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Upcoming Events

Financial Strategies Workshops

March 28, 2018 - Marriott Downtown, Richmond, Va.
May 15, 2018 - Doubletree Pittsburgh Cranberry, Pittsburgh, Pa.
May 16, 2018 - Eden Resort, Lancaster, Pa.

Vizo Financial understands the importance of financial management for credit unions. These workshops are an excellent opportunity for credit unions to receive additional financial education provided by our expert staff and other industry speakers. Each workshop is a one-day event and will focus on the economy, ALM, investment and liquidity strategies and CECL. This is an accredited CPE event. Various dates and locations are available!

2018 Risk Management Conference

April 18-20, 2018 - Hershey, PA
The Hotel Hershey

No doubt about it – credit unions face more than their fair share of risks. With so many new threats and regulations to worry about, Vizo Financial created the Risk Management Conference. This three-day conference is an accredited CPE event that features in-depth education from security, compliance, business continuity and other risk perspectives. And it’s being held in the chocolate capital of the U.S. – Hershey, Pa.

MY CU Services Core Processing User's Meeting

May 3, 2018 - 5:30 p.m. to 9:00 p.m. (tentative)
Crown Plaza Pittsburgh West - Green Tree

Leadercast Live 2018

May 4, 2018 - 9:00 a.m. to 4:30 p.m.

Leadercast Live is the largest one-day leadership event in the world. Broadcast live from Atlanta to hundreds of locations around the world each year, Leadercast brings together some of the most recognized and respected global leaders to create a leadership experience unlike any other and Vizo Financial is bringing it to you. This event will be broadcasted live at our Vizo Financial locations in Irmo, S.C.; Greensboro, N.C.; and Middletown, Pa.

To view a recap of Leadercast Live 2017, please click here.


Vizo Financial Reception at the PCUA’s CONNECT 2018

May 21, 2018 - 5:15 p.m. to 6:30 p.m.
Nemacolin Woodlands Resort, Farmington, Pa.

Vizo Financial is hosting a reception during the PCUA's CONNECT 2018 Annual Convention and we want you to be there! There will be drinks, hors d'oeuvres, cash prizes and lots of fun. It's a great opportunity to network with Vizo Financial staff and credit union professionals.

Carolinas Credit Union League Luncheon

June 11, 2018 – Myrtle Beach, S.C.

Vizo Financial will be hosting a luncheon for credit unions during the Carolinas Credit Union League’s Annual Meeting in Myrtle Beach, S.C. The luncheon is a great opportunity for credit unions to dine with Vizo Financial and CUSOs staff, and find out how we can be of service to you!

Vizo Financial Annual Meeting

August 9, 2018
University of Virginia Inn at Darden Conference & Event Center, Charlottesville, Va.

Vizo Financial’s annual meeting will be held once again at the University of Virginia Inn at Darden. Members are invited to attend and participate as owners of the Corporate. Options for in-person attendance and live-streaming of the event will be available.

Financial Conference

September 12-14, 2018
Ballantyne Hotel, Charlotte, N.C.

This conference is Vizo Financial’s BIG financial event of the year! Credit unions can expect top-notch financial education from industry experts during this three-day conference, which includes a number of networking opportunities with credit union peers. The Financial Conference is an accredited CPE event and includes sessions on a variety of financial topics that are valuable to CFO, CEOs and other staff responsible for the financial management of the credit union. Want a glimpse into the 2018 Financial Conference See highlights from our 2017 event!

Payments Conference

October 10-11, 2018 - Hershey Lodge, Hershey, Pa.
October 24-25, 2018 - Embassy Suites, Concord, N.C.

Credit unions are driven by payment solutions. The two go hand-in-hand! Vizo Financial’s Payments Conference is an accredited CPE event that provides the opportunity for credit unions to learn about available payment systems, and how to leverage those systems to best serve members. Attendees can choose from one of our two dates and locations!

Risk Management Workshop

November 7, 2018
Embassy Suites, Concord, N.C.

Vizo Financial’s Risk Management Workshop is a one-day crash course on identity theft, security awareness, business continuity and more. Join us in November for this accredited CPE event that will push your risk management education into overdrive, and provide real-world knowledge to take back to your credit union!