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Partner Education

One of our core values here at Vizo Financial is Continue to Learn, and, as you know, one of the eight cooperative principles is Education, Training and Information. So, it’s safe to say that education is very valuable to us, and we are dedicated to encouraging the educational development of our credit union employees and volunteers. Through Vizo Financial's strategic partnerships, your credit union has access to additional educational resources.

Please note that these education session are being hosted by our partners, not Vizo Financial. If you are interested in attending any of these educational opportunities, please click the learn more button. This will then redirect you to the registration page on the corresponding partner’s website.

ARCSys logoARCSys



Creating Financial Disclosures for Your CECL Calculation Webinar

December 19, 2023 at 3:30 PM ET

Creating financial disclosures for your CECL calculation can be a complex process. That’s why our Creating Financial Disclosures for Your CECL Calculation webinar is here to help. In this webinar, we’ll show you how to identify new and modified disclosure requirements, describe your CECL models with consistency to risk and forecasts, communicate causes CECL model changes in a way that is directionally consistent with risks and forecasts, and prepare disclosures that support the decision to change models for a given pool. Join us, and we’ll help you make creating financial disclosures for your CECL calculation easy and efficient.

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CUBG logo CU Business Group


There are no upcoming education sessions at this time




interlutions logo InterLutions/I-care

ERISA is a friend of mine

Podcast

InterLutions partners with Lockton Companies to enhance credit unions employee benefits programs. Lockton Companies hosts a podcast, ERISA is a friend of mine, that covers employee benefits compliance on Employee Retirement Income Security Act (ERISA).

Target Audience: CEOs of credit unions with 1-25 employees

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filene logo Filene Research Institute

The Year Ahead Webinar

December 14, 2023 – 11:00 a.m. CT

It’s the end of the year, you know what that means. Join us for our annual year-end wrap up where we will share our favorite reports from this year and key insights that made these reports stand out.

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ncontracts logo Ncontracts

Inside the New CRA: What You Need to Know Webinar

December 14, 2023 – 1:00 p.m. CT

The OCC, FDIC, and Federal Reserve have released their final Community Reinvestment Act (CRA) modernization rule. What does your bank need to do to prepare?

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StrategyCorps

There are no upcoming education sessions at this time.

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