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!
So, you end up with a fraud situation in a payment system…now what? Let’s take an operational look on how to handle fraud across the payment channels.
In this session we will discuss:
This 90-minute webinar is designed for payments professionals, operations staff, compliance staff or anyone who wishes to learn more about payment fraud.
There is no fee to attend this educational webinar; however, registration is required. 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.
The most recent data from Gallup notes that only 30% of employees are engaged. By definition, an engaged employee is a person who is willing to consistently give their discretionary effort to accomplish tasks. They are enthused about their work and enthusiastic about their workplace. Think how enjoyable and productive our offices would be if we were to double or triple that number of engaged employees at our credit unions. Join SVP/chief culture officer, Joe Bertotto, as he shares practical approaches to increase engagement. Recently Vizo Financial received their second consecutive Gallup Exceptional Workplace Award. This global honor is given to organizations who put employee engagement at the center of their strategic plan.
When you attend this webinar, you will learn:
This webinar is designed for credit union supervisors or anyone wishing to learn more about engaging employees.
There is no fee to attend this educational webinar; however, registration is required. 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.
This webinar will provide an overview of the most common regulations and compliance issues associated with business deposit accounts.
In this session, Mike will discuss the following regulations:
This webinar is designed for credit union staff considering offering business accounts to their membership or a review for those institutions that are offering business accounts.
TThere is no fee to attend this educational webinar; however, registration is required. 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.
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
There is no fee to attend this educational tabletop exercise; however, registration is required.
Understanding the promises and protections that are present in the Uniform Commercial Code (UCC) is crucial to your check processing operations.
This session will cover:
This 90-minute webinar is designed for payments professionals, operations staff, compliance staff, NCPs or anyone who wishes to learn more about check warranties and indemnities.
There is no fee to attend this educational webinar; however, registration is required. 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.
Back in 2020, Vizo Financial and our payments CUSO, MY CU Services, partnered with CU*Answers for their CU*BASE core processing system. Our goal was to create a core processing community where we can support and uplift each other through collaboration. This collaboration is the very reason Vizo Financial and MY CU Services created CUaxis, which is a community that connects credit unions with a whole host of resources to stay firmly on the cutting edge. From this central hub, you can find all the products and services that meet your credit union’s core processing needs and beyond.
Please join us for this 60-minute webinar, where we will provide a quick introduction to CUaxis and the CU*BASE core processing system, explore what it means to partner with a 100 percent credit union-owned core processing CUSO and review the technical capacities of the CU*BASE core system.
This session will provide information on:
This session is designed for credit unions considering a change in core processing systems or anyone wishing to learn more about the CUaxis network and community.
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 and CUaxis websites 3-5 business days after the live session.
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been 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.
We can all agree that the economy and the markets are unpredictable. So, what can we do? We can use the insights we have through trends, expert opinions, past performance in similar situations and so on to make educated predictions. That’s what these quarterly sessions are all about – sharing our insights to help your credit union achieve financial fortitude, regardless of what may actually happen in the future.
Each quarter Scott Wood, Vizo Financial’s SVP, chief investment officer, along with other Vizo Financial experts will examine the financial landscape and discuss topics at each session based on the current environment.
These topics may include:
This session is designed for staff responsible for managing a credit union or anyone wishing to learn more about the state of the economy and its impact to the credit union industry.
There is no fee to attend this educational webinar; however, registration is required. 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.
Are you sometimes unsure of the right return reason code to use? Do dishonored returns and contested dishonored returns have you scratching your head? Knowing your rights and responsibilities under the rules will help you reduce the risk of potential loss for your institution.
This session will cover:
This 90-minute webinar is designed for ACH professionals, ACH operations staff, AAPs or anyone who wishes to learn more about ACH returns.
There is no fee to attend this educational webinar; however, registration is required. 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.
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