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Upcoming Events

Risk Management Lunch and Learns

August 27 - October 22, 2019
11:30 - 1:30 p.m.

Vizo Financial is committed to helping credit unions get the information they need to manage the risks that come their way. Please join us at one of our 2019 Risk Management Lunch and Learns to sit down with peers and the Vizo Financial risk management team to discuss current security and risk issues facing credit unions today.

Come enjoy great food, conversation and networking, plus discover how we are helping credit unions fight the rising security attacks against financial institutions. There is no cost to attend the luncheon events but registration is requested.




2019 Annual Meeting

September 11, 2019
11:45 a.m. - 1:15 p.m.
Ballantyne Hotel, Charlotte, N.C.

Vizo Financial’s 2019 Annual Meeting will be held on September 11, 2019. Member credit unions of Vizo Financial are invited to attend, which will include a review of the Corporate’s financials, various executive and board reports and important business decisions. The event will take place at the Ballantyne Hotel during the Financial Conference.

All of the details about our 2019 Annual Meeting, the candidate bios and our 2018 Annual Report can be found on our Annual Meeting website.




Financial Conference

September 11-13, 2019
Ballantyne Hotel, Charlotte, N.C.

Are you looking for financial strategies and ideas to propel your credit union forward? This is where you'll find them! Our Financial Conference is where education and finance meet. It's an excellent opportunity for credit union finance professionals to network, discuss changes and issues within the industry and, most importantly, gain valuable knowledge to bring back to their credit unions.

Speakers from some top financial companies will be sharing their wealth of knowledge with you over the course of three days. Soak up information on ALM, economic trends, changing rates and more. Also earn CPE credits, make professional connections and even spend your afternoon in luxury, with a touch of Southern charm, at the world-class Ballantyne Resort!

The reasons to attend our financial conference are endless. You’ll get the financial education you need to help your credit union thrive, plus so much more!





Vizo Financial CECL Workshop

September 27, 2019 - The Ballantyne Hotel, Charlotte, N.C.
October 1, 2019 - Marriott Downtown Pittsburgh, Pittsburgh, Pa.

Join us for a CECL accounting workshop to learn about the steps to move through the complete CECL implementation process. The changes to the allowance for credit loss are the most disruptive that financial institutions have ever faced. We understand the changes and have assembled leading experts to discuss all aspects of the new standard with you!




Payments Conference

October 9-10, 2019 - Spooky Nook Sports, Lancaster, Pa.
October 23-24, 2019 - Hilton Charlotte University, Charlotte, N.C.

The ever-changing world of payments seems to add something new every day. Whether your credit union offers mobile banking, P2P apps, ACH, cash or check services, it’s critical to stay current on changes and advancements in payments.

Vizo Financial’s 2019 Payments Conference is an event dedicated to education on payment systems and services and is tailored specifically for credit unions. You’ll learn more about today’s latest payment technologies, consumer payment trends, regulation and compliance and, ultimately, how to enhance your credit union’s payment strategies!




Member Appreciation Reception

October 21, 2019
Hard Rock, Atlantic City, N.J.

To thank our members for their support and dedication to the cooperative spirit, Vizo Financial will be hosting a member appreciation reception during the New Jersey Credit Union League Annual Meeting and Convention. The event will be held at the Hard Rock in Atlantic City, NJ. We hope to see you there!




Security & Compliance Workshop

November 6, 2019
Hilton Charlotte University, Charlotte, N.C.

Data breaches, identity theft claims, meeting regulatory requirements? There are so many risks credit unions face on a daily basis, it seems like it’s almost impossible to keep up. Vizo Financial’s Security & Compliance Workshop offers a whole day dedicated to credit union risk, security and compliance. You’ll have the opportunity to not only learn more about things like the latest compliance updates and risk response tactics, but also earn CPE credits and meet other credit union professionals!

Our very own cybersecurity experts each have their own unique background and area of expertise regarding risk management, which allows them to deliver diverse and engaging content. You’ll be able to take their insight back with you to your credit union to improve your security and compliance practices.