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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!

The Leadership Challenge Webinar

Joe Bertotto, chief culture officer, Vizo Financial
October 25, 2022 at 2:00 p.m. ET

Over the last 38 years, authors Jim Kouzes and Barry Posner have been researching the art and science of leadership by interviewing managers on their personal best leadership experience. Based on data from over 7,000 interviews, they have developed a framework which leaders can use as an operating system to create a positive work environment and engage their teams.

This operating system is comprised of five practices:

  • Model the Way
  • Inspire a Shared Vision
  • Challenge the Process
  • Enable Others to Act
  • Encourage the Heart

The application of these five practices is filled with nuance and details. Join Vizo Financial’s chief culture officer, Joe Bertotto, a certified coach in The Leadership Challenge Feedback Assessment (LPI 360), as he provides useful insight in how to get the most of these practices as you lead your team.

This webinar is designed for credit union staff that are responsible for managing employees and leading the credit union or anyone wishing to learn more about the leadership and these five practices.

There is no fee to attend this educational webinar; however, space is limited and 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 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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Is Your Organization Ready for the FedNow Service in 2023? Webinar

Joni Everhart Hopkins, vice president, Federal Reserve Bank of Chicago
November 1, 2022 at 2:00 p.m. ET

Will your organization be ready to capitalize on instant payments when the FedNow Service arrives in 2023? This service will enable financial institutions and other service providers to offer innovative instant payments solutions that support a broad range of transaction types and use cases for businesses and consumers alike. Join Joni Hopkins, vice president of Federal Reserve Financial Services, to learn about the FedNow functionality, use case opportunities and research on U.S. instant payments demand. Plus, learn about resources available today to help your organization embrace instant payments transformation with an actionable strategy for FedNow Service implementation.

This session will discuss:

  • What instant payments are
  • Resources available for instant payments
  • Instant payment strategy for financial institutions

This webinar is designed for payment service professionals or anyone who wishes to learn more about the FedNow service.

There is no fee to attend this educational webinar; however, space is limited and 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 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

Mark Clarke, business continuity administrator, Vizo Financial
November 2, 2022 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.

There is no fee to attend this educational webinar; however, registration is required. Please note, this session will NOT be recorded for playback. This session does NOT qualify for CPE credits.

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Market Update and Outlook for 2023 Webinar

Fred Eisel, chief investment officer, Vizo Financial
November 15, 2022 at 10:00 a.m. ET

The Fed has been very aggressive in tightening monetary policy, by increasing overnight rates to close to 3% and beginning to allow their balance sheet to shrink. The markets continue to debate how far the Fed will go in trying to control inflation, and if their aggressive stance puts the U.S. economy in a recession. Join Fred as he provides an update on the current economy and what to expect in 2023 with regard to rates, the Fed and the overall economy.

This session will cover:

  • A review of how the economy performed in 2022 and what to expect in 2023
  • Market projections for interest rates in 2023 and the implications
  • What the Fed has in store in 2023 given the current economic climate

This session is designed for staff responsible for managing the credit union or anyone wishing to learn more about the state of the economy and outlook for 2023 and its impact to the credit union industry.

There is no fee to attend this educational webinar; however, space is limited and 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 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

Addressing Elder Financial Abuse Webinar

Cindy Hagan, compliance & fraud risk director, Vizo Financial
November 17, 2022 at 2:00 p.m. ET

They say age is just a number. But for scammers, age is an opportunity to prey upon a person’s vulnerabilities. That’s why older individuals are most at risk for financial exploitation, and it costs millions (yes, millions) of dollars per year in losses for these individuals. You may be wondering what your credit union can do to help your members fight back against elder financial abuse. That’s what this session is all about! Cindy will walk you through common signs, schemes and suspects to help your staff and your members armor up against elder financial abuse.

This session will discuss:

  • Warning signs of elder financial abuse
  • Types of scams that propagate abuse
  • Who is most likely to prey on elders
  • The role of your credit union in abuse prevention and mitigation
  • Resources for credit unions and members

This webinar is designed for credit union staff in a leadership role, managers, compliance, training, fraud or anyone wishing to learn more about elder abuse.

There is no fee to attend this educational webinar; however, space is limited and 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 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

Everything You Need to Know About IAT Entries Webinar

Jessica Lelii, assistant director of education, Macha/PAR
November 29, 2022 at 2:00 p.m. ET

International ACH Transactions (IAT) have specific handling requirements which are mandated by the Nacha Operating Rules and OFAC. This session will give you step by step procedures on how to handle your IAT entries, focusing on suspect and return entries. Proper handling of IATs can save your financial institution time and money along with minimizing your risk.

This session will include:

  • IAT Entry Formatting
  • Exception Handling
  • Regulation Review

This webinar is designed for ACH professionals, ACH operations staff, audit staff, compliance staff, AAPs or anyone who wishes to learn more about ACH.

There is no fee to attend this educational webinar; however, space is limited and registration is required. Due to this program being offered free of charge, there will be no refunds issued. 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 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 attendee who attend this live session will receive a certificate of completion and CPE credit.

Register Now

CECL Best Practices for an Evolving Financial Future Webinar

Mike Umscheid, President / CEO, ARCSys
December 6, 2022 at 2:00 p.m. ET

Are you counting down to the official implementation of the new CECL rule? It may be right around the corner, and you may have already poured a lot of time and research into your preparations, but that doesn’t mean there isn’t still more to learn. Like anything else, CECL is bound to evolve and make accommodations for a financial future that we have yet to experience. What your credit union can do to be ready for any changes that come about is to educate your staff on and incorporate best practices for CECL. Join us as we discuss some of the most useful best practices you can implement now and use to your advantage as CECL transforms in the future.

This session will cover:

  • Gathering historical data for modeling selection and determining adjustments
  • Understanding forecasting concepts and preparing documentation
  • Back-testing your results – a new requirement under CECL
  • Understanding attribution results and what is causing your allowance to change for disclosures

This webinar is designed for all staff who are responsible for CECL within your credit union, or anyone wishing to learn more about CECL best practices.

There is no fee to attend this educational webinar; however, space is limited and registration is required. Due to this program being offered free of charge, there will be no refunds issued. 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 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 join this live session will receive a certificate of completion and CPE credit.

Register Now

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