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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

Virtual Workshop
August 3-4, 2021

Good things come in small packages, so the saying goes. Small credit unions are no exception! And to ensure all those good things your institution has to offer continue to flourish, Vizo Financial is excited to hold our second Small Credit Union Workshop on August 3-4, 2021.

With this workshop designed for credit unions $25 million in assets and under, our focus is centered around helping your credit union navigate challenges you may be facing. This exclusive event provides you the opportunity to fulfill your required BSA/AML compliance training, discover suitable investments for your credit union, learn ACH timelines and requirements, get to know your member statements and more!

This two-day event will be packed with opportunities to learn how to make your small but mighty credit union successful!

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Leadership Workshops

August 18, 2021 - Virtual Workshop
November 17, 2021 - Richmond, VA - location TBD

What makes a leader? According to John C. Maxwell, “a leader is one who knows the way, goes the way and shows the way.” Vizo Financial’s 2021 Leadership Workshop is designed to help you find the way to effective leadership skills and workplace culture. That way, you can show it to your credit union team and make your institution a place of true servant leadership.

The workshop will feature our chief culture officer, certified Gallup Strengths Coach and best-selling author, Joe Bertotto. He’s invested much of his life in learning the path to leadership and helping individuals such as yourself find the secrets to happy workplaces.

Join Joe and your peers for these events that will talk about leveraging employee strengths, embracing servant leadership, building an engaged workforce and more! The workshop will be highly interactive so all attendees can put their new leadership skills to the test. It’s time learn the way, go the way and show the way with the 2021 Leadership Workshop!

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Annual Meeting

Virtual Meeting
September 8, 2021
10:30 a.m. - 11:30 a.m. ET


Our 2021 Annual Meeting is coming to a screen near you! Join us on September 8, 2021, at 10:30 a.m. ET for this virtual event where we’ll find out the results of our board of directors election, review the Corporate’s financials, discuss various executive/board reports and make important business decisions together. After all, working and standing together is the key to credit union success, right?

That’s why we’re calling all member credit unions of Vizo Financial to participate in the virtual Annual Meeting. Register now and plan to attend from wherever you may be! And be sure to check out the details about the meeting, the candidates and the 2020 Annual Report on our Annual Meeting website.

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Financial Conference

Ballantyne Hotel - Charlotte, N.C.
September 15-17, 2021

Finances have been a major topic of conversation in the past year, haven't they? Slowly but steadily, life is returning to a semblance of normalcy. But can the same be said of credit union investment options, liquidity practices, lending services and balance sheet management? The good news is that credit unions have proven themselves adaptable with some knowledge and education at their disposal.

That's what our 2021 Financial Conference is all about – learning how to adjust to the current financial landscape we're facing now, and whatever lies ahead in the future. Over three days, we'll cover strategies and trends, hear from experts in the field and gain insights from credit union peers that can help all of us move forward financially. And, of course, we can’t forget the golf and spa activities that will be available to make your learning experience that much more enjoyable!

This will be an in-person event at the Ballantyne Hotel from September 15-17, 2021. We also have a virtual ticket option available, which will provide post-event access to recordings of the live sessions. Choose the option that works best for you so you can get your hands on some of the finest financial education around!

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Risk Management Roundtables

September 28, 2021 - DoubleTree by Hilton Hotel Pittsburgh - Cranberry, Pa.
October 6, 2021 - DoubleTree by Hilton - Columbia, Md.
October 28, 2021 - Vizo Financial, Greensboro Office - Greensboro, N.C.

Phishing, ransomware, data leakage, etc. are all security risks that credit unions are constantly facing. These risks not only put the credit union at risk, but also the credit union’s members which is why Vizo Financial is once again hosting its Risk Management Roundtable event!

With this event designed exclusively for information security executives, our focus is centered around helping your credit union navigate different risks that you may be facing while also facilitating discussions and sharing insights in a confidential setting.

This in-person event, facilitated by Vizo Financial’s Risk Management Team, Mike Bechtel, John Cuneo and Robert Gentry, will cover topics such as Recent Security Events and Their Impact, Pandemic – Lessons Learned, and Security Awareness and Best Practices.

Space is limited, so make sure you register today for this educational and insightful event! There is no cost to attend the roundtable events and lunch will be provided.

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Payments Conference

Virtual Conference
October 19-20, 2021

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