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Upcoming Webinars

Drive Down Healthcare Costs Through Volume and Collaboration

Jesse Kohl, President, InterLutions
March 3, 2021 at 2:00 p.m. ET

Vizo Financial’s partner, InterLutions, continues to build collaborative healthcare models to help credit unions reduce risk, recruit talent and drive down medical insurance costs. Join us to learn more about the unique group solutions available from InterLutions through its innovative I-Care service, including an Insurance Captive and an Association Health Plan. The CUSO will also highlight the latest I-Care solutions that help credit unions pool their resources to spread the risk of high-cost claims.

This webinar is designed for staff responsible for employee benefits within your credit union, or anyone wishing to learn more about healthcare options.

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

Register Now




Understanding Collateral Dependent Loans and Converting Impaired loans at adoption of CECL

Mike Umscheid, President/CEO, ARCSys
March 23, 2021 at 10:00 a.m. ET

This session will cover three key CECL topics concerning the removal of “Impaired Loans Concept” and transitioning to the Collateral Dependent Concept as well as converting impaired loans and PCD loans when adopting CECL.

Key concepts discussed during this session include:

  • Understanding why impaired loans are not part of CECL and how and when to utilize the Collateral Dependent Concept
  • Discuss the process to convert impaired loans when adopting CECL and why not all impaired loans will convert.
  • Gain an understanding of how Purchased Credit Deteriorated Loans will convert to pool loans or collateral dependent loans at adoption and the underlying accounting

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 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 to registered attendees that access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements.

Register Now




Sallie Mae Education Loan Refresher

Karie Bedford, Sallie Mae
April 21, 2021 at 10:00 a.m. ET

If your credit union is on the Sallie Mae education loan program through Vizo Financial and would like a refresher on the program prior to the rush of student loan season, this 30-minute webinar is for you. Join Karie from Sallie Mae as she provides a refresher course on the Sallie Mae Education Loan products and demonstrates the marketing resources available to your credit union.

This session will cover:

  • Demonstration of the marketing materials
  • Refresher on how the program works
  • Tips to increasing member awareness

This session is designed for credit unions already enrolled in the Vizo Financial Sallie Mae program and the staff responsible for the implementation and promotion of Sallie Mae.

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

Register Now




Offer Education Loans to Your Members with Sallie Mae

Karie Bedford, Sallie Mae
April 28, 2021 at 10:00 a.m. ET

Now is the time to start preparing for the rush of students - many of them your members - searching for education loans. As college tuition costs continue to rise, more students are in need of private education loans to help fund the gap between financial aid and college expenses. With the Education Loans from Sallie Mae, in partnership with Vizo Financial, your credit union members can choose from three in-school repayment options to help them pay off their loans faster and save more money compared to the conventional private loan.

This session will cover:

  • Benefits to offering the Sallie Mae education loan program
  • How the program works
  • Implementation and training process

This session is designed for credit unions looking to offer an education loan program and the staff responsible for the implementation and promotion of the Sallie Mae partnership or anyone looking to learn more about the Vizo Financial Sallie Mae program and partnership.

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

Register Now




Leadership Book Club Webinar Series

Joe Bertotto, chief culture officer, Vizo Financial
May 12, 2021 at 2:00 p.m. ET
May 18, 2021 at 2:00 p.m. ET
May 25, 2021 at 2:00 p.m. ET
June 2, 2021 at 2:00 p.m. ET
June 10, 2021 at 2:00 p.m. ET

How does a leadership book club sound? Join Vizo Financial’s chief culture officer, Joe Bertotto, as he leads a five-week book club and facilitates discussions pertaining to the club's literature, Picking Up the Gum Wrapper: How to Create a Workplace That Increases Performance While Improving Lives. Joe also happens to be the author of this book, which will walk you through three proven steps to building a compelling workplace.

Here are some details about the leadership book club:

  • Joe will lead five one-hour sessions, dates listed above
  • All participants will read approximately 50 pages of the book before each session
  • Dialogue about the reading and how to implement those tactics will guide the discussion
  • These highly interactive sessions will be held via Zoom, so a camera and audio are required for each participant
  • The cost to participate is $25 per attendee, plus the cost of the book.
  • Attendance is limited to 25, so register early

This webinar series is designed for staff responsible for managing and leading the credit union or anyone wishing to participate in a leadership book club.

There is a $25 fee to attend this educational webinar series. Space is limited to 25 attendees and registration is required. These sessions 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 that access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements.

If your credit union would like to establish a leadership book club for your credit union only, please contact the marketing team at marketing@vfccu.org.

Register Now




Tabletop Exercise - Threats to Your Credit Union

Mark Clarke, business continuity administrator, Vizo Financial
June 10, 2021 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 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 be conducted using Zoom and will break into breakout rooms periodically for 5-10 minute intervals to allow time for team discussion regarding the tabletop scenario. Cameras are optional but audio is required, as you will need to be able to hear and discuss with your team members. Each team member of your credit union that plans to participate will need to register. You will automatically be placed into a breakout room with other individuals from your credit union.

There is no fee to attend this educational webinar; however, space is limited and registration is required.

Please note, this session will NOT be recorded for playback. This session does NOT qualify for CPE credits.

Register Now




Onboarding in a Box Webinar Series

Jeanne Heath, Learning & Engagement Champion, Vizo Financial

Back by popular demand, Vizo Financial will be offering the “Onboarding in a Box” webinar series in 2021.

Make the first interactions with new employees count! A solid onboarding program is the foundation for lasting employee engagement, satisfaction, and retention. From setting the stage to making an impactful difference to sustained success, this three-part webinar series will provide you with essential information and resources for every stage of the of the onboarding process.

This 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, space is limited and registration is required. These sessions 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 to registered attendees that access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements.

The webinars in the series are below.

First Impressions
October 14, 2021 at 10:00 – 11:30 a.m. ET

Difference Makers
October 21, 2021 at 10:00 – 11:30 a.m. ET

Long-Term Impact
October 28, 2021 at 10:00 – 11:30 a.m. ET

Register Now