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Events and Education

Upcoming Events


Sollievo Lunch and Learns

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


Beyond Risk Assessment: How to Integrate Your Business Strategy with Your Enterprise Risk Management Program

Randy Marsicano, Senior Manager - Professional Services, WolfPAC Solutions Group, Wolf & Company, P.C.
September 19 at 2:00 p.m.

Risk assessment is agreeably the foundation for an effective enterprise risk management program. Once you have it completed, how do you know what's next? You have plenty of risk indicators that you report on but which ones are the right ones? Which ones are key risk indicators?

When reviewed by senior management and the board, your risk assessment provides insight into your institution's Risk DNA. Using this you can better monitor the health and welfare of the Credit Union and ensure alignment with the strategic plan. A lack of focus on high and moderate risks can be expensive and not measuring the right activities could cause you to be late in identifying threats that could pose significant financial harm.

This session will cover:

  • • How to decode the DNA and glean meaning from the risk indicators.
  • • How to ensure alignment with highest risk threats.
  • • How to discern meaning from what the indicators are showing, and determine what else your credit union should be talking about.

This webinar is designed for staff that are responsible for your credit union's enterprise risk management program or anyone wishing to learn more about enterprise risk management.

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.




Security Awareness: Your Best Defense Webinar

John Cuneo, senior consultant, Sollievo
October 23 at 10:00 a.m.

If there’s one thing your credit union can count on, it’s threats to your information. Attackers will constantly try to breach your data in an attempt to make a profit. But luckily, there’s a simple and easy way to defend against hackers – security awareness. Join John as he discusses the main components of security awareness training to make your staff more knowledgeable about security threats, consequences of these threats and best practices for defense. In addition, he’ll talk about why it is important to review your credit union’s security policies with staff as part of this training.

This session will cover:

  • •  Types of security threats
  • • Consequences of these security threats
  • • Credit union best practices for defense
  • • Security policies

The cost for the session is $49 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. The NCUA Security Guidelines recommends a credit union train staff to prepare and implement its information security program. The credit union should consider providing specialized training to ensure that personnel sufficiently protect member information in accordance with its information security program.

Please note, this session will NOT be recorded for playback.



Tabletop Exercise –Threats to Your Credit Union

Mark Clarke, senior consultant, Sollievo
November 15 at 10:00 a.m.

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 is a tabletop session designed for multiple credit union team members to participate together. The goal of this exercise is to test the effectiveness and efficiency of the team and your credit union's security and risk plans. The session will break periodically for 5-10 minute intervals to allow time for team discussion regarding the tabletop scenario.

Please only register one individual for your credit union's team participation.

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