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Upcoming 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. See what we have coming up in the near future – you might just find something you can’t wait to attend!

Summer TechCon 2022

August 23–24, 2022 - Virtual Event

During the summer TechCon event, Vizo Financial will be showcasing the products and services of Vizo Financial, MY CU Services and our partners.

Join your peers and credit union experts for our Summer TechCon on August 23-24, 2022, where we’ll see demonstrations on products like CECL, investments, payment services and more! In addition to learning more about the products and services available to your credit union through Vizo Financial, you’ll also have the chance to ask questions directly to the service expert during each session! CPE credits will be awarded for the two keynote sessions. Please see the agenda for more details.

There is no fee to attend this virtual event; however, registration is required. The demonstrations will be conducted via Zoom and 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 to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA attendance tracking requirements. Only registered attendees who attend at least 50-minutes of these live session, complete the survey and answer the poll questions will receive a certificate of completion and CPE credit.

Please note that this event is educational in nature and it is the responsibility of the credit union to follow their due diligence process if they elect to work with any of the featured companies.

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Financial Conference

September 14-16, 2022 - The Ballantyne Hotel, Charlotte, NC

Grab your hiking boots and get ready for one heck of a journey, because the current financial landscape is full of rugged terrain. In fact, credit unions are facing an uphill battle of rising interest rates, record inflation and an economy in turmoil. It won’t be easy to move mountains, but we’ve got to start somewhere and that place is Vizo Financial’s much-anticipated 2022 Financial Conference!

With unprecedented obstacles in our way, the 2022 Financial Conference may just be the most important financial education event in years. It’s also one of many reasons we’re inviting you and credit unions everywhere to attend! From regulations updates and the political impact on finances to cryptocurrency, lending and investment strategies, there’s something for every credit union CEO, CFO, financial analyst, ALM specialist and all the financial management employees out there.

There may be a mountain of financial challenges ahead of us, but we can embark on this uncertain journey together at the 2022 Financial Conference on September 14-16 in Charlotte, N.C. Gain the knowledge to face your institution’s financial hurdles, enjoy time with credit union peers and financial experts, experience luxury at its finest with your choice of golf or spa activities and bask in the beauty of the lovely Ballantyne Hotel – no hiking boots actually required! It’s an educational experience you won’t soon forget!

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2022 Leadership Workshop

September 22, 2022 - DoubleTree by Hilton Columbia, Columbia, Md.
December 8, 2022 - Virtual

What makes a leader? According to John C. Maxwell, “a leader is one who knows the way, goes the way and shows the way.” Vizo Financial’s 2022 Leadership Workshop is designed to help you find the way to effective leadership skills and workplace culture. That way, you can show it to your credit union team and make your institution a place of true servant leadership.

This highly interactive workshop will feature our chief culture officer, certified Gallup Strengths Coach and best-selling author, Joe Bertotto. He’s invested much of his life in learning the path to leadership and helping individuals such as yourself find the secrets to happy workplaces.

Join Joe and your peers for these events that will talk about leveraging employee strengths, embracing servant leadership, building an engaged workforce and more! Before the sessions begin, participants will receive a code to complete the CliftonStrengths assessment, as well as a copy of the book that will be used in the workshop. The workshop will be highly interactive so all attendees can put their new leadership skills to the test. It’s time to learn the way, go the way and show the way with the 2022 Leadership Workshop!

Please note, all virtual sessions will be held via Zoom. Participants are required to complete an assessment prior to the workshop, be on camera with audio if attending a virtual session and actively participate in the workshop activities.

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Payments Conference

October 18-19, 2022 - Virtual Event

Well, it’s clear that Vizo Financial’s 2022 Payments Conference checks a lot of boxes! And with the landscape of payments changing at such a rapid pace, an educational event of this kind is one that will pay off for your credit union.

The virtual conference will be held on October 18-19, 2022. During these two days, attendees will be invited to participate in multiple education sessions on everything from instant payments and the FedNow Service to ACH and beyond.

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