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Events and Education

Upcoming Events


Sollievo Lunch and Learns

July 18, 2018  11:30 a.m. – 1:30 p.m. ET

August 1, 2018 11:30 a.m. – 1:30 p.m. ET

August 2, 2018 11:30 a.m. – 1:30 p.m. ET

September 19, 2018 11:30 a.m. – 1:30 p.m. ET

September 21, 2018 11:30 a.m. – 1:30 p.m. ET

September 25, 2018 11:30 a.m. – 1:30 p.m. ET

Your credit union is busy but the security and risk threats continue to grow. Who can you turn to for assistance? Sollievo. Join us at one of our 2018 Lunch and Learns. Come enjoy great food, conversation and networking plus learn more about Sollievo and how we are helping credit unions fight the rising security attacks against financial institutions.

Security and Compliance Workshop

November 7, 2018
Embassy Suites, Concord, N.C.

Vizo Financial’s Security and Compliance Workshop is a one-day crash course on identity theft, security awareness, business continuity and more. Join us in November for this accredited CPE event that will push your risk management education into overdrive, and provide real-world knowledge to take back to your credit union!


Upcoming Education


BSA/AML Basics Compliance Training Webinar

Cindy Hagan, senior consultant, Sollievo

July 25 at 2:00 p.m. ET

The NCUA requires Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) training each year for credit union personnel. Fulfill this requirement by attending this webinar on the basics of BSA/AML.

This session will cover:

  • • BSA and AML regulations
  • • BSA and AML reporting requirements
  • • CTRs, SARs, 314(a) and member identification
  • • Enhanced due diligence and beneficial ownership

The cost for this session is $49.00 per registered attendee. Each registered attendee will receive a certificate of completion. Space is limited, so register today.

This webinar is designed for all credit union staff who need to complete their yearly BSA/AML training. This session will NOT be recorded for playback. This session does NOT qualify for CPE credits.

Patch Management and Vulnerability Protection: Investing in Your Security

Mike Bechtel, senior consultant, Sollievo

August 16 at 10:00 a.m. ET

In today’s world, there is no shortage of vulnerabilities to address in our institutions. Join Mike as he explores the current state of vulnerabilities in our credit union environments and the importance of patch management. Patching processes for your credit union may include software application patches, operating system patches and hardware patches. How do these patches impact your credit union, what are the risks in not conducting them and what vulnerabilities could you be exposed to?

This session will cover:

  • • Patch management best practices
  • • Security issues
  • • Vulnerability scanning
  • • Penetration testing

This webinar is designed for credit union staff responsible for the information security and risk management of the credit union or anyone who is interested in learning more about patch management and vulnerabilities.

There is no fee to attend this educational webinar; however, registration is required. This session will be recorded for playback. In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour.