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Calendar of Events

2020 Virtual HR Workshop

August 13, 2020 9:00 AM - August 13, 2020 10:30 AM Central Time (CST) | Virtual

There is no such thing as too much information when it comes to HR. That is why we are bringing it to the forefront with our virtual HR Workshop on August 13, 2020. This informative event will demonstrate how credit unions can enhance their employee-focused operations.

InterLutions teamed up with our partner, Vizo Financial, to offer this workshop, where credit unions can come to explore disaster planning from an HR perspective and discuss their branch reopening experiences with a panel group.

Why should you attend?

  • See how credit union collaboration surpasses even more than just operational benefits
  • Get HR tips to help your credit union, no matter your size
  • Hear from a panel of HR experts
  • Learn about the innovative new models from I-Care
  • The workshop is no-cost to all attendees
  • Earn up to 1.5 CPE credits


9:00 a.m. to 9:15 a.m. - Welcome, Introduction, and I-Care Update

Jaime Agostino - Director of Marketing and Business Development, Vizo Financial Corporate Credit Union

Jesse Kohl - President, InterLutions

9:15 a.m. to 10:00 a.m. - Disaster Planning: Prepping for Disasters, Including a Possible Round II of the Coronavirus

Jay Kirschbaum J.D. and Suzanne Bach J.D. - Lockton

The shutdowns for dealing with the coronavirus pandemic caught employers off guard. Most disasters do. During this century, employers have had to face the 9-11 shutdown, and regionally all sorts of shutdowns due to earthquakes, hurricanes, tornadoes, floods, and even civil unrest. No single disaster is predictable, but what we can predict is that some unforeseen issue will interrupt the business.

What do employers need to do to prepare for these interruptions? Employers need plans that will help them keep their employees safe and better prepared to return to work as soon as possible. This session will provide an overview of general disaster planning preparedness and the HR and benefits issues to consider, with particular emphasis on lessons learned from the current pandemic, and how those lessons might prepare us if the pandemic returns in force this autumn or winter.

10:00 a.m. to 10:30 a.m. - HR Roundtable

Moderator: Ryan Staub - Lockton Affinity

Panelist: Janice Appleby, Vizo Financial Corporate Credit Union

Panelist: Matt Helms, Corporate America Family Credit Union

Panelist: Sheila Wright, Dow Chemical Employees Credit Union

During this roundtable discussion, our panelists will share their credit union challenges and successes around disaster planning, engaging a remote workforce, and enhancing employee benefits.

10:30 a.m. - Closing Remarks and Dismissal


Registration closes Monday, August 10, 2020.

Register Today

6262 South Lowell Place, Muskego, WI 53150
Phone: (414) 433-0174 | Fax: (414) 427-3700
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