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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!

Small Credit Union Workshop

August 6-7, 2024 - Virtual

Small but mighty.
Good things come in small packages.
Little giant.
Mighty mouse.

The message is clear — your size doesn’t have to affect your reach. The impact you have on your community is so much bigger than you can imagine. That’s why Vizo Financial is excited to once again host our Small Credit Union Workshop designed exclusively for credit unions $25 million in assets and under.

This two-day workshop, on August 6-7, 2024, will include sessions on payments, liquidity, BSA and more, all of which will be geared specifically towards small credit unions. To make it even easier for your credit union to attend, this workshop is completely virtual, which means you can enhance your knowledge and develop your skills without ever having to leave your credit union. So, what do you say? Will you join us and your small credit union peers for this educational opportunity?

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Financial Conference

September 11-13, 2024 - The Omni Grove Park Inn, Asheville, N.C.

From the charm of the Omni Grove Park Inn to the wealth of education sessions, Vizo Financial’s 2024 Financial Conference is setting the gold standard of credit union financial education!

Our biggest financial event of the year will take place on September 11-13, 2024, at the historic Omni Grove Park Inn in Asheville, N.C. Here, you’ll be treated to a wealth of information surrounding the biggest topics in finance right now – interest rate and loan performance strategies, economic and political updates, various investment opportunities and more. But what elevates this conference to the next level is that all of these sessions will be led by expert speakers from the Federal Home Loan Bank of Atlanta, Raymond James and FHN Financial, among others. And in order to make your conference experience even more rewarding, we’re offering delicious meals, spa and golf activities and plenty of networking opportunities.

Our 2024 Financial Conference is the ultimate destination for financial education, exclusively for credit unions. So, are you ready to invest in this golden opportunity?

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Quarterly Tech Talks

Wednesday, September 18 at 1:00 p.m.
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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CUaxis Community Annual Forum

September 24, 2024 - Pittsburgh Marriott North, Pittsburgh, Pa

Payments Conference

November 5-6, 2024 - Virtual

Risk Management Conference

April 14-16, 2025 - The Hershey Hotel, 100 Hotel Rd Hershey, PA 17033

Financial Conference

September 10 – 12, 2025 - The Omni Grove Park Inn, 290 Macon Ave Asheville, NC 28804

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