2020 Annual Meeting

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Annual Meeting Video

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This recording includes all business from the Annual Meeting.

Annual Meeting Documents

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2020 Election Process

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voting ballot

Vizo Financial holds an annual election for the membership to democratically elect its board of directors, in accordance with its bylaws. Each member must have an authorized representative who can vote on behalf of the credit union by mail, electronic or online ballot.

At least 120 days prior to the annual meeting, the chair of the board appoints a nominating committee. A call for nominations is then communicated to the membership and credit unions have six weeks to nominate an individual for the Vizo Financial board of directors' election.

Board Candidates

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Genice DeCorte

Genice DeCorte

CEO of Healthshare credit union

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Mark Volponi

Mark Volponi

President/CEO of USX FCU

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R. Scott Weaver

R. Scott weaver

President/CEO of Carolina Foothills FCU

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Upcoming Events

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roundtable discussions

Risk Management Roundtable Discussions

Virtual Discussions

  • Securing a Remote Workforce
  • July 15, 2020
  • July 16, 2020

  • Social Engineering and Threats
  • October 13, 2020
  • October 14, 2020

  • Challenges Facing Your Credit Union’s Security
  • November 17, 2020
  • November 18, 2020

It’s time to take a load off! Sit down in a small group to informally discuss, debate and evaluate issues as they relate to risk management. All attendees will have equal right to participate and will discuss a predetermined topic with Vizo Financial’s Risk Management Team!

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financial conference

Virtual Conference

  • September 16-18, 2020

It's that time of the year again… it's the 2020 Financial Conference! We are turning the incredible event virtual to provide you with the tools to arm your credit union for financial success. Vizo Financial has assembled an army of expert speakers so that you can discuss financial issues with colleagues as well as network with other financial associates. With a wide variety of topics ranging from investments to guidance on CECL, our mission is to make sure each and every one of you leaves with at least one piece of information to improve your institution's financial management. Our goal is to give you a piece of knowledge that will not only improve your credit union's financial management, but to also achieve greater financial success than you ever thought possible!

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Leadership Workshop

Virtual Workshops

  • October 29, 2020
  • December 9, 2020

In order to protect the health and wellness of our attendees, as well as adhere to social distancing guidelines, all workshops will be held virtually. Join us for the workshop of your choice and attend from your own location! Please note that participation for each workshop is limited, so early registration is encouraged!

Being a good leader is no small feat. At Vizo Financial's Leadership Workshop we want to help you know and understand your team members and their needs and leverage people's strengths to create the most productive environment possible. Led by Vizo Financial's chief culture officer, Gallup Strengths coach and newly-published author, Joe Bertotto, this one-day online event will help you to better understand the multi-faceted role that leaders need to fill to be successful, for themselves and for their teams. Here's the secret: great leaders make great teams and great organizations. Come to our Leadership Workshop and let us show you how to make good leaders a reality in your credit union!