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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!

2023 Financial Strategies Workshops

March 29, 2023 - Richmond, Va.
April 5, 2023 - Charlotte, N.C.
April 26, 2023 - Pittsburgh, Pa.

The last three years have held a pandemic, record inflation, a crisis in Ukraine and a rise in interest rates, so what does 2023 hold for the economy? That’s a question on a lot of people’s minds. While we can’t be certain what’s in store for 2023, we do know that planning, preparing and education are vital in helping us achieve our financial goals for the year. That’s why we’re inviting you to join us in Hershey, Pa., Richmond, Va., Charlotte, N.C. or Pittsburgh, Pa. for Vizo Financial’s 2023 Financial Strategies Workshops!

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Risk Management Conference

April 20-21, 2023 - The Hotel Hershey, Hershey, PA

Credit unions are one of many players in the risk-riddled financial arena. You might think of our industry as a game of chess, where your opponents’ next moves are unknown and can catch you off guard at any time. But unlike the lonely pawns on the game board, credit unions are certainly not alone when it comes to combatting risks.

Vizo Financial’s annual Risk Management Conference is back, and with it, the education and strategies credit unions need to effectively address their risks. From cybersecurity to payment risk and everything in between – including our famed tabletop exercise – we’re covering the spectrum of risk from one end to the other.

Join us on April 20-21, 2023, at The Hotel Hershey in Hershey, Pa., for two days of knowledge, insights and information that will give your credit union the tactical edge to help overcome the riskiest aspects of your business – checkmate and all!

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2023 Leadership Workshop

May 4, 2023 - Hershey, Pa.
May 11, 2023 - Richmond, Va.
May 25, 2023 - Charlotte, N.C.
June 1, 2023 - Pittsburgh, Pa.

During this workshop, participants will learn how to increase their value to members by uncovering sales opportunities. The approach taught is not an aggressive sales approach that may be seen as a turn-off to members and staff alike. Instead, this approach is built on knowing your member and making the appropriate suggestion of a product or service that will benefit the member. Many times, a credit union employee may recognize a product to offer a member but feel “pushy” making the suggestion.

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Member Appreciation Reception

May 19, 2023 - The Hershey Lodge, Hershey, Pa.

We’re gathering in the SWEETEST place on earth to celebrate the SWEETEST members on earth — you all! We’re throwing a reception in your honor during the 2023 CrossState CU Association’s Reconnect Annual Convention. We invite you to join us on May 19 from 5:00 – 6:00 p.m. at The Hershey Lodge in Hershey, Pa. We’ll have tasty food, great conversations and, of course, loads of fun! We hope you’ll join us so we can show you just how appreciative we are of you and our partnership.

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Annual Meeting

June 21, 2023 - Virtual

Small Credit Union Workshop

August 9-10, 2023 - Virtual

Summer TechCon

August 23-24, 2023 - Virtual

Financial Conference

September 13-15, 2023 - The Omni Grove Park Inn, Asheville, NC

CUaxis Community Annual Forum

September 26, 2023 - Pittsburgh, PA

Payments Conference

October 25-26, 2023 - Virtual

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