Here at Vizo Financial education and continuing to learn are a top priority. We want to make sure we provide you, your staff, board members and volunteers with the training you need to be successful. Because being a partner to our credit unions means more than just providing products and services – it’s also about encouraging your educational development. Through our relationships with Credit Union leagues, associations and foundations, we can offer additional education opportunities to help strengthen the credit union movement.
Please note that these education session are being hosted by our partners, not Vizo Financial. If you are interested in attending any of these educational opportunities, please click the learn more button. This will then redirect you to the registration page on the corresponding partner’s website.
Join us for the full-day Emerging Leaders' Roundtable, a new event for young professionals and emerging leaders to join together and gain monumental credit union knowledge.
We will be diving deep into the basics of credit unions by exploring the language of credit union financials, learning how to step into our influence, and making conscious connections with one another in an open discussion atmosphere. Topics may be submitted prior to the event!
Hosted by the Management Association of Carolinas Credit Unions (MACCU), this two-day conference delivers valuable insight from expert presenters, while creating an atmosphere for peer exchange among senior executives and management teams in the Carolinas.
Registration for MACCU's semi-annual conference is open to all credit unions that have a physical branch in either state.
New for 2023 is a conference designed specifically for IT professionals in the credit union space. The work IT professionals do to ensure the utmost safety and security of member information is crucial to the integrity of the movement. Protecting members’ sensitive information while also providing staff with the tools and software needed to complete their job functions appropriately is a lot to juggle. Scams, phishing schemes, and more have only become more prevalent since the pandemic and signs point to things not slowing down any time soon. With more vigilance comes additional training, tools, and information for both IT and credit union staff. Stay up to date on how your credit union can continue protecting member data while allowing the organization to be up-to-date on the latest trends, FinTech, and more.
Invigorate your innovative side at CU Reality Check in Atlantic City, NJ, at the Borgata Hotel from October 23-25. Join the leading industry experts as they discuss and explore the challenges and opportunities facing credit unions today and in the future. Members will also have the chance to connect one-on-one with CrossState’s strategic partners and service providers during the many breaks built into the schedule.
The Compliance Risk Symposium is ideal for credit union professionals who require up-to-date information on regulatory hot topics that impact their operations. The discussions will cover pressing issues, the development of efficient and compliant marketing strategies, and a thorough examination of league support resources. The afternoon session will focus on an in-depth exploration of AffirmX, a technology-driven platform that provides tailored compliance review services, mandatory audits, and numerous other offerings. Gain insights into best practices, as well as valuable tips and tricks for optimizing your compliance resources.
This is a great opportunity to learn from industry experts, network with your peers, and discuss your top-of-mind issues with new League President/CEO Carrie Hunt and other League staff.