Skip to main content

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.


Monthly and Quarterly Board Reporting for CECL

June 22, 2023 at 2:00 p.m. ET

CECL requires enhanced board reporting due to the forecasting and volatility inherent in modeling. With our Monthly and Quarterly Board Reporting for CECL webinar. You’ll get the knowledge and abilities needed to improve your CECL board reporting. You’ll be able to report key indicators and changes in risk, and use powerful data visualizations. With our webinar, you’ll be able to keep the board informed and up-to-date with the current risk assessments.

Learn More

June Quarterly Economic Forecast Update

June 28, 2023 at 2:00 p.m. ET

ARCSys provides this quarterly webinar to support the quarterly review of economic and employment forecasts to be utilized in CECL models. We will discuss the economic environment and specific forecasts of economic and employment indicators. The webinar will also provide numerous public economic forecasts from various organizations to help you determine the correct direction of your forecast for variables you are utilizing in your CECL model.

Learn More

CU Business Group

Setting and Monitoring ACH/RDC Limits

June 8, 2023 at 11:00 a.m. PT

Automated Clearing House (ACH) and Remote Deposit Capture (RDC) have become industry standards in deposits and are common products for credit union business members. However, both also come with their own regulations and challenges. Managing risk is essential to protect both the credit union and the member. In this webinar, join CUBG’s Liz Volin to learn how you can identify and mitigate risk.

Learn More

Commercial Lending for Credit Union Auditors

June 22, 2023 at 11:00 a.m. PT

Your audit department plays a vital role at your credit union. Encourage them to view this webinar on commercial lending, designed specifically for auditors.

Auditors play a vital role at your credit union. Give your internal auditors the training and resources they need to understand commercial lending in the credit union industry.

Learn More

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

Learn More

filene logo Filene Research Institute

There are no upcoming events to display at this time.

ncontracts logo Ncontracts

The Efficiency Formula: Harnessing Talent, Compliance, and Collaboration

June 29, 2023 at 1:00 p.m. CT

A regulatory compliance expert, an HR executive, and an expert in employee engagement walk into a webinar. It’s not a joke – it’s the start of an insightful conversation on the link between onboarding, collaboration, and compliance training.

Learn More


Reinventing Small Business Checking

June 13, 2023 at 2:00 p.m. CT

The competition for small business customers is intense because every FI wants (needs) to grow small business customers. But most FIs lack compelling products that are different and will influence a busy small business owner to start a new banking relationship or stay with their existing one.

Learn More

Stay Connected!

Be the first to know about upcoming events, with announcements sent straight to your inbox!

Subscribe Now