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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!

Payments Conference

November 5-6, 2024 - Virtual

Payments don’t just fuel credit unions, they fuel the world we live in. Whether through P2P apps or ACH transactions, cards or digital wallets, the payments domain moves fast and impacts the way we do business with members. At Vizo Financial’s virtual Payments Conference, an immersive online event, we’ll be uniting credit union professionals and payment industry leaders – including the Payments Professor himself! – to explore the transforming payments arena.

Join us on November 5-6, 2024, as we delve into a series of forward-thinking education sessions on error and fraud in electronic payments, managing instant payment risks, wire transfer strategies and more. These sessions are designed to provide actionable insights on the latest payment technologies and trends and relevant strategies to incorporate them into your product line.

It’s time to gear up for this informative online event that will keep your credit union up to speed on the latest industry education and, ultimately, on track to remain competitive in the payments circuit.


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Quarterly Tech Talks

Wednesday, December 11 at 1:00 p.m.

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 benefit 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!

There is no fee to attend these meetings; however, registration is required. These meetings will NOT be recorded and do NOT qualify for CPE credits. These interactive sessions will be conducted via Zoom, so a camera and audio are encouraged for all participants.

Please note that these events are 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 companies discussed during these meetings.

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Financial Strategies Workshop

March 12, 2025 - The Hershey Hotel, Hershey, Pa.
March 27, 2025 - Marriott Richmond Short Pump, Richmond, Va.
April 9, 2025 - AC Hotel Charlotte Ballantyne, Charlotte, N.C.
April 23, 2025 - DoubleTree by Hilton Pittsburgh Cranberry, Mars, Pa.

Risk Management Conference

April 14-16, 2025 - The Hershey Hotel, Hershey, Pa.   

Small Credit Union Workshop

August 5-6, 2025 - Virtual

Financial Conference

September 10 – 12, 2025 - The Omni Grove Park Inn, Asheville, N.C.

Payments Conference

November 5-6, 2025 - Virtual

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