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Upcoming Webinars

Want live education that comes to you? Look no further! Vizo Financial hosts several webinars throughout the year to bring credit unions the training and education they deserve. Look for webinars to cover the foundational components of financial institution operations, featuring expert speakers from our very own staff and our partner organizations. As a bonus, the majority of our webinars are free to credit unions and are recorded for playback. Webinars for the win!

Spending Time Becoming a Great Leader Webinar

Joe Bertotto, chief culture officer, Vizo Financial
December 5, 2023 at 10:00 a.m. ET

In this webinar, we will discuss how to use your time effectively to improve your leadership abilities, your team’s skills, and your results. Many times, during the workday, we get caught “in the thick of thin things”. It can feel like we are getting hit with one tidal wave after another of problems, issues, and crises. One way to mitigate this is by spending more and more of our time helping things go right instead of getting caught in the cycle of correcting things that go wrong. Join Vizo Financial’s chief culture officer, Joe Bertotto, as we shift our view of spending time from dealing with urgent matters to focusing on the important levers we can pull to increase our effectiveness and efficiency.

By attending this complimentary session, you will learn how to:

  • Effectively manage your time to increase your leadership capabilities.
  • Focus more time on important activities rather than urgent ones.
  • Consistently live your life based on your mission.

This webinar is designed for credit union leaders or anyone wishing to learn more about becoming a great leader.

There is no fee to attend this educational webinar; however, registration is required. The session will be recorded for on-demand training, which will be available on the Vizo Financial website 3-5 business days after the live session.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

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Return to Sender - Selecting Relevant Return Reason Codes Webinar

Jessica Lelii, director of education, Macha/PAR
December 12, 2023 at 2:00 p.m. ET

Are you sometimes unsure of the right return reason code to use? Do dishonored returns and contested dishonored returns have you scratching your head? In this session, we will cover all of the return, dishonored return, and contested dishonored return codes, and when they should appropriately be used. Knowing your rights and responsibilities under the Rules will help you reduce the risk of potential loss for your institution.

This session will include:

  • Review of return codes
  • When and how to use each return code
  • Your credit union’s rights and responsibilities

This 90-minute webinar is designed for ACH professionals, ACH operations staff, audit staff, compliance staff, AAPs or anyone who wishes to learn more about selecting relevant return reason codes.

There is no fee to attend this educational webinar; however, registration is required. The session will be recorded for on-demand training, which will be available on the Vizo Financial website 3-5 business days after the live session.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Vizo Financial's Quarterly Tech-Talks

James Dellarosa, product strategy manager, Vizo Financial
December 19, 2023 at 1:00 p.m. ET

Technology. Innovation. Transformation.

These are the things that drive credit unions forward. Since the day credit unions were formed, our purpose of helping members meet their financial goals has remained the same. Our methods, however, have changed. With each passing year, new events change the course of modern life, new trends take hold and, most importantly, new technologies emerge.

It’s time for credit unions to join together with the curators of these technologies to achieve success in the modern world. Vizo Financial can serve as your link to these companies that hold the key to innovation through our quarterly Tech-Talk events.

Each Tech-Talk will feature mini demos and showcase the FinTechs we think can bring big benefits to credit unions. In these quick 30-minute discussions, you’ll gain some understanding of the newest tools available to you, as well as what they could mean for the future of your institution, and get answers to your questions.

This is your time to seek out the technology and innovation to help revolutionize your credit union. Let our Tech-Talk events be the start of your transformation journey!

There is no fee to attend these meetings; however, registration is required. These meetings will NOT be recorded and do NOT qualify for CPE credits.

Please note that this event is educational in nature and it is the responsibility of the credit union to follow their due diligence process if they elect to work with any of the companies discussed during these meetings.

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2024 ACH Rule Changes and Updates Webinar

Andi Crockett, product manager, EFT Vizo Financial/MY CU Services
January 17, 2024 at 2:00 p.m. ET

It’s that time of year, time to review the upcoming rules changes for ACH. Nacha Operating Rules need to be followed by all financial institutions that process ACH transactions. This webinar will provide the details your credit union needs to stay informed on the ACH payment requirements and remain in compliance with all the changes in 2024. Join Andi as she reviews current and upcoming Nacha rules.

This session will include:

  • Past: Rules review for 2023
  • Present: Rules changes and updates for 2024
  • Future: Rules on the horizon for 2025

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

There is no fee to attend this educational webinar; however, registration is required. Due to this program being offered free of charge, there will be no refunds issued. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

BSA/AML Basics Compliance Training Webinar

Cindy Hagan, vp, compliance and fraud risk, Vizo Financial
January 24, 2024 at 10:00 a.m. ET

The NCUA requires Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) training each year for credit union personnel. Fulfill this requirement by attending this webinar on the basics of BSA/AML.

This session will include:

  • BSA and AML regulations
  • BSA and AML reporting requirements
  • CTRs, SARs, 314(a) and member identification
  • Changes to and considerations for the compliance landscape

This webinar is designed for all credit union staff who need to complete their yearly BSA/AML training.

The cost for this session is $79.00 per registered attendee. Only registered attendees who attend this live session will receive a certificate of completion or CPE certificate. This session will NOT be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Credit Union Security: What Would You Do?

Mike Bechtel,information security analyst, Vizo Financial
February 13, 2024 at 10:00 a.m. ET

Bad news…there’s been a business email compromise at your credit union. In addition, one employee is reporting that they received a pop-up message about viruses on their computer and your CEO clicked an email link that, in hindsight, seems suspicious. No doubt about it, it’s a bad day for security at your credit union. But there’s no time to dwell on the negatives – it’s time to take action.

When these scary security situations arise, you have to have a plan of attack…or, rather, counterattack. That’s what this session, led by information security analyst, Mike Bechtel, is all about. Let’s analyze the steps you can take to address a variety of security issues that may befall your small credit union.

This session will include:

  • Examine several security, risk and fraud scenarios.
  • Discuss the events that transpired in each real-world example.
  • Evaluate what worked and what didn’t.

This webinar is designed for all credit union team members who are responsible for the risk and security of their credit union or anyone wishing to learn more about the risk and security issues credit unions face.

There is no fee to attend this educational webinar; however, registration is required. Due to this program being offered free of charge, there will be no refunds issued. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

A Tour in the World of International Wire Transfers Webinar

Andi Crockett, AAP, product manager, EFT, Vizo Financial/MY CU Service
Tarah Sweigart, payments risk analyst, Vizo Financial
March 21, 2024 at 10:00 a.m. ET

There are quite a few rails that payments can travel on these days — ACH, checks, cards, wires, real-time payments and the newly created FedNow® Service rail. With your members utilizing multiple rails every day, it can be difficult to remember the processes, timelines, rules and regulations for each. Join Tarah Sweigart and Andi Crockett for this webinar to take a ride on the rails that include international wire transfers. From the operations side to the rules and regulations, Andi and Tarah are going to be your tour guides as they help you rediscover the world of international wire transfers.

This complimentary webinar will discuss:

  • Process of international wire transfers.
  • Timeline from submission to crediting accounts.
  • Rules and regulations of international wire transfers.

This webinar is designed for all credit union team members who are responsible for international wire transfers at their credit union or anyone wishing to learn more about the world of international wire transfers.

There is no fee to attend this educational webinar; however, registration is required. Due to this program being offered free of charge, there will be no refunds issued. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Tabletop Exercise - Threats to Your Credit Union Webinar

Mark Clarke, business continuity administrator, Vizo Financial
June 5, 2024 at 2:00 p.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 tabletop session is designed for multiple credit union team members to participate together. The session will break periodically for 5-10 minute intervals to allow time for team discussion regarding the tabletop scenario. The goal of this exercise is to test the effectiveness and efficiency of the team and your credit union’s security and risk plans.

Tabletop Details

  • This session will NOT be recorded for playback.
  • This session does NOT qualify for CPE credits.
  • No webinar materials or presentations will be made available for this session.
  • This exercise is designed for multiple team members.
  • Certificates of Completion will be awarded to individuals who log in to the live session independently.

There is no fee to attend this educational tabletop exercise; however, registration is required.

Additional Session:

Wednesday, November 13, 2024 - 10:00 a.m. ET

Register Now

BSA/AML Basics Compliance Training Webinar

Cindy Hagan, vp, compliance and fraud risk, Vizo Financial
July 17, 2024 at 2:00 p.m. ET

The NCUA requires Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) training each year for credit union personnel. Fulfill this requirement by attending this webinar on the basics of BSA/AML.

This session will include:

  • BSA and AML regulations
  • BSA and AML reporting requirements
  • CTRs, SARs, 314(a) and member identification
  • Changes to and considerations for the compliance landscape

This webinar is designed for all credit union staff who need to complete their yearly BSA/AML training.

The cost for this session is $79.00 per registered attendee. Only registered attendees who attend this live session will receive a certificate of completion or CPE certificate. This session will NOT be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

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