Upcoming Events

2023 Financial Strategies Workshops

The last three years have held a pandemic, record inflation, a crisis in Ukraine and a rise in interest rates, so what does 2023 hold for the economy? That’s a question on a lot of people’s minds. While we can’t be certain what’s in store for 2023, we do know that planning, preparing and education are vital in helping us achieve our financial goals for the year. That’s why we’re inviting you to join us in Hershey, Pa., Richmond, Va., Charlotte, N.C. or Pittsburgh, Pa. for Vizo Financial’s 2023 Financial Strategies Workshops!

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Risk Management Conference

Credit unions are one of many players in the risk-riddled financial arena. You might think of our industry as a game of chess, where your opponents’ next moves are unknown and can catch you off guard at any time. But unlike the lonely pawns on the game board, credit unions are certainly not alone when it comes to combatting risks.

Vizo Financial’s annual Risk Management Conference is back, and with it, the education and strategies credit unions need to effectively address their risks. From cybersecurity to payment risk and everything in between – including our famed tabletop exercise – we’re covering the spectrum of risk from one end to the other.

Join us on April 20-21, 2023, at The Hotel Hershey in Hershey, Pa., for two days of knowledge, insights and information that will give your credit union the tactical edge to help overcome the riskiest aspects of your business – checkmate and all!

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2023 Leadership Workshop

During this workshop, participants will learn how to increase their value to members by uncovering sales opportunities. The approach taught is not an aggressive sales approach that may be seen as a turn-off to members and staff alike. Instead, this approach is built on knowing your member and making the appropriate suggestion of a product or service that will benefit the member. Many times, a credit union employee may recognize a product to offer a member but feel “pushy” making the suggestion.

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Member Appreciation Reception

We’re gathering in the SWEETEST place on earth to celebrate the SWEETEST members on earth — you all! We’re throwing a reception in your honor during the 2023 CrossState CU Association’s Reconnect Annual Convention. We invite you to join us on May 19 from 5:00 – 6:00 p.m. at The Hershey Lodge in Hershey, Pa. We’ll have tasty food, great conversations and, of course, loads of fun! We hope you’ll join us so we can show you just how appreciative we are of you and our partnership.

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Annual Meeting

Small Credit Union Workshop

Summer TechCon

Financial Conference

CUaxis Community Annual Forum

Payments Conference