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Corporate Connection E-Magazine

Corporate Connection is our quarterly e-magazine that features information on our latest happenings and hottest services. If you want an insider look at what’s going on at Vizo Financial, Corporate Connection is a must-read! Check it out now!

#ILoveMyCreditUnion Day: Live Your Story

By Jaime Agostino, VP – sales, marketing and education, Vizo Financial

You know what makes humans distinctly, well, human? To me, it’s our ability to tell stories. Our desire to share experiences, feelings and life lessons with each other through storytelling sets us apart.

And the beauty of our stories is that everyone has a different one to tell. We each have achievements we’re proud of, moments we wish could do over and people who change the entire course of our lives. Just think about your own story…what are some of the highlights?

For me, my story isn’t as flashy as, say, a movie star or an astronaut. I grew up in a working class home with my parents and my sister. I went to college and earned a degree in marketing (and am currently working on my master’s!). I got married to a loving husband and had a family. But another thing that has been a constant in my story and has left a lasting impression on my life is the credit union movement.

Even before I graduated college, I was working for credit unions. As of today, I’ve been with Vizo Financial for 23 years. I’m even proud to call myself a Credit Union Development Educator, CUDE. Suffice it to say, credit unions have been a HUGE part of my life…and I’m not the only one.

That’s why, every year, I’m so incredibly excited to participate in #ILoveMyCreditUnion Day! This very special one-day celebration is all about credit union stories and sharing them with the world. In fact, it’s our opportunity, and maybe even our duty, to shout from the rooftops the “why” behind our amazing movement.

Credit unions touch the lives of so many people in a variety of ways – from offering loans for milestones like buying a home or going to college to paying for everyday items like groceries and gas. But that’s just the tip of the iceberg, because credit unions also play a huge role in funding our communities, allowing businesses to thrive, promoting financial literacy and so much more. These are the stories we are meant to tell on #ILoveMyCreditUnion Day, which is coming up soon on July 26, 2024.

The Story of #ILoveMyCreditUnion Day

This very special day was first held in 2021, and it was born from a single simple idea: to spread the word about the positive impact of credit unions. And what better way to harness the power of our message than through social media?

The Mission

To bring the credit union movement together on a single day with the purpose of inspiring authentic and high-energy conversation about why we love our credit unions.

The Rules

On July 26, 2024, use the hashtag #ILoveMyCreditUnion across social media platforms to share why you love your credit union.

The Tools & Resources

Check out the #ILoveMyCreditUnion Day website at There are tons of resources under the Tools tab, including social media graphics, messaging templates, design tools, printable promos, video pieces, engagement ideas and more.

Gather Your Stories!

Now that you know how #ILoveMyCreditUnion Day works, it’s time to start gathering up your stories. I’m doing the same! Once you have them, prepare for July 26 and be ready to let them shine on social media using that very special hashtag, #ILoveMyCreditUnion.

Credit union lovers, I’m calling on you to join me in this very special celebration. We don’t just see the good our institutions do from the sidelines, we live it. So, in that spirit, let’s all be the best storytellers we can possibly be on #ILoveMyCreditUnion Day in the name of a movement that has been such a profound and rewarding part of my story…and that of so many others.

Did You Know: Where to Find ALL Your Education Resources!

Did you know there’s a one-stop-shop for credit union education? It’s true, and it’s located right on our website!

You see, Vizo Financial is committed to staying connected with our members. By hosting events, offering training videos, creating our own videos that educate and entertain, sharing resources for additional educational opportunities and more, we can help our members stay informed of current issues and trends impacting the financial industry and, in particular, credit unions.

So, where is this one-stop-shop and what can you find there? We’re glad you asked! This treasure trove of goodness is our all-encompassing Education page, where you’ll find our big events (conferences, workshops, etc.), webinars, webinar recordings, corporate video series, CU staff/board training, grants information, partner education and league and association education. Here’s a little more about each:

Conferences, Workshops & Events

There are two things we absolutely love: meeting with people and learning for the future. Put them both together and you get Vizo Financial’s renowned conferences and workshops, as well as member appreciation, community-driven and other events. This is where you can go to see what we have coming up in the near future – you might just find something you can’t wait to attend! Check it out now to find more information on the 2024 Financial Conference, Small Credit Union Workshop, Tech Talks and more!


Want live education that comes to you? Look no further! Vizo Financial hosts several webinars throughout the year to bring credit unions the training and education they deserve. Look for webinars to cover the foundational components of financial institution operations, featuring expert speakers from our very own staff and our partner organizations. As a bonus, the majority of our webinars are free to credit unions, offer CPE credits and are recorded for playback. Webinars for the win! We currently have webinars listed from July through December but be sure to check back for new additions!

Webinar Recordings

Missed an event? That's okay. We've got you covered. We realize that sometimes schedules don't allow you to attend every event you wish. So as a service to our members, we provide archived recordings and presentation materials from webinars in the past year, all on our website. Just browse by category and watch on your own time. How’s that for convenient?

Corporate Video Series

Inform, educate, entertain. Those are the goals Vizo Financial had in mind when creating our video series. Credit unions are invited to watch all of our videos – which cover everything from workplace culture to FOMC news – to learn something new and maybe even laugh a little.

CU Staff/Board Training

Being a partner to our credit unions means more than just providing products and services – it’s also about encouraging the educational development of credit union employees, volunteers and the movement. The Corporate has created several videos designed specifically for credit unions on topics from ERM to ALM to the ACH Network. Watch these videos anytime, anywhere!


Your credit union may be eligible for a variety of grants and/or loans that would help you complete specialized training, or a specific project or initiative focused on items like offering a new product or service; financial literacy; opening a student branch; improving the credit union’s technology or website; building a mobile application; increasing cybersecurity; professional staff development; or disaster relief. But where to begin? On our Grants, page of course! We provide links and information about grants available through various credit union foundations and organizations, all in one place!

Partner & Industry Education

One of our core values here at Vizo Financial is Continue to Learn, and, as you know, one of the eight cooperative principles is Education, Training and Information. So, it’s safe to say that education is very valuable to us, and we are dedicated to encouraging the educational development of our credit union employees and volunteers. Through Vizo Financial's strategic partnerships, your credit union has access to additional educational resources. Search this page for additional learning opportunities from our partners and industry allies.

League & Association Education

In addition to sharing educational experiences available to you from our partners, we also provide details on upcoming events through the many leagues, associations and foundations within our footprint. Check out what they have to offer for even more educational opportunities. After all, when we learn and grow together, we can strengthen the credit union movement.

Well, there you have it – all the education resources you could possibly want in a single, user-friendly place. What are you waiting for? Go visit our Education page now!

2024 Annual Meeting Recap

Drumroll please…our 2024 Annual Meeting recap is here! The meeting was held virtually on June 18, 2024, where we covered various executive/board reports and made appointments to our board of directors.

For your convenience, we invite you view the recording of the meeting, or visit the 2024 Annual Meeting page, which can be accessed on our website at were three candidates for three open board seats, so no official election was held. Instead, the following individuals were re-elected for three-year terms during the meeting: Daniel Berry (incumbent), Duke University FCU, Durham, N.C.; Paul Hughes (incumbent), Greenville FCU, Greenville, S.C.; and Jerry King (incumbent), DEXSTA FCU, Wilmington, Del.

The following officers were appointed during the board reorganization meeting: chair, Jeff Chelius, CFO of Riverfront FCU, Wyomissing, Pa.; vice chair, Daniel Berry, CEO of Duke University FCU, Durham, N.C.; treasurer, Genice DeCorte, CEO of HealthShare CU, Greensboro, N.C.; and secretary, Derek Fuzzell, chief financial & strategy officer of PAHO/WHO FCU, Washington, D.C.

Other committee appointments included:

Supervisory Committee: chair, Amy Lichwa, CEO of Norwin Teachers Federal Credit Union in Irwin, Pa.; Elba Arenas, president/CEO of MC Federal Credit Union in Danville, Pa.; and Maria LaVelle, CEO of Pheple Federal Credit Union in Greensburg, Pa.

Now, let’s cue up that drumroll once again as we introduce your board of directors!

Holiday Closings

Holiday Closing

Vizo Financial will be closed in observance of the following upcoming holiday:

Monthly Financials Now Available

Monthly Financials Now Available

Security Corner: We Have Lots of Risk-Related Podcast Episodes to Enjoy!

Two things are true about credit union risk management:

  1. It is always evolving.
  2. Based on truth #1, we need to always be learning.

With new scams, threats and concerns emerging by the day, there is no such thing as a once-and-done learning process when it comes to risk. That’s why Vizo Financial offers a plethora of risk, security and compliance webinars each quarter. In addition, we post blog articles, offer solutions and make training videos about various aspects of risk, from BSA/AML to security awareness

But those aren’t the only ways we offer risk-related education. If you haven’t checked out our podcast, Financial Minds: Meet the Experts, now is the time because we have PLENTY of risk episodes for you to binge!

Here are some from our podcast library:

Season 3

Episode 90 – Fraud and Schemes with Frank Serina, Members 1st FCU

Episode 88 – Artificial Intelligence (AI) with Matthew Peters, CAI

Episode 83 – DefenseStorm with Paige Barry, DefenseStorm

Episode 82 – Real-Life Incident: Business Email Compromise with Mike Bechtel, Vizo Financial

Episode 79 – Corporate Transparency Act with Cindy Hagan, Vizo Financial

Season 2

Episode 67 – Social Engineering Testing with Mike Bechtel, Vizo Financial

Episode 66 – Elder Financial Abuse with Cindy Hagan, Vizo Financial

Season 1

Episode 41 – Cybersecurity Awareness Month: Update Your Software

Episode 40 – Cybersecurity Awareness Month: Recognize and Report Phishing

Episode 39 – Cybersecurity Awareness Month: MFA & Strong Passwords

Episode 35 – Wire Fraud

In addition, here are some reasons why you should absolutely turn to our podcasts for your continued education:

  • The episodes are fun and engaging to listen to because they’re more like discussions versus sessions.
  • We interview true experts in the risk field – they have real experience and insights to share with listeners just like you.
  • They’re convenient – listen whenever and wherever. Simply go to our website or listen on Apple Podcast from any of your devices.
  • You’re welcome to subscribe so every episode (risk or otherwise) comes directly to you!
  • According to Pew Research, 88 percent of podcast listeners in the U.S. utilize this medium as a main source for education. Why not you too?

If you’re interested in listening to any of these risk-related episodes, or just exploring our Financial Minds: Meet the Experts podcast in general, head over to the Podcast page at Season 3 will be back soon with new episodes, so now is the perfect time to check it out. Happy listening…and learning!

Focus Spotlight: Happy Anniversary to the FedNow® Service!

We’re wishing a happy one-year anniversary to the FedNow® Service! We can’t believe it’s already been a year since this 24/7/365 instant payments rail through the Federal Reserve was officially launched.

Even more so, we’re happy to have been a part of the instant payments scene since the FedNow Service rolled out their pilot program. Yes, Vizo Financial and our CUSO, MY CU Services, are set up as a certified correspondent to help you bring this revolutionary instant payments option to your credit union. How do we do that? Through settlement and receipt of instant payments through the FedNow Service.

Settlement Services

This option gives your credit union the opportunity to settle instant payment transactions with the Corporate acting as the credit union’s correspondent.

Credit unions will be able to access settlement information via our EFT platform in Zephyr, our online member access network. All instant payments activity through the FedNow Service will be listed under the Instant Pay Manager. Here, credit unions will see itemized payments posting to their settlement account or their Instant Payments subaccount at the Corporate.

Through these settlement services, your credit union can take advantage of our connection to the Federal Reserve so you don’t have to add the burden of 24/7 account monitoring. Let us do that on your behalf to save you time and resources.

Receive Services

This participation type allows credit unions to receive payments. Using the interface between the credit union’s core processor and the Corporate’s payments service provider, the credit union will be able to receive instant payments via the FedNow Service.

Instant payment transactions will arrive at the Corporate’s payments service provider – the connection point – from the Federal Reserve. The payments service provider will then route the posting to the credit union’s core processor.

The posting will automatically occur via the core interface and go to MY CU Services’ payments service provider, so the payment will post to the member’s account with instant funds availability.

For convenience, credit unions will be able to access payment information relating to received credit transfers via the Instant Pay Manager within our EFT platform.

Connect With Our Instant Payments Expert!

If you’re looking at your instant payment options, we have someone special for you to meet – our in-house expert! She is the go-to person for all information about instant payments and the FedNow Service through the Corporate. From understanding the mechanics of those settlement and receive services we just talked about to helping you find your own path with the FedNow Service, our expert has all the instant payments details for you. All you have to do is reach out (which should be pretty easy – just click the button below)!

Plugged In

Plugged In

Latest Blog Posts, Podcast Episodes & Webinar Recordings:

Thank You New Users

Thank You New Users

Thank you to the credit unions and organizations that recently began using the following services...

Community Involvement

Vizo Financial continues to make a positive difference in our local communities. Here’s what we’ve been doing over the past few months:

Exploring Why Workshop Sponsor

Vizo Financial was the exclusive sponsor of the Exploring Why Workshop in partnership with the CrossState Credit Union Foundation. The Exploring Why Workshop is an experiential training program that credit unions and system partners can use to help employees connect to the credit union difference and discover new and better ways to drive value for their members and the organization. Through our sponsorship, the workshop was offered for free to all credit union employees across Pennsylvania and New Jersey. The half-day virtual session was hosted by the National Credit Union Foundation.

Walk for Children’s

Vizo Financial sponsored and had participants in this year’s Walk for Children’s event to benefit Children’s Hospital of Pittsburgh of UPMC, which is a Children’s Miracle Network (CMN) Hospital. The event was held in person at Schenley Park in Pittsburgh, as well as virtually, on Saturday, June 8. This event has been raising money and awareness for the Children’s Hospital of Pittsburgh since 2016 and has brought in millions of dollars for medical education, Child Life resources, social work and music and art therapies, among other things.

Vizo Financial had a total of 32 walkers, including employees, family members and friends, participate in the event. We also acted as a Match Sponsor for Walk for Children’s, meaning that the Corporate matched donations of up to $5,000 for the event. With employees and their families, we collectively contributed $5,880 in support of the event.

Thank you to everyone who participated and donated to the 2024 Walk for Children’s event for helping to raise over $1 million!

DE Day of Service

On June 12, six of Vizo Financial’s credit union development educators, CUDEs, participated in the DE Day of Service by volunteering at the Midwest Food Bank in Middletown, Pa. Midwest Food Bank is a volunteer-based national food bank. Currently, the organization distributes nearly $34 million worth of food to over 2,200 non-profit organizations each month and has 12 locations throughout the U.S., East Africa and Haiti. Our DEs spent the morning bagging 1,400 lbs. of macaroni for distribution and assisting with order pickups for various organizations.

CMN Hospitals Telethon Viewing Party

Three members of Vizo Financial’s staff were granted the opportunity to attend CMN Hospital’s 40th Annual Telethon for Penn State Health Children’s Hospital. During the viewing party, Miracle Families shared their stories, interacted with one another, played games and watched as the donations rolled in for a grand total of $361,528!

Here’s what’s coming up:

11th Annual Hot Dog Eating Contest

We’re only a little over a week away from our 11th annual Hot Dog Eating Contest for CMN Hospitals at Penn State Health Children’s Hospital in Hershey, Pa. The hospital is an organization dedicated to providing care and support to children and their families. Our donations and support help them continue serving children in need.

The contest – which has raised nearly $60,000 for Penn State Health Children’s Hospital over the past decade – will once again be virtual, so we are welcoming credit unions across the country to join in the fun as contestants, sponsors and supporters of CMN Hospitals on July 18, 2024.

We hope you’ll tune in to the live broadcast, beginning at 3:10 p.m. ET, to hear from a CMN Hospitals representative and, of course, a Miracle Family. The contest will follow at 3:30 p.m. ET, so be sure to join us for all the smiles, stories, hot dogs and summer fun. As we say, it’s gonna be all that and a bunch of hot dogs!

Third Quarter 2024 Education Sessions

Vizo Financial’s education sessions for the third quarter of 2024 are:

BSA/AML Basics Compliance Training

Cindy Hagan, VP, compliance and fraud risk, Vizo Financial
July 17 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. The cost for this session is $79.00 per registered attendee.

Register Now

Resolving Errors with Regulation E

Michele L. Barlow, senior vice president, Macha/PAR
July 24 at 10:00 a.m. ET

Regulation E protects consumers in electronic funds transfers. The error resolution process is one of the most crucial aspects of Regulation E compliance. This session will discuss the definition of “unauthorized,” consumer reporting timeframes, completion of your investigations, scenarios and frequently asked questions that pertain to Reg E.

Register Now

Onboarding in a Box Webinar Series

Jeanne Heath, director of learning & engagement, Vizo Financial
July 25 at 2:00 p.m. ET - First Impressions
August 1 at 2:00 p.m. ET - Difference Makers
August 8 at 2:00 p.m. ET - Long-Term Impact

Back by popular demand, Vizo Financial will be offering the “Onboarding in a Box” webinar series in 2024.

“I’m so glad I made the decision to join this company.” This phrase is music to our ears and, in the best environments, is a tune repeated frequently by employees. A solid onboarding program is the foundation for this continuous melody! This three-part webinar series will provide you with essential information and resources for every stage of the onboarding process, starting from the moment the application is completed and continuing through the first 90 days and beyond.

Register Now

Growing Commercial Deposits While Limiting Risk

Mike Smith, VP, senior business services officer, CU Business Group, LLC
August 15 at 10:00 a.m. ET

Credit unions must walk a fine line between serving members and mitigating risk. Commercial deposits can carry significantly higher average balances, have an increased number of transactions and often come with considerable risk. The approach to risk mitigation for these accounts is unique; in this session, we'll explore how to grow your commercial member base while limiting your risk exposure.

Register Now

The I Do’s and I Don’ts of Third-Party Sender Relationships

Jessica Lelii, director of education, Macha/PAR
August 20 at 10:00 a.m. ET

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!

Register Now

The State of Liquidity – Fluid as Always

Tim Sustak, SVP/chief treasury officer, Vizo Financial
August 28 at 10:00 a.m. ET

This 90-minute webinar will take a look at how the liquidity situation has evolved over the recent rate hike cycle and where it seems to be headed, current topics affecting liquidity and a review of how the corporate can help your credit union should you be in need of liquidity.

Register Now

DEI By Design: How to Build a Successful Program

Melanie Lambie, human resources generalist, Vizo Financial
September 5 at 10:00 a.m. ET

There’s no exact blueprint when it comes to building a successful DEI program, but there are some basics your credit union should know, starting with the foundation. To lay the groundwork, you must first understand the building blocks of diversity, equity and inclusion (DEI), as well as the key pieces that are crucial to the program’s infrastructure. In this session, Vizo Financial’s human resources generalist, Melanie Lambie, will guide you through the process of designing your own unique DEI program to create a more inclusive and equitable future for your credit union.

Register Now

High Wire: Wire Transfer Best Practices

Jessica Lelii, director of education, Macha/PAR
September 19 at 10:00 a.m. ET

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.

Register Now

Quarterly Economic Insights Webinar

Scott Wood, SVP/chief investment officer, Vizo Financial
September 25 at 2:00 p.m. ET

We can all agree that the economy and the markets are unpredictable. So, what can we do? We can use the insights we have through trends, expert opinions, past performance in similar situations and so on to make educated predictions. That’s what these quarterly sessions are all about – sharing our insights to help your credit union achieve financial fortitude, regardless of what may actually happen in the future.

Each quarter Scott Wood, Vizo Financial’s SVP/chief investment officer, along with other Vizo Financial experts, will examine the financial landscape and discuss topics at each session based on the current environment.

Register Now

Upcoming Events

Vizo Financial will be hosting the following events for credit unions. Please register for any of our events on the Upcoming Events page of our website.

Hot Dog Eating Contest

July 18, 2024 - Virtual Event

Oh, snap! Vizo Financial's 11th Annual Hot Dog Eating Contest is back, and it's going to be da bomb! So, here's the 411...

This contest, which will once again be a virtual event, is set to welcome credit unions and their employees all across the nation to join in on the fun of raising money, awareness and support for Children's Miracle Network Hospitals at Penn State Health Children's Hospital.

Over the past 10 years, this event has brought in nearly $60,000 for much-needed equipment, treatment programs and other items to provide a better experience for young patients and their families. Pretty rad, huh?

Similar to previous years, we'll also have a Miracle family join us for this totally awesome event to share their story about how CMN Hospitals at Penn State Health Children's Hospital has changed their lives.

We'd love it if you could be part of this epic celebration of CMN Hospitals and hot dogs. Whether your credit union wants to be a sponsor, send a contestant or simply support this great cause, we'll be happy to have you with us!

So, save your appetite and tune in on July 18, 2024, to watch contestants battle it out in this fun-filled event. The broadcast will begin at 3:10 p.m. ET, with a few words from CMN Hospitals and the Miracle family. The contest will follow at 3:30 p.m. ET.

In the meantime, check out the CMN Hospitals event site where you can find details about our event sponsors, track our overall fundraising efforts and, ultimately, support the contestants as they battle it out!
It's gonna be all that & a bunch of hot dogs!

Register Now

Small Credit Union Workshop

August 6-7, 2024 - Virtual Event

Small but mighty.
Good things come in small packages.
Little giant.
Mighty mouse.

The message is clear — your size doesn’t have to affect your reach. The impact you have on your community is so much bigger than you can imagine. That’s why Vizo Financial is excited to once again host our Small Credit Union Workshop designed exclusively for credit unions $25 million in assets and under.

This two-day workshop, on August 6-7, 2024, will include sessions on payments, liquidity, BSA and more, all of which will be geared specifically towards small credit unions. To make it even easier for your credit union to attend, this workshop is completely virtual, which means you can enhance your knowledge and develop your skills without ever having to leave your credit union. So, what do you say? Will you join us and your small credit union peers for this educational opportunity?

Register Now

Financial Conference

September 11-13, 2024 - The Omni Grove Park Inn, Asheville, N.C.

From the charm of the Omni Grove Park Inn to the wealth of education sessions, Vizo Financial’s 2024 Financial Conference is setting the gold standard of credit union financial education!

Our biggest financial event of the year will take place on September 11-13, 2024, at the historic Omni Grove Park Inn in Asheville, N.C. Here, you’ll be treated to a wealth of information surrounding the biggest topics in finance right now – interest rate and loan performance strategies, economic and political updates, various investment opportunities and more. But what elevates this conference to the next level is that all of these sessions will be led by expert speakers from the Federal Home Loan Bank of Atlanta, Raymond James and FHN Financial, among others. And in order to make your conference experience even more rewarding, we’re offering delicious meals, spa and golf activities and plenty of networking opportunities.

Our 2024 Financial Conference is the ultimate destination for financial education, exclusively for credit unions. So, are you ready to invest in this golden opportunity?

Register Now

Quarterly Tech Talks

September 18, 2024 - Virtual Event
*More dates available

Did you know there are approximately 11,651 financial technology startups throughout the United States, with many ranging all the way from person-to-person (P2P) and wealth management apps to stock trading and e-commerce sites? That’s according to a 2023 study conducted by Statista.

With the ability to deeply understand the ins and outs of both the financial and technology industries, these fintechs are positioned to grow even more in the coming years. In fact, they’re already profoundly reshaping financial services through innovation, member-centric value propositions, collaborative business models and so much more! That then begs the question: How many of these fintechs has your credit union looked at – 20, 10, even five? And moreover, how is your credit union embracing this evolving service landscape?

If you’re not sure how to answer either of those questions, that’s okay. We’ve got you covered! Vizo Financial is here to serve as your link to these fintechs.

During each 30-minute quarterly Tech Talk, we will showcase a few fintechs that we believe may bring benefits to your institution. We highly recommend that you use these 30 minutes to seek out the technology and innovation that may help revolutionize how you serve your members. And you never know, one of these may end up holding the key to innovation for your credit union because if your credit union isn’t already looking at fintechs, then you could be falling behind.

Your members are expecting the latest modern solutions, after all, so make sure you’re prepared to provide them by joining us for Vizo Financial’s 2024 Quarterly Tech Talks!

Register Now

Vizo Financial on the Road

Vizo Financial has been very busy out on the road! Before we tell you where we’re heading next, let’s do a little recap of where you may have spotted us in the second quarter. Remember, if you see us, feel free to tag us on social media using hashtag #VizoFinancialOnTheRoad.

Financial Strategies Workshops

Vizo Financial held our final two Financial Strategies Workshops in Charlotte, N.C., and Pittsburgh, Pa., on April 10 and May 8, respectively. The workshops were focused on providing useful and relevant financial strategies education for credit unions. Both events were well-attended, and we look forward to next year’s workshops!

Credit Union Cherry Blossom Event

Jaime Agostino, VP – sales, marketing and education, volunteered at the Kids Run event during the Credit Union Cherry Blossom run/walk event in Washington, D.C., on April 6-7, 2024.

Northwest Chapter Dinner

Jill Bennett and Robyn Cooper, corporate account managers, attended the Northwest Chapter dinner on April 9 at Members CU in Winston Salem, N.C.


Mickey, is that you? No, but Andi Crockett, product manager of EFT, and Jaime Agostino, VP – sales, marketing and education, attended NACUSO 2024 from April 15-18 at Disney’s Yacht & Beach Club Resort! During the event, Andi shared information about how credit unions can access The FedNow® Service instant payments through MY CU Services, Vizo Financial’s payments CUSO.

Harrisburg Chapter Dinner

Rodney May, SVP/chief engagement officer, and Steve Houser, corporate account manager, attended the Harrisburg Chapter dinner at the Harrisburg Country Club on April 16, 2024. The event featured an engaging panel discussion with senior executives from member credit unions, including Ron Celaschi, Patriot Federal Credit Union; George Rudoph, PSECU; and Amey Sgrignoli, Belco Community Credit Union, to share their insights on leading through times of change, as well as lessons learned through and after the pandemic.


Robyn Cooper and Steve Houser, corporate account managers, headed to Columbus, Ohio, on April 22-24, 2024, for the Ohio Credit Union League’s Invest48. The event featured education sessions, exhibit hall and networking opportunities. A big congratulations goes out to Erin Sweeney from Lakeview FCU on winning an Amazon gift card for participating in Vizo Financial trivia. Thank you again, Erin!

Risk Management Conference

Vizo Financial’s 2024 Risk Management Conference was held at The Hotel Hershey in Hershey, Pa., on April 23-25. Credit union attendees participated in educational sessions, all geared toward risk topics, such as cyber compliance, real-time payments fraud, AI and more. In addition, attendees enjoyed an opening night event and had plenty of networking opportunities in the sweetest place on Earth. Until next year!

West Virginia Credit Union League Annual Meeting

Jaime Agostino, VP – sales, marketing and education, and Joe Reiner, corporate account manager, attended the WVCUL’s 2024 Annual Meeting from April 25-27 in Charleston, W.V. Vizo Financial was even a Refreshment Center sponsor for the event. We also want to share our congratulations (again!) to Tracy Justice from First Priority FCU for participating in Vizo Financial trivia and winning our Amazon gift card giveaway!

MACUMA Annual Spring Charity Golf Tournament

Joe Reiner, corporate account manager, attended the MACUMA golf outing on April 29 at the Whiskey Creek Golf Club in Ijamsville, Md., just outside of Frederick.

VACUL Ignite 2024

Our dedicated world travelers, Joe Reiner, corporate account manager; Andi Crockett, product manager – EFT; and Jaime Agostino, VP – sales, marketing and education, headed to the Virginia Credit Union League’s Annual Ignite 2024 in Washington, D.C., from May 1-3, 2024. They gave Vizo Financial updates and discussed instant payments through The FedNow® Service during their time with fellow attendees. It was great sharing our news and services with everyone!

DC Chapter Meeting

Joe Reiner, corporate account manager, joined credit unions at the DC chapter meeting on May 9, 2024, for some speed networking at PAHO/WHO FCU.

Greensburg Chapter Vendor Night

On May 14, Robyn Cooper and Jaime Agostino attended the Greensburg Chapter Vendor Night held at DeNunzio’s Italian Chophouse in Latrobe, Pa.

Suburban Chapter Meeting

Jaime Agostino attended the virtual Suburban Chapter Meeting on May 16, 2024.

CrossState Credit Union Association’s Connect Annual Convention & Vizo Financial Member Appreciation Reception

Corporate account managers, Steve Houser and Robyn Cooper; product manager, EFT, Andi Crockett; and VP – sales, marketing and education, Jaime Agostino, made their way to the CrossState Credit Union Association’s Connect Annual Convention in Atlantic City, N.J., from May 19-21, 2024. They encouraged credit union attendees to spin the prize wheel, check out our Instagram page, chat about instant payments with our resident expert and more. Erin Doan, VP – administration, also shared her Children’s Miracle Network (CMN) Hospitals story and discussed fundraising best practices and their social impact during a panel discussion at the convention.

In addition to attending the Connect event, Vizo Financial held our Member Appreciation Reception at The Hard Rock Resort & Casino in Atlantic City, N.J., on May 19, 2024. We were so happy to have welcomed and showed our gratitude to the credit union members who came out to celebrate with us…in rockstar fashion, of course!

MD | DC Credit Union Association Yellow Charity Golf Classic

Joe Reiner, corporate account manager, had a great time participating in the MD | DC Credit Union Association's Yellow Charity Golf Classic, which benefited Children's Miracle Network in Columbia, Md., on May 20, 2024. #forthekids

Members 1st FCU's 27th Annual Charity Golf Classic

Rodney May, SVP/chief engagement officer, and Steve Houser, corporate account manager, teed up with Greg Wagner from PA Central FCU and Jeremy Sterner from Heritage Valley FCU, at Members 1st FCU’s 27th Annual Charity Golf Classic on June 3 at the Hershey Country Club. The event raised over $165,000 and benefited the Members 1st Charitable Foundation, Midwest Food Bank, The Salvation Army – Harrisburg and Veterans Outreach of PA.

CCUL Annual Meeting & Vizo Financial Member Appreciation Luncheon

Corporate account managers, Jill Bennett and Robyn Cooper, as well as product manager – EFT, Andi Crockett, and VP – sales, marketing and education, Jaime Agostino, attended the Carolinas Credit Union League’s Annual Meeting from June 3-5, 2024, at The Westin Hilton Head Island Resort & Spa in Hilton Head Island, N.C. Of course, our trusty prize wheel and FedNow Service expert made their appearances and drew in attendees! Fred Eisel, president/CEO, and Mark Brown, SVP/chief financial officer, also attended and played in the annual golf outing during the event. Also during the golf event, Jaime Agostino and Scott Wood, SVP/chief investment officer, handed out water to players at the watering hole.

We also took our member appreciation with us for our Member Appreciation Luncheon on June 4 at resort. It was an event filled with sunshine, delicious delicacies and lots of appreciation for our wonderful members. Thank you to everyone who attended!

MACUMA’s Night Out

On June 5, 2024, Joe Reiner, corporate account manager, enjoyed spending some quality time with our members at the MACUMA Night Out event to watch the Washington Nationals take on the New York Mets at Nationals Park in Washington, D.C. It was a fun time for all!

NEPA Chapter Golf Outing

Ty Snavely and Steve Houser, corporate account manager, attended the NEPA Chapter Golf Outing on June 7 at Mountain Valley Golf Course in Barnesville, Pa. Ty played in a foursome with Mike Thomas from Service 1st FCU, Tom Smith from Choice One Community CU and Tracey Carey from Highway FCU. Steve Houser’s foursome included Ron Ferrance from New Cumberland FCU, Debbie Mozal from Choice One Community FCU and Ray Hebden. Thanks for a great game, everyone!

MD | DC Credit Union Association’s CONNECT 2024

Joe Reiner, Andi Crockett, Jeanne Heath, Jaime Agostino, Jeff Stoner and Fred Eisel attended the MD | DC Credit Union Association’s CONNECT 2024 Annual Meeting from June 9-11, 2024. In addition to exhibiting at the event, complete with our prize wheel, and discussing our role as a correspondent for The FedNow® Service, Vizo Financial also acted as a two-fold sponsor for the event. As the Crab Feast sponsor, we were a big part of the highly-anticipated event kickoff – a traditional Maryland crab feast held at Hooper’s Crab House in Ocean City, Md. How amazing are these crab mallets? We also acted as a break sponsor, where members of the Corporate’s staff handed out ice cream novelties dressed in hats and aprons. What a fun event!

Southeast Credit Union Conference & Expo

Corporate account manager, Steve Houser, and VP – sales, marketing and education, Jaime Agostino, said hello to the Sunshine State as they made their way to the League of Southeastern Credit Unions & Affiliates’ Southeast Credit Union Conference & Expo in Orlando, Fla., on June 12-14, 2024. They played Vizo Financial trivia and answered lots of questions for attendees during the event. Thank you to everyone who stopped by to see us!

MC FCU Golf Tournament

Jaime Agostino, VP of sales, marketing and education, and Joe Reiner and Ty Snavely, corporate account managers, attended MC FCU’s fourth annual charity golf tournament in Elysburg, Pa., on June 21, 2024. The tournament raised money for three charitable organizations: Camp Koala, Getting Ahead Foundation and Agape. Vizo Financial was the beverage cart sponsor, so Ms. Agostino traveled the course handing out beverages to all participants. Thanks FORE the opportunity to give back, MC FCU!

Harrisburg Chapter Bocce Ball Tournament

Vizo Financial sent a team to the Harrisburg Chapter Bocce Ball Tournament on Saturday, June 22. The team included Jaime Agostino, Cindy Hagan, Michelle Fludovich and Belinda Mumma. Their spouses also joined in on the fun and formed their own team. While neither team made it past the first round, everyone had a wonderful time and plan to play more bocce ball!

VACUL Emerge

Joe Reiner, corporate account manager, traveled to Richmond, Va., for the Virginia Credit Union League’s Emerge Conference on June 25-27, 2024. He was thrilled to talk to attendees and see so many new and familiar faces. Shout out to everyone who visited Joe at the booth and learned a little more about Vizo Financial.

Where will we be next, you ask? You can find us at:

Evoke Marketing Conference

July 23-24, 2024 in Lancaster Pa.
Who to Look For: Jaime Agostino & Miranda Connelly

CU Leadership Convention

July 30 – August 2, 2024 in Las Vegas, Nev.
Who to Look For: Robyn Cooper & Jaime Agostino at Booth #1625

Small Credit Union Workshop

August 6-7, 2024 - Virtual

Defense CU Council Conference

August 12-16, 2024 in St. Petersburg, Fla.
Who to Look For: Joe Reiner & Jaime Agostino

CrossState Fall Leadership Conference

September 5-7, 2024 in Seven Springs, Pa.
Who to Look For: Ty Snavely & Ashley Aubele

Expand Expo

September 8-12, 2024 in Hershey, Pa.
Who to Look For: Robyn Cooper & Ty Snavely at Booth #15

MD | DC Credit Union Association Tech Summit

September 10-11, 2024 in Oxon Hill, Md.
Who to Look For: Joe Reiner

Financial Conference

September 11-13, 2024 in Asheville, N.C.


September 25-27, 2024 in Hot Springs, Va.

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