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Vizo Finanical On the Road

Welcome to Vizo Financial’s On the Road page! This is where you’ll find out where we’ve been, where we’ll be heading next and how we aim to continue building connections with credit unions in our travels. From industry events to trade shows and everything in between, we invite you to keep up with #VizoFinancialOnTheRoad!

Vizo Financial was busy throughout the month of October. Get the full monthly recap below!

MD|DC Credit Union Association Young Professionals Network Virtual Meeting

On October 2, 2024, Vizo Financial’s VP of sales, marketing and education, Jaime Agostino, attended the one-hour MD|DC Credit Union Association YPN Virtual meeting. It was great getting to meet so many up-and-coming credit union professionals!

MD|DC Credit Union Association Baltimore Chapter Bull, Oyster and Shrimp Feast

Hey, Mr. DJ! That was the sentiment as Joe Reiner, Vizo Financial corporate account manager by day and accomplished disc jockey by night, got everyone on the dance floor at the MD|DC Credit Union Association’s Baltimore Chapter Bull, Oyster and Shrimp Feast on October 4, 2024, at Columbus Gardens. While Joe kept up the energy, Jaime Agostino, VP of sales, marketing and education, brought even more smiles to attendees as she handed out homemade cookies. What a fun event!

Virginia Credit Union League InnoVAte

It was all about innovation at the Virginia Credit Union League’s InnoVAte 2024 event on October 9-11, 2024. Our VP of sales, marketing and education, Jaime Agostino, was there to represent Vizo Financial and share more about the latest news and services from the Corporate!

Global Women’s Leadership Network Event at APEX 2024

It was an evening of female-focused speakers, networking and connection as credit union professionals of all genders, including our very own Jaime Agostino, VP of sales, marketing and education, united at the Global Women’s Leadership Network event on October 15, 2024. The event, which was held during the APEX Convention at the Mohegan Sun Resort in Uncasville, Conn., was sponsored by the Cooperative Credit Union Association and the Credit Union League of Connecticut. It was a wonderful evening celebrating women in the credit union movement and building greater connections!

APEX 2024

The Credit Union League of Connecticut and Cooperative Credit Union Association joined forces to host APEX 2024 in its fourth annual event. Vizo Financial was thrilled to be a part of this event, which is meant to propel credit unions forward through networking and collaboration. Rodney May, SVP/chief engagement officer; Scott Wood, SVP/chief investment officer; and Jaime Agostino, VP of sales, marketing and education, attended at the Mohegan Sun Resort in Uncasville, Conn., on October 16-17, 2024. Thanks for having us!

MD|DC Credit Union Association YP Summit Networking Reception

On October 23, 2024, Jaime Agostino, VP of sales, marketing and education, represented Vizo Financial at the MD|DC Credit Union Association’s Young Professionals Summit Networking Reception in Hunt Valley, Md. She was even presented with a thank you plaque for the Corporate’s support and sponsorship. It was very much appreciated!

CrossState Credit Union Association CU Reality Check

It was double the fun as corporate account managers, Ty Snavely and Steve Houser, attended the CrossState Credit Union Association’s CU Reality Check event in Atlantic City, N.J., October 28-29, 2024. They had a great time catching up with CUs – just look at this picture of Ty and Kevin Unger from Discovery FCU (Wyomissing, Pa.) below!

Global Women’s Leadership Network PA Sister Society Event

A whirlwind of credit union women, including several Vizo Financial team members, gathered for the Global Women’s Leadership Network PA Sister Society event on October 30, 2024, to discuss DEI and strengthen bonds at Members 1st FCU in Enola, Pa. As the sponsor of the event, Vizo Financial gifted a book, a pink notebook and Jaime’s famous buttermilk sugar cookies to attendees at the PA Sister Society event. Beginning in January 2025, the PA Sister Society is hosting a book club with the book provided by Vizo Financial, which will also be led by the Corporate’s director of cultural engagement & learning, Jeanne Heath.

IBEW #26 FCU Retirement Event

Corporate account manager, Joe Reiner, happily attended IBEW #26 FCU’s retirement celebration for their longtime employees, Doreen and Denise. Both worked for the Mitchelville, Md.-based credit union for many years. Joe was thrilled to be part of the festivities and to offer them best wishes on their retirements from the Vizo Financial family.

Vizo Financial was busy throughout the month of November. Get the full monthly recap below!

America's Credit Unions Small Credit Union Conference

Corporate account manager and small credit union enthusiast, Robyn Cooper, attended America's Credit Unions’ Small Credit Union Conference in Charlotte, N.C., on November 3-5, 2024. She had a wonderful time celebrating the unique spirit of small credit unions and spreading the word about how Vizo Financial can serve those institutions. Thanks for all the CU professionals who stopped by the Vizo Financial booth to see Robyn!

MACUMA Fall Golf Outing

Esteemed Vizo Financial corporate account manager and golf enthusiast, Joe Reiner, hit the green one last time in 2024 when he attended the MACUMA Fall Golf Outing at the Springfield Golf & Country Club in Springfield, Va., on November 4, 2024. Thanks FORE the invitation!

York Chapter Meeting

It was a night full of education and networking as Jaime Agostino, VP of sales, marketing and education, and Cindy Hagan, VP of compliance and fraud risk, attended the York Chapter of Credit Unions chapter meeting on November 4, 2024. Cindy spoke about her specialty – compliance and fraud – at the meeting, sharing her expertise with credit union professionals.

CrossState Credit Union Association Harrisburg Chapter Event

Vizo Financial’s Jaime Agostino, VP of sales, marketing and education, and Steve Houser, corporate account manager, were excited to attend the CrossState Credit Union Association’s Harrisburg Chapter event on November 6, 2024. The event included a CEO panel discussion and a door prize basket giveaway from Vizo Financial – congrats again to Steve Robertson from Belco Community CU for winning the basket!

A Capital Affair Gala

Coming together to make miracles was the theme of the evening at the annual Capital Affair Gala on November 7, 2024, in Washington, D.C., where Jaime Agostino, VP of sales, marketing and education, attended on behalf of Vizo Financial, where we also acted as this year’s Gift Giveaway Sponsor. The event is held each year as a fundraiser for Children’s Miracle Network Hospitals. It was a beautiful and impactful event!

Greensburg Chapter Meeting

Beloved corporate account manager, Steve Houser, spoke at the Greensburg chapter meeting at DeNunzio’s Italian Chophouse in Latrobe, Pa., on November 13, 2024. Thank you for providing the opportunity for one of Vizo Financial’s esteemed professionals to speak to credit unions!

INSPIRE Conference

Robyn Cooper, corporate account manager, and Jaime Agostino, VP of sales, marketing and education, were thrilled to attend the INSPIRE Conference in Tampa, Fla., on November 13-15, 2024. The event was hosted by League of Southeastern Credit Unions & Affiliates in tandem with the Carolinas Credit Union League and the Global Women's Leadership Network. It was a great event celebrating the role of female leadership, camaraderie and empowerment – Jaime and Robyn had a wonderful time!

Vizo Financial was busy throughout the month of December. Get the full monthly recap below!

CrossState Credit Union Association CEO Summit

December in the Keys…yes, please! Vizo Financial’s president/CEO, Fred Eisel; VP, sales, marketing and education, Jaime Agostino; and corporate account manager, Steve Houser, soaked up sun, fun and time spent with credit union executives at the CrossState Credit Union Association’s CEO Summit from December 10-13, 2024, in Key West, Fla.

Carolinas CUDE Holiday Social

Robyn Cooper, corporate account manager, and June 2024 graduate of the Credit Union Development Educator (CUDE) program, joined the Carolinas Credit Union League’s CUDE Holiday Social on December 11, 2024. It was a wonderful time spent reminiscing about the best class(es) ever and spreading holiday cheer!

Suburban Chapter Holiday Mixer

Would it even be a party if Joe Reiner, Vizo Financial corporate account manager, wasn’t there? Probably not! Good thing, then, that Joe was in attendance at the Suburban Chapter Holiday Mixer held by the MD|DC Credit Union Association at The Board and Brew College Park, Md., on December 12, 2024. The mixer celebrated a year full of successful chapter initiatives and brought everyone together for the holiday season. What a great event to end the year…ON THE ROAD!


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