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Upcoming Events

Financial Strategies Workshops

April 24, 2019 - Valley Forge Casino Resort, King of Prussia, Pa.
May 8, 2019 - DoubleTree Pittsburgh Cranberry, Pittsburgh, Pa.

Our 2019 Financial Strategies Workshop is back for another year! We’ll be hosting one-day workshops in King of Prussia, Pa.; Pittsburgh, Pa.; and Richmond, Va. Join us as we discuss vital topics your credit union needs to know including investment options, balance sheet strategies and so much more! In addition to the education, this is also your chance to meet fellow credit union professionals and earn CPE credits. Choose the date and location that works best for you!

Global Women's Leadership Network PA Sister Society Meeting

April 25, 2019
The Vineyard and Brewery at Hershey, Hershey, Pa.

Join a group of Pennsylvania credit union women who are at all stages of their professional journey and participate in an event that offers thought provoking dialogue, new professional and personal contacts and an opportunity to make a difference on the local and global credit union movement.

Meeting Topic: Achieving Personal Success Through Your Unique Strengths

PCUA Member Appreciation Reception

May 17, 2019
5:15 - 6:30 p.m.
Hershey Lodge, Hershey, Pa.

To thank our members for their support and dedication to the cooperative spirit, Vizo Financial will be hosting a member appreciation reception during the Pennsylvania Credit Union League Annual Meeting and Convention. The event will be held at the Hershey Lodge. We hope to see you there!

CCUL Member Appreciation Luncheon

June 3, 2019
12:00 - 1:30 p.m.
Omni Grove Park Inn, Asheville, N.C.

To thank our members for their support and dedication to the cooperative spirit, Vizo Financial will be hosting a member appreciation luncheon during the Carolinas Credit Union League Annual Meeting. The Omni Grove Park Inn will be the setting for this event. We hope to see you there!

2019 Annual Meeting

September 11, 2019
11:45 a.m. - 1:15 p.m.
Ballantyne Hotel, Charlotte, N.C.

Vizo Financial’s 2019 Annual Meeting will be held on September 11, 2019. Member credit unions of Vizo Financial are invited to attend, which will include a review of the Corporate’s financials, various executive and board reports and important business decisions. The event will take place at the Ballantyne Hotel during the Financial Conference.

Financial Conference

September 11-13, 2019
Ballantyne Hotel, Charlotte, N.C.

Are you looking for financial strategies and ideas to propel your credit union forward? This is where you'll find them! Our Financial Conference is where education and finance meet. It's an excellent opportunity for credit union finance professionals to network, discuss changes and issues within the industry and, most importantly, gain valuable knowledge to bring back to their credit unions.

Speakers from some top financial companies will be sharing their wealth of knowledge with you over the course of three days. Soak up information on ALM, economic trends, changing rates and more. Also earn CPE credits, make professional connections and even spend your afternoon in luxury, with a touch of Southern charm, at the world-class Ballantyne Resort!

The reasons to attend our financial conference are endless. You’ll get the financial education you need to help your credit union thrive, plus so much more!

Payments Conference

October 9-10, 2019 - Hershey, 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!

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.