Education
Upcoming Events Recordings & Demos
MY CU Services offers various opportunities for education through events, webinars, and demos.
Upcoming Events
How Do I Return That? Webinar
Macha/PAR Team Macha/PAR
December 12, 2024 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? Knowing your rights and responsibilities under the rules will help you reduce the risk of potential loss for your institution.
This session will cover:
- All returns
- Dishonored returns
- Contested dishonored returns
- When the returns should be used
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. 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.
2025 ACH Rule Changes and Updates Webinar
Andi Crockett, product manager, EFT, Vizo Financial/MY CU Services
January 22, 2025 at 10:00 a.m. ET
It’s that time of year - time to throw on your trench coat and investigate the upcoming rules changes for ACH. The Nacha Operating Rules and Guidelines need to be followed by all financial institutions that participate in the ACH Network. This webinar will provide all the "CLUES" your credit union needs to stay informed on ACH requirements and also to remain in compliance with changes and updates in 2025. So, pull out your magnifying glass and join Andi as she reviews current and upcoming Nacha Rules.
This session will cover:
- Secrets of the Past: Rules review 2024
- Follow the Evidence: What to uncover in 2025
- Find the Clues: Rules disguised until 2026
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.
Recordings and Demos
Meet CUaxis and the CU*BASE System Webinar
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.
View Webinar Recording (55 min)
Check Warranties & Indemnities Webinar
Understanding the promises and protections that are present in the Uniform Commercial Code (UCC) is crucial to your check processing operations.
View Webinar Recording (1 hour 32 min)
Got Fraud? Webinar
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.
View Webinar Recording (1 hour 34 min)
High Wire: Wire Transfer Best Practices Webinar
Are your wires crossed when it comes to wire transfers? In this session, you will learn about the participants, flow, governance and exception handling of wire transfers. We will also learn about some security best practices to help protect your organization and your account holders.
View Webinar Recording (1 hour 33 min)
The I Do’s and I Don’ts of Third-Party Sender Relationships Webinar
Every good marriage begins with a foundation of honesty and trust. But does the idea of conducting a Third-Party Sender (TPS) audit have you shying away from commitment? Are TPS agreements and risk assessments keeping you out of the dating game? If so, you are not alone! This session will help to ensure a lasting relationship between you and your Third-Party Sender!
View Webinar Recording (1 hour 27 min)
Resolving Errors with Regulation E Webinar
Regulation E protects consumers in electronic funds transfers. The error resolution process is one of the most crucial aspects of Regulation E compliance.
View Webinar Recording (1 hour 34 min)
Road to Recovery: Return Requests and Reversals Webinar
We are currently living in the era of authorized credit push fraud…a.k.a. scams! As an ODFI, you must understand your rights and responsibilities to know what steps to take and to attempt to minimize unnecessary loss. RDFIs need to understand what is permissible and what is not. In this session, we will explore when to use a reversal and when to use a request for return of funds.
View Webinar Recording (1 hour 33 min)
Regulations for All Payment Systems Webinar
The rules and regulations that govern the United States payments systems exist to protect both financial institutions and their account holders - and there are so many of them! This is your opportunity to learn about how the rules and regulations for ACH, checks, cards and wire transfers intersect or diverge.
View Webinar Recording (1 hour 38 min)
Let's Agree To Agree – ACH Origination Agreements Webinar
The Nacha Operating Rules mandate that ODFIs have agreements in place that bind Originators, Third-Party Senders and Third-Party Service Providers to the ACH Rules. Do you understand what these agreements really mean? This session will help to ensure that your financial institution is not exposed to undue risk due to lack of understanding or poorly crafted ACH agreements.
View Webinar Recording (1 hour 38 min)
Work It Out! Exception Handling Webinar
Do you wish you were more exceptional at handling exceptions? Do you understand what an exception is and the requirements around them? Join us to gain a better understanding of exception handling. During this session, we’ll discuss the most frequently asked questions regarding check, card and ACH exceptions.
View Webinar Recording (1 hour 30 min)
Food for Thought: Check Fraud Webinar
Dealing with the big three of check issues of forgeries, alterations and counterfeit checks are some of the most challenging situations a financial institution can encounter. These issues have a very narrow return window and no adjustment options. Does your financial institution understand your obligations and options when it comes to handling these complicated situations?
View Webinar Recording (1 hour 30 min)
2024 ACH Rule Changes and Updates Webinar
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.
View Webinar Recording (1 hour 10 min)
Return To Sender - Selecting Relevant Return Reason Codes Webinar
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.
View Webinar Recording (1 hour 37 min)
P2P Doesn't Have to Mean Faster Fraud Webinar
Some of the most common questions asked by financial institutions pertain to consumer person-to-person (P2P) transfers via the ACH Network. Most often, the questions have to do with fixing something that went wrong. These problems include fraud, incorrect account numbers, and buyer’s remorse, all of which can result in financial losses for your organization. Don’t miss this chance to learn about the unique features of P2P transfers via the ACH network.
View Webinar Recording (1 hour 37 min)
To Ask or Not to Ask? That is the question - Return Request or Reversal Webinar
Is it better to ask permission or forgiveness? In the ACH Network, always ask permission. Join this educational session to learn more about the differences between properly initiated reversals and return request situations.
View Webinar Recording (1 hour 32 min)
FAQ: Exception Handling Webinar
Do you wish you were more exceptional at handling exceptions? During this session, we’ll discuss the most frequently asked questions regarding share draft, card, and ACH exceptions.
View Webinar Recording (1 hour 36 min)
Ace Your Audit – RDFI Webinar
All financial institutions must conduct an annual ACH audit. During this educational session, we will cover the NACHA Operating Rules’ audit requirements that are specific to the receipt of ACH transactions that are needed for you to ace your RDFI ACH audit. We will emphasize areas of high risk to RDFIs including return timeframes, posting and exception processing.
View Webinar Recording (1 hour 34 min)
Card Disputes Master Class Webinar
Card disputes can take on a life of their own. There are dates to remember, credits in and out, chargeback rights, regulations…how does anyone stay on top of it? This session will give an in-depth look into the card dispute process from start to finish, with several examples of transactions and scenarios.
View Webinar Recording (1 hour 34 min)
Learn More About Our Managed IT Services Webinar
MY CU Services has teamed up with CU*Answers to offer an entire suite of IT solutions to equip your credit union with the necessary resources to keep your information technology functions running smoothly. These services include workstation and server management, email management, network infrastructure management, backups and business continuity and support services. Learn more by attending this educational webinar with CU*Answers’ vice president of managed technology sales, Matt Sawtell.
View Webinar Recording (26 min)
A Deep Dive into FedNow Service Features and 24/7/365 Operations Webinar
Deepen your knowledge of the FedNow Service features and capabilities to prepare your credit union for 24/7/365 operations. Join Stephanie Miracle, director of FedNow product management, who will cover important operational topics that are top of mind for credit unions including release one features, reconcilement, accounting changes, reporting, liquidity management, fraud and risk mitigation and how to work with your service provider. Operations, technology and business development staff alike will find this webinar particularly valuable, as they consider tactical next steps to convert to always-on payment operations.
View Webinar Recording (1 hour 4 min)
But First We Verify - Proper Use of Micro-Entries and Prenotes Webinar
Does your institution know your rights and obligations regarding micro-entries and prenotifications? In this session, we will explore the proper initiation and handling of micro-entries and prenotes. Properly handling these items can help to reduce the number of future exception items and future headaches.
View Webinar Recording (1 hour 39 min)
Regulations for All Payment Systems Webinar
The rules and regulations that govern the U.S. payments systems exist to protect both financial institutions and their account holders — and there are so many of them! This is your opportunity to learn about how the rules and regulations for ACH, checks, cards and wire transfers intersect or diverge.
View Webinar Recording (1 hour 39 min)
Protect Yourself -The Proper Handling of Government Reclamations and Garnishments Webinar
The improper handling of Death Notification Entries (DNE), Government Reclamations and Garnishments can expose financial institutions to potential significant dollar losses. This session will cover the proper procedures for handling ACH Government Reclamations and the garnishment of accounts receiving federal government ACH benefit payments.
View Webinar Recording (1 hour 46 min)
Speedy, Safe, Secure, Smart: Which Faster Payment is the Right One for You? Webinar
With so many options for faster payments, how do you choose what is the right option for you? In this session, we'll explore the myriad of new and emerging payment types/networks and discuss the steps your institution should take to keep up!
View Webinar Recording (1 hour 39 min)
Everything You Need to Know About IAT Entries Webinar
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.
View Webinar Recording (1 hour 10 min)
Is Your Organization Ready for the FedNow Service in 2023? Webinar
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.
View Webinar Recording (1 hour 8 min)
Explore the Benefits of PayMōli
Join us for this webinar to explore the features and functionality of MY CU Services’ payment solution, PayMōli. PayMōli is a brandable P2P app that's safe, easy to implement, and cost-effective. With PayMōli, it’s simple for your credit union members to send money to anyone, anytime, using their iOS or Android smartphone or tablet. We’ll also walk through a live demonstration of the PayMōli app.
View Webinar Recording (1 hour 16 min)
Combatting Check Fraud
If you thought that fewer checks meant less fraud, guess again. Check fraud is still a major source of pain for credit unions, despite competing against new forms of payment. The real question is, how can your institution stop it from happening? Join Jim Bray as he takes a look at different methods, regulations and best practices for combatting check fraud.
View Webinar Recording (56 min)
Mobile Banking & Mobile Capture Demo
Want to see the Mobile Banking and Mobile Capture systems in action, but missed the webinar? Watch here!
View Webinar Recording (34 min)
OneClick Demo
Check out MY CU Services' innovative OneClick electronic bill payment solution, which combines a seamless online experience with our proven bill payment infrastructure.
View Webinar Recording (49 min)