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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.




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.