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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!

Financial Strategies Workshop

March 13, 2024 - The Hotel Hershey, Hershey, Pa.
March 27, 2024 - Marriott Richmond Short Pump, Richmond, Va.
April 10, 2024 - AC Hotel Charlotte Ballantyne, Charlotte, N.C.
May 8, 2024 - DoubleTree by Hilton Pittsburgh Cranberry, Mars, Pa.

Some may think that credit union finance is just about crunching numbers, moving assets and a bunch of other monotonous tasks – but you know better. Of course, it’s about all those things, but it’s also about playing the game – the very intricate and interrelated tug-of-war involving interest rates, market trends, economic performance and many other contributing factors. And that game, above all else, requires good strategy to keep your credit union well-positioned for success.

Vizo Financial’s 2024 Financial Strategies Workshops are back to give your credit union those strategies to manage your financials and stay ahead of the game. Each one-day event will provide engaging and informative content, brought to you by our very own financial experts, to empower you with essential financial strategies that go beyond the basics. Join us to learn about all the things that influence your financials and receive practical insights to help you achieve your financial goals.

With sessions on current economic trends to the latest investment options – complete with CPE credits – this isn’t just an educational opportunity, but an experience that will enhance your expertise and give you the tools you need to handle the complexities of credit union finance!

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Quarterly Tech Talks

Wednesday, March 20 at 1:00 p.m.
Wednesday, June 20 at 1:00 p.m.
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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Risk Management Conference

April 23-25, 2024 - The Hotel Hershey, Hershey, Pa.

In the world of credit unions, where financial services meet the unpredictable, a delicate dance between light and dark ensues. In the midst of the shadows, risk management serves as the guiding light, illuminating the path through potential scams, unexpected disasters, fraud schemes and more. To dispel the darkness of unforeseen risks, credit unions must shine a light on new and emerging risk management tools and practices. At Vizo Financial’s Risk Management Conference on April 23-25, 2024, that’s exactly what we’ll be doing to help your institution outshine the shadows of uncertainty

Be prepared for education sessions on cyberscams and the dark web, the challenges of real-time payment fraud, the role of AI in finance and payments, the building blocks of enterprise risk management…and then some. And to make this event even more vivid and exciting, attendees will receive all of these perks:

  • Continuing education credits
  • An opening reception, plus additional networking opportunities
  • Presentations from some of the brightest minds in risk
  • And, of course, the chance to stay at a beacon hotel in the sweetest place on Earth – the Hotel Hershey!

Will you join us for this eye-opening educational event and illuminate your view of the newest trends and best practices in credit union risk management? We certainly hope so…let’s light it up

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Member Appreciation Reception at CrossState Connect

May 19, 2024 - The Hard Rock Hotel & Casino Atlantic City, Atlantic City, N.J.

2024 Annual Meeting

June 18, 2024 - Virtual

Small Credit Union Workshop

August 6-7, 2024 - Virtual

Financial Conference

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

CUaxis Community Annual Forum

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

Payments Conference

November 5-6, 2024 - Virtual

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