Education
Upcoming Events Recordings & Demos
MY CU Services offers various opportunities for education through events, webinars, and demos.
Upcoming Events
Mobile Deposit Capture: Risk Management and Compliance Webinar
Jessica Lelii, director of education, PaymentsFirst
January 28, 2026 at 10:00 a.m. ET
Mobile deposit capture (MDC) has become a ubiquitous feature of modern banking, offering convenience and efficiency to both financial institutions and their members. However, with this growth comes a heightened need for robust risk management and compliance measures.
Join us for this informative webinar as we delve into the key risks associated with MDC, including fraud, operational challenges and regulatory compliance. We will discuss best practices for:
- Identifying and mitigating fraud risks: Learn about common fraud schemes targeting MDC and effective prevention strategies.
- Ensuring operational efficiency: Explore tips for optimizing MDC processes, minimizing errors and enhancing customer satisfaction.
- Staying compliant with regulatory requirements: Understand the latest regulations governing MDC and how to maintain compliance.
This 90-minute webinar is designed for payments professionals, operations staff, risk staff, compliance staff or anyone who wishes to learn more about MDC risk management and compliance.
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.
Somehow, I Manage to Control My Risk - Instant Payments Webinar
Jessica Lelii, director of education, PaymentsFirst
February 26, 2026 at 10:00 a.m. ET
In a rapidly evolving payments ecosystem, a single misstep can lead to significant financial loss and reputational damage. This webinar is designed to equip risk professionals, compliance officers and operations teams with the knowledge and strategies needed to effectively control the unique risks associated with instant payments. This session will provide an in-depth exploration of its inherent risks, fraud trends and the best practices for building a resilient risk management framework. We will explore the fraud challenges inherent in immediate settlement, such as scams, mule accounts and the difficulty of recovery. We'll discuss how to implement real-time fraud monitoring, transaction scoring and layered security to keep pace with the speed of payments.
This 60-minute webinar is designed for payments professionals, operations staff, risk staff, compliance staff or anyone who wishes to learn more about instant payments.
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.
Unlocking Funds – Regulation CC: Check, ACH, Wire, and Cash Webinar
Kari Kronberg, director of education, PaymentsFirst
March 11, 2026 at 2:00 p.m. ET
It's hard to wait! Let’s take a deep, deep dive into Regulation CC, including availability of funds..
This comprehensive webinar will equip you with the knowledge and strategies to:
- Comprehend the fundamentals of Regulation CC including key provisions and requirements that govern the availability of funds for various payment types.
- Understand disclosure requirements
- Identify exceptions and special rules that may affect fund availability, including exceptions and special rules.
This 90-minute webinar is designed for payments professionals, operations staff, risk staff, compliance staff or anyone who wishes to learn more about Regulation CC.
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.
Instant Payments in Action Webinar
Andi Crockett, director of payments product managers, Vizo Financial/MY CU Services
April 14, 2026 at 10:00 a.m. ET
Instant payments are no longer the future, they’re here. This educational session will explore how the FedNow® Service and RTP® Network are transforming the payments landscape and what it means for credit unions and payment professionals. Learn the key differences between FedNow and RTP, integration and settlement considerations, fraud and risk management strategies and practical steps to prepare your institution for instant payment adoption. Whether you are planning to implement or optimize your instant payment strategy, this webinar will give you insights you need to move forward with confidence.
This session is designed for credit union professionals responsible for strategic payment planning, technology, payment operations, risk and compliance.
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.
Recordings and Demos
Get Adjusted: A Guide to Check Adjustments Webinar
With such a small return window, check adjustments are often the only way to recover funds! Learn the proper steps and timeframes for the timely and accurate processing of check adjustments.
View Webinar Recording (1 hour 32 min)
Demystifying Regulation E: A Focus on Error Resolution Webinar
Regulation E protects consumers in Electronic Fund Transfers (EFTs). The error resolution process is one of the most crucial aspects of Regulation E compliance.
View Webinar Recording (1 hour 33 min)
Navigating the Suspicious Activity Report (SAR) Process: A Comprehensive Guide with Practical Examples Webinar
Learn how to recognize red flags, understand key regulatory requirements and complete Suspicious Activity Report (SAR) forms with confidence. Whether you're new to SAR filings or seeking to refine your process, this session will equip you with the essential tools to ensure compliance and mitigate risks effectively.
View Webinar Recording (1 hour 6 min)
Mobile Deposit Capture: Risk Management and Compliance Webinar
Mobile Deposit Capture (MDC) has become a ubiquitous feature of modern banking, offering convenience and efficiency to both financial institutions and their customers. However, with this growth comes a heightened need for robust risk management and compliance measures.
View Webinar Recording (1 hour 7 min)
ACH Exception Handling Webinar
Do you understand what an ACH exception is and the requirements around them? ACH exceptions can be very time consuming, frustrating and confusing at times. Some days, you may experience the exception trifecta of all three! This session will help you analyze those issues and build your confidence as an exception guru. This webinar discusses ways to identify exceptions and determine the best course of action, timeframes for exception processing and the importance of using the correct return and NOC codes.
View Webinar Recording (1 hour 44 min)
Journey with the IAT Webinar
International ACH Transactions (IAT) offer a cost-effective and efficient way to handle cross-border payments. With typically lower fees compared to wire transfers, ACH transactions can be processed quickly, often within a few business days. They streamline recurring payments like payroll and vendor invoices, reducing administrative burdens while providing built-in security measures to protect sensitive financial information. Additionally, ACH offers clear transaction records for easy tracking and integration into existing financial systems. By facilitating payments with businesses and partners worldwide, international ACH opens up access to global markets and enhances financial operations for organizations.
View Webinar Recording (1 hour 30 min)
The Puzzle of Check Compliance Webinar
In today’s fast-paced society, it is more important than ever to stay informed on the rules and regulations in the check environment and understand how the pieces fit together. This session will outline the most important areas that affect check processing at your institution and what you need to know to maintain compliance.
View Webinar Recording (1 hour 34 min)
Payment Modernization: Innovations in Payment Systems Webinar
The global payments landscape is evolving at an unprecedented pace. As consumer expectations rise and technology reshapes financial systems, businesses and financial institutions must adapt to stay competitive. Join Andi Crockett as she explores the latest innovations in payment systems, from real-time payments and digital wallets to the upcoming ISO 20022 migration and more. This webinar will provide useful insights to help your credit union navigate the future of payments.
View Webinar Recording (1 hour 9 min)
The ABCs of SECs Webinar
This session provides a comprehensive overview of Standard Entry Class (SEC) codes used in ACH transactions, highlighting their specific purposes and authorization requirements.
View Webinar Recording (1 hour 29 min)
Understanding ACH Operations Webinar
This webinar is designed for individuals new to ACH operations or those seeking to enhance their understanding of the ACH system's fundamentals, compliance rules and best practices.
View Webinar Recording (1 hour 32 min)
Understanding ACH Timeframes Webinar
This session provides a thorough overview of the essential timeframes associated with ACH transactions, helping participants grasp processing windows, settlement times and distinctions between Same-Day and standard ACH payments. This knowledge is crucial for managing customer expectations and ensuring smooth transaction operations.
View Webinar Recording (1 hour 38 min)
Payments Basics for Frontline Staff Webinar
This session equips frontline staff with essential knowledge of payment operations, helping them confidently manage everyday transactions and customer inquiries. Participants will gain a solid foundation in payment processes, payment types and procedures for handling common requests.
View Webinar Recording (1 hour 39 min)
Logical Friction in Electronic Payments - Controlling Error and Fraud in Electronic Payments Webinar
This session dives into the concept of logical friction in electronic payments, exploring the delicate balance between robust security measures and a smooth user experience. We'll define logical friction and explain how it impacts the electronic payments journey. We will explore how to deploy a multi-layered security approach, including multi-factor authentication, dual control, behavioral analytics, fraud checks, user education and more. Join us to stay ahead of the curve in the evolving landscape of online fraud prevention and discover strategies to implement security measures without sacrificing convenience.
View Webinar Recording (1 hour 32 min)
Unlocking Funds – Regulation CC: Check, ACH, Wire and Cash Webinar
It's hard to wait! Take a deep, deep dive into Regulation CC, including the availability of funds. This comprehensive webinar will equip you with the knowledge and strategies to understand the fundamentals of Regulation CC, understand disclosure requirements and identify exceptions and special rules.
View Webinar Recording (1 hour 35 min)
The Future of Card Payments Webinar
As the payments landscape continues to evolve, card technologies are driving significant innovations that are reshaping how transactions are conducted. This session will explore current advancements, offering insights into the future of card payments and their impact on businesses and consumers alike.
View Webinar Recording (1 hour 36 min)
Racing Ahead: Instant Payments with the FedNow Service Webinar
Join us for an exhilarating webinar that will take you on a fast-paced journey into the world of instant payments powered by the FedNow Service. Just like a thrilling race, the financial landscape is evolving at lightning speed. The FedNow Service is leading this charge by offering real-time payment solutions that keep you ahead of the competition. In this session, we will explore key features and benefits of the FedNow Service, highlighting how instant payments are revolutionizing the way businesses and consumers handle transactions. This session will equip you with the knowledge to stay ahead in the race for instant payments.
View Webinar Recording (1 hour 16 min)
Introduction to Payment Systems Webinar
Understanding the various payment systems is crucial for professionals navigating the complexities of modern transactions. This session provides a comprehensive overview of the essential payment methods used by financial institutions, businesses and consumers, focusing on their operations, use cases and emerging trends.
View Webinar Recording (1 hour 30 min)
The Power of Same-Day ACH: Unlocking the Opportunity Webinar
Since its implementation in 2016, Same-Day ACH has grown from 13 million transactions to over 850 million in 2023. In April 2024, Same-Day ACH entries surpassed 100 million payments in a month for the first time, amounting to almost five million per business day. Same-Day ACH is a great value-add product that your organization should be considering. Join us as we provide practical insights of the opportunities and challenges presented by Same-Day ACH.
View Webinar Recording (1 hour 34 min)
Face Off: Check Fraud Webinar
In today's complex financial landscape, financial institutions face an increasing threat from counterfeit, altered, and forged checks and indorsements. This webinar will provide a comprehensive understanding of these fraudulent activities, equipping bank personnel with the knowledge and tools to handle this type of fraud.
View Webinar Recording (1 hour 32 min)
2025 ACH Rule Changes and Updates Webinar Webinar
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.
View Webinar Recording (1 hour 5 min)
How Do I Return That? 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? 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 36 min)
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)