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Upcoming Webinars

Offer Education Loans to Your Members with Sallie Mae

Angel Brewer, client specialist, Sallie Mae
April 9, 2020 at 2:00 p.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 registration is required. This session will be recorded for playback.

This session does NOT qualify for CPE credits.




Best Practices for Liquidity Management Webinar

Lisa Boylen, senior ALM consultant, Vizo Financial
April 21, 2020 at 10:00 a.m. ET

Despite stronger liquidity, liquidity risk remains a 2020 NCUA supervisory priority. In this session, we’ll review NCUA expectations for liquidity, as well as sound practices for an effective liquidity management program.

The webinar will provide guidance on:

  • NCUA regulatory expectations
  • Best practices for measuring liquidity
  • Identifying and employing asset and liability sources in your liquidity plan
  • Process for stress testing liquidity

This webinar is for credit union staff who handle the institution’s ALM and balance sheet management responsibilities or anyone who wants to learn more about liquidity management.

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.




Sallie Mae Education Loan Refresher Webinar

Angel Brewer, client specialist, Sallie Mae
April 28, 2020 at 2:00 p.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 webinar is for you. Join Angel 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 the Sallie Mae.

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

This session does NOT qualify for CPE credits.




Decoding ACH Return Codes

Jessica Lelii, AAP, product manager, EFT, Vizo Financial
May 12, 2020 at 10:00 a.m. ET
May 13, 2020 at 2:00 p.m. ET

ACH returns are a typical part of every credit union’s day-to-day tasks. But do you ever wonder to yourself, “um…what return code is this again?” It’s ironic, isn’t it? Here we are, trying to decode the codes we need to use to return an ACH payment. The truth is, they can be a bit confusing sometimes. Not to worry, though, because this session is meant to provide you with a better understanding of return codes so you don’t have to second guess yourself every time.

In addition to the main focus on return codes, this session will give you an overview on all things related to ACH returns, including:

  • Walkthrough of the returns process
  • Timeframes
  • General vs. extended returns
  • Dishonored and corrected dishonored returns
  • Contested returns
  • Reversing Originated Entries

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

There is no fee to attend this educational webinar. Space is limited and registration is required. In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour. This session will be recorded for playback.




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

Mike Umscheid, President/CEO, ARCSys
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.




Social Engineering: Threats & Defense

Mike Bechtel, information security analyst, Vizo Financial
Robert Gentry, information security analyst, Vizo Financial

May 28 at 10:00 a.m. ET

Five seconds. That should be all the time it takes for your staff to recognize a social engineering scam. Sometimes, that isn’t always the case though. Social engineering has become so widespread and sophisticated, it’s sometimes hard to know the difference between what’s real and what’s not. But that’s what security awareness training is for, right? Through this webinar, we’ll help you learn about the threats of social engineering, what steps you can take to defend your credit union against scams and why security awareness is key to that defense.

This session will cover:

  • A review of the most common avenues of social engineering attacks
  • The importance of security awareness training for credit union staff
  • Testing the effectiveness of training
  • Examples of social engineering attacks
  • A demo of Vizo Financial’s social engineering testing solution through our partner, KnowBe4

This webinar is designed for all staff who are responsible for security awareness and/or risk management within your credit union, or anyone wishing to learn more about security awareness testing.

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.




Tabletop Exercise - Threats to Your Credit Union

Mark Clarke, business continuity administrator, Vizo Financial
June 10, 2020 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 break periodically for 5-10 minute intervals to allow time for team discussion regarding the tabletop scenario.

Please only register one individual for your credit union’s team participation.

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




CECL Basics and Implementation Process

Mike Umscheid, President/CEO, ARCSys
June 18 at 2:00 p.m. ET

Please join Vizo Financial’s CECL partner Michael Umscheid, president/CEO of ARCSys as he discusses the basic requirements of CECL and provides an update to CECL since the standard was issued. This webinar will also examine the timeline on how long it took public companies to adopt CECL.

This session will discuss:

  • The basic requirements of CECL
  • Updates to CECL
  • Timeline to implement CECL

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.




Liquidity Options for Credit Unions

Scott Wood, portfolio strategist, Vizo Financial
June 24 at 2:00 p.m. ET

It doesn’t matter if liquidity is tight or in excess. Your credit union still needs options to manage the level of liquidity within your institution, right? But how do you determine which solutions would work best for you? Are there liquidity trends you should be aware of before making a decision? Find out about all of these things and more in this session! Join portfolio strategist, Scott Wood, to learn more about the current liquidity landscape and how to use various options to your benefit.

This session will cover:

  • Overview of the current liquidity landscape
  • Review of liquidity options available to credit unions
  • Cost comparisons of different liquidity options
  • What’s working for credit unions/options to consider

This webinar is designed for credit union staff responsible for the credit union’s liquidity or anyone who wishes to learn more about liquidity 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.

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.