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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.


There are no upcoming events to display at this time.

CU Business Group

Board and Business Loan Committee Training

January 26, 2023 at 11:00 a.m. PT

This webinar gives key decision makers the information and knowledge they need to successfully oversee your credit union’s business lending program. We’ll review MBL regulations and important regulatory issues as well as the importance of cash flow and how to calculate it and other key financial ratios. Learn to distinguish between the different types of business loans and understand the primary functions of a business loan committee.

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Inflation and the Economy’s Potential Impacts on CRE Loans

February 15, 2023 at 11:00 a.m. PT

Inflation is often thought to have a minimal impact on commercial real estate. However, the numbers tell a different story. For nearly 30 years, real estate owners and managers have not had to worry about inflation’s effects on operating expenses, rents, and valuations – until now.

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CUBG 2023 Outlook: Trends in Commercial Services

February 23, 2023 at 11:00 a.m. PT

Join CUBG CEO Justin Conrey for a live one-hour webinar on the latest in credit union commercial services. Hear industry statistics and trends, what to expect in 2023, and what your credit union should be doing now and in the foreseeable future.

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Business Account Basics

Part 1: March 1, 2023 at 11:00 a.m. PT
Part 2: March 8, 2023 at 11:00 a.m. PT

A business relationship with your credit union often begins at account opening. Give your staff the training they need to open and maintain accounts for all business types. Join CUBG’s Liz Volin in a two-part webinar series on the basics of business accounts.

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K-1 Analysis for Lenders and Analysts

March 9, 2023 at 11:00 a.m. PT

Schedule K-1s report a partner’s share of a business’ profits, losses, deductions, and credits to the IRS. Analyzing K-1s is critical to gain a complete understanding of borrower and guarantor cash flow. This session will explore two of the most common types of K-1s credit unions encounter – S-Corp and LLCs, and teach you how to find and analyze business cash and income that passes through to the owners.

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interlutions logo InterLutions/I-care

ERISA is a friend of mine


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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Regulatory Expectations & Enforcement in 2023

January 26, 2023 at 1:00 p.m. CST

What will examiners be looking for in 2023? Join the Ncontracts regulatory compliance team for an overview of emerging compliance trends and compliance risk—and how to effectively manage them. We’ll highlight recent enforcement actions and offer recommendations on how to proactively avoid making similar mistakes.

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