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Upcoming Webinars

BSA/AML Basics Compliance Training Webinar

Cindy Hagan, compliance administrator
February 6, 2020 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 cover:

  • BSA and AML regulations
  • BSA and AML reporting requirments
  • CTRs, SARs, 314 (a) and member indentificaiton
  • 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.




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

Mike Umscheid, President/CEO, ARCSys
February 20 at 2:00 p.m. ET
May 19 at 2:00 p.m. ET
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.




Understanding CECL for Small Institutions

Mike Umscheid, President/CEO, ARCSys
March 3, 2020 at 2:00 p.m. ET

Please join Vizo Financial’s CECL partner Michael Umscheid, president/CEO of ARCSys as he discusses the CECL needs for smaller institutions of $100 million and below. This webinar will focus on the key elements a smaller institution needs to have in their CECL application process and different models that can be run with loan level or summary data.

This session will discuss:

  • Key elements for the CECL process
  • Different models with loan level and summary data
  • How Vizo Financial can assist

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 these educational webinars, however 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.




Portfolio Strategies with Monetary Policy on Hold

Scott Wood, portfolio strategist, Vizo Financial
March 11, 2020 at 2:00 p.m. ET

Credit unions everywhere are feeling the impact of a market where monetary policy is at a standstill. But that leaves the question: what do we do now? Which direction is the right one? There’s not a one-size-fits all answer, but there are some strategies you can explore to help you manage your portfolio in the current environment. This session will help you understand the current yield curve and rate projections, then walk you through some potential strategies for your credit union. We’ll discuss Vizo Financial’s share account options, what many credit unions are investing in today and how strategies will evolve for a flat rate curve and a Fed that remains on hold. In addition, we’ll do a yield comparison to see how different fixed income investments would be advantageous in a variety of scenarios. Just because monetary policy is static doesn’t mean your portfolio has to be. Join us for this session to keep your strategy strong!

This session will discuss:

  • Current yield curve and rate projections
  • Vizo Financial share accounts and CD Special
  • What credit unions are investing in today
  • Investment strategies for a flat curve and a Fed on hold through 2020
  • Yields and advantages of different fixed income investments

This webinar is designed for credit union staff responsible for managing the credit union’s investment portfolio or anyone wishing to learn more about portfolio strategies.

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.