Education
Upcoming Events Recordings & Demos
MY CU Services offers various opportunities for education through events, webinars, and demos.
Upcoming Events
Learn More About Our Managed IT Services Webinar
Matt Sawtell, VP managed technology sales, CU*Answers
June 6, 2023 at 2:00 p.m. ET
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.
This session is designed for staff who are responsible for managing the credit union’s technology infrastructure.
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 MY CU Services websites 3-5 business days after the live session. This session does NOT qualify for CPE credits.
Card Disputes Master Class Webinar
Kari Kronberg, director of education, Macha/PAR
June 20, 2023 at 10:00 a.m. ET
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.
We will discuss:
- Cardholder dispute forms
- Provisional and final credit
- Notifications to the cardholder
- Regulation E, along with Visa/Mastercard Rules
- Tips and tricks to keep it all straight
This 90-minute webinar is designed for credit union staff responsible for handling card services or anyone who wishes to learn more about card disputes.
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 be recorded for playback, 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 attend this live session will receive a certificate of completion and CPE credit.
Recordings and Demos
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)
2023 ACH Rules Update Webinar
Let's get a jump on 2023! The ACH Network is constantly evolving and updating the Rules. Join us to hear what's happening in 2023 and the steps your organization needs to take to be prepared.
View Webinar Recording (1 hour 46 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)
ACH for P2P Transfers: Perils & Protections Webinar
Some of the most common ACH questions pertain to consumer person-to-person (P2P) transfers via the ACH Network. Most often, 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.
View Webinar Recording (1 hour 19 min)
Validate and Verify! The Proper Use of Micro-Entries and Prenotes Webinar
With Nacha's new WEB debit account validation rule in place, RDFIs can expect to see an increase in the number of micro-entries and prenotes received. Does your institution know your rights and obligations? 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 reduce future headaches.
View Webinar Recording (1 hour 2 min)
How to Be the Amazon Prime of Checking
Consumers have shown that they love to buy and pay for services on a subscription basis (think Amazon Prime, Netflix, Costco and Spotify). Nearly every major industry dealing directly with consumers has adopted this pricing model… except the banking industry.
View Webinar Recording (57 min)
Reimagining Your NSF Program
Are you feeling the pressure to make changes to your overdraft and NSF programs, including lowering or eliminating fees? What does the future hold for financial institutions as legislators look to crack down on “exploitative and excessive” overdraft fees? As more and more financial institutions are evaluating their options, now is the time to see how DoubleCheck’s patented solution can make a difference at your credit union.
View Webinar Recording (1 hour)
2022 ACH Rule Changes and Updates
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 2022. Join Jessica as she reviews current and upcoming Nacha rules.
View Webinar Recording (1 hour 14 min)
New ACH Meaningful Modernization Rules Webinar
The new ACH Meaningful Modernization Rules go into effect on September 17, 2021. This educational webinar aims to provide a thorough understanding of these changes, the impact to your credit union and what you need to do to remain compliant with these amendments.
View Webinar Recording (59 min)
Spring Refresher for the Resource Center
Spring is a great time to refresh our memories on all the wonderful features and functionality of the bill payment Resource Center. The bill payment Resource Center is stocked full of items your credit union can use for marketing and communication materials to get your members to enroll in online bill payment and keep them using your service. And it’s easy to get started! Join our Resource Center experts, as they spring into action and demo the latest and greatest customizable email campaigns and more.
View Webinar Recording (43 min)
2021 ACH Rule Changes and Updates
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 who 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 2021. Join Jessica as she reviews current and upcoming Nacha rules.
View Webinar Recording (1 hour 32 min)
Share Draft Rewards Program Webinar
Generate more fee income for your credit union while providing more savings and rewards for your members. Sound too good to be true? Vizo Financial has partnered with StrategyCorps to offer a share draft rewards program that does just that! In this session we will walk through a live demonstration of the rewards program and how it works.
View Webinar Recording (1 hour 32 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)
Decoding ACH Return Codes
ACH returns are a typical part of every credit union’s day-to-day tasks. But do you ever wonder to yourself, “um…what return code is this again?” It’s ironic, isn’t it? Here we are, trying to decode the codes we need to use to return an ACH payment. The truth is, they can be a bit confusing sometimes. Not to worry, though, because this session is meant to provide you with a better understanding of return codes so you don’t have to second guess yourself every time.
View Webinar Recording (1 hour 15 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)