no fee to attend this educational tabletop exercise; however, registration is required.

Register Now

Check Warranties & Indemnities Webinar

Kari Kronberg, director of education, Macha/PAR
November 19, 2024 at 10:00 a.m. ET

Understanding the promises and protections that are present in the Uniform Commercial Code (UCC) is crucial to your check processing operations.

This session will cover:

  • UCC Articles 3 and 4
  • Scenarios illustrating key warranties
  • Impact of breaching these warranties

This 90-minute webinar is designed for payments professionals, operations staff, compliance staff, NCPs or anyone who wishes to learn more about check warranties and indemnities.

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

In accordance with the standards of 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.

Register Now

Quarterly Economic Insights Webinar

Scott Wood, SVP/chief investment officer, Vizo Financial
December 4, 2024 at 2:00 p.m. ET

We can all agree that the economy and the markets are unpredictable. So, what can we do? We can use the insights we have through trends, expert opinions, past performance in similar situations and so on to make educated predictions. That’s what these quarterly sessions are all about – sharing our insights to help your credit union achieve financial fortitude, regardless of what may actually happen in the future.

Each quarter Scott Wood, Vizo Financial’s SVP, chief investment officer, along with other Vizo Financial experts will examine the financial landscape and discuss topics at each session based on the current environment.

These topics may include:

  • Economic insights and trends
  • Market and ALM projections
  • Inflation
  • Rates
  • Liquidity
  • And other timely financial topics

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

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

In accordance with the standards of 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.

Register Now

How Do I Return That? Webinar

Jessica Lelii, director of education, Macha/PAR
December 12, 2024 at 2:00 p.m. ET

Are you sometimes unsure of the right return reason code to use? Do dishonored returns and contested dishonored returns have you scratching your head? Knowing your rights and responsibilities under the rules will help you reduce the risk of potential loss for your institution.

This session will cover:

  • All returns
  • Dishonored returns
  • Contested dishonored returns
  • When the returns should be used

This 90-minute webinar is designed for ACH professionals, ACH operations staff, AAPs or anyone who wishes to learn more about ACH returns.

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

In accordance with the standards of 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.

Register Now

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