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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

April 23, 2025 - DoubleTree by Hilton Pittsburgh Cranberry, Mars, Pa.

Gear up…Vizo Financial’s Financial Strategies Workshops are back! These events are the meeting place of finance and strategy, where you can gain the education needed to fine-tune your credit union’s money management methods and goals. With sessions on the “big four” for credit unions – the economy, ALM, investments and liquidity – each one-day workshop is designed to be a hands-on, interactive experience to help you get your financial position to peak performance.

Not only do the workshops offer knowledge, networking and continuing education credits, but they’ll also feature expert speakers to guide the way through these financial strategies. Come for the workshops and leave with a toolkit of practical tips and information to keep your financial engine running smoothly.

With an ROI you just can’t pass up, it’s time to crank up the excitement for Vizo Financial’s 2025 Financial Strategies Workshops!

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2025 Annual Meeting

June 12, 2025 – 10:00 a.m. ET - Virtual

Member credit unions, you're invited! Our 2025 Annual Meeting is coming to a screen near you on June 12, 2025. This members-only event will be a virtual meeting where we can review the Corporate’s financials and discuss various executive/board reports.

Credit union staff are invited to attend this virtual event with an authorized representative from the institution. There is no cost to attend the Annual Meeting, but registration is required.

Vizo Financial would love for your credit union to participate in the virtual Annual Meeting, so register now and plan to attend from wherever you may be on June 12!

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Small Credit Union Workshop

August 5-6, 2025 - Virtual

Financial Conference

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

CUaxis Community Annual Forum

September 16, 2025

Payments Conference

November 5-6, 2025 - Virtual

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