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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.


September Economic Forecast Webinar

September 30, 2022 at 1:00 p.m. ET

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CU Business Group

Commercial Appraisal Reviews – Performing, Understanding, and Using the Review Webinar

October 6, 2022 at 11:00 a.m. PT

Independent and thorough real estate appraisal reviews are a regulatory requirement and continues to be an area of examiner scrutiny.

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Reassessing and Re-Valuing Collateral During Annual Reviews Webinar

November 3, 2022 at 11:00 a.m. PT

Collateral is likely your secondary source of repayment so knowing the current value is a key part of assessing risk. Collateral re-valuation is a regulatory requirement (and hot button) and an industry best practice. In this session we show how to effectively revalue real estate and assess collateral risk on existing loans.

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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).

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Protecting Your Top Asset: Strategies for Building & Retaining Your Talent Bench Webinar

October 27, 2022 at 1:00 p.m. CT

Growing your financial institutions’ next generation of superstars takes more than an eye for talent and some training. It requires you to look at your institution holistically to find opportunities to shorten the learning curve while reevaluating assumptions about what your FI has to offer employees. This webinar will give you a new perspective on talent management.

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