Financial Minds: Meet the Experts | Podcast en RSS.com

Financial Minds: Meet the Experts

Financial Minds: Meet the Experts

por Vizo Financial

Negocios Educación

Temporada 5

Financial Elder Abuse

Fraud is everywhere. Protecting our institutions, as well as our members, from as much fraud as possible is a top priority for all credit unions. On this episode of Financial Minds: Meet the Experts, we wanted to shine a spotlight on financial elder abuse and what we can do to prevent it. Joining Jaime is Cindy Hagan, VP, compliance and fraud risk, to explain how this fast-growing form of elder mistreatment is affecting millions of older adults – and costing billions of dollars –each year. Together, they’ll discuss: Why financial elder abuse goes unreported The differences between standard fraud and financial elder abuse Red flags staff should watch for How mandatory reporting obligations have changed And more! Listen in to this week’s episode to hear this in-depth conversation on financial elder abuse. Next week on the podcast, watch for our episode on business continuity and operational resilience. Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Psychological Safety in the Workplace

Fostering a safe and respectful environment that builds trust is not only how we maintain relationships with members, but also how we support those doing the work behind the scenes. On this episode of Financial Minds: Meet the Experts, we talk about psychological safety and its importance in the workplace. Joining Jaime are Jeanne Heath, director of cultural engagement and learning, and Melanie Lambie, senior human resources generalist, to discuss organizational leadership, psychological safety and the role they play in creating a supportive environment. During this episode, they’ll explore: Ways to prioritize psychological safety and mental health Signals leaders can look out for from their employees How leadership behaviors can influence mental health Tools and practices to reinforce psychological safety And more! Catch this week’s episode, then don’t forget to tune in next week as we take a closer look at financial elder abuse. Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Security Awareness with Mike Bechtel

Credit unions are built on trust, but in today’s cybersecurity landscape, trust alone isn’t enough to keep you safe. On this episode of Financial Minds: Meet the Experts, we dive into the importance of security awareness and how fostering a culture of vigilance can help protect your credit union from cyber threats. Joining Jaime is Mike Bechtel, Vizo Financial’s information security director, to discuss why people remain the first line of defense and share practical insights to help credit unions better protect their employees, members and sensitive information. During this episode, they’ll explore: How to balancing a culture of trust with vigilance Phishing attempts and how they’ve evolved The biggest security gaps in managing remote or hybrid employees Behaviors employees can adopt to reduce risk And more! Join us to hear this intriguing discussion on security awareness in the modern world. Then, be sure to listen in next week to hear about psychological safety in the workplace. Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Economic Update with Scott Wood and Tim Sustak

It’s that time again! The July FOMC meeting will take place next week, and we’re bringing you a new economic update on this episode of Financial Minds: Meet the Experts. Joining Jaime are our economic experts, Scott Wood, SVP/chief investment officer, and Tim Sustak, SVP/chief treasury officer. Listen in as they share their thoughts on how the upcoming meeting could impact credit unions. Together, they’ll explore: New leadership expectations and key economic indicators to watch What the Fed’s biggest challenges are right now The potential impact a new FOMC chair could have on monetary policy Economic trends that credit unions leaders should have on their radar And more! Listen in to hear Scott and Tim on this week’s economic update. Then, don’t forget to watch our FOMC Update with Tim following next week’s meeting! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Risk to Results: TCT Risk Solutions

Staying competitive while managing risk is a balancing act, but with our newest partnership and suite of solutions, we can bring stability to the uncertainty. In this episode of Financial Minds: Meet the Experts, Jaime meets with Randy Thompson, president/CEO of TCT Risk Solutions; Tim Sustak, SVP/chief treasury officer for Vizo Financial; and Josh Faith, the Corporate’s lending services and treasury director, to discuss the power behind our partnership and how you can improve your credit union’s financial position while minimizing risk. Join the conversation as they discuss: The origins and goals of the partnership An overview of the TCT suite of solutions The biggest operational challenges credit unions face and how TCT Risk Solutions combats them And more! Listen now to learn more about the TCT suite of services and how it can move your institution from reactive risk mitigation to proactive, data-driven results! Connect with us: Vizo Financial: www.vfccu.org Linkedin: https://www.linkedin.com/company/vizo-financial/

Uncovering Intelligence: Vertice AI

The way credit unions can leverage data is constantly evolving, and Vertice AI is a prime example. In this episode of Financial Minds: Meet the Experts, Jaime meets with Mitch Rutledge of Vertice AI and Michal Parker of MTC FCU to discuss this powerful AI-driven solution and how it can uncover opportunities to better engage new and existing members. Listen in to hear about how MTC FCU is currently using Vertice AI to improve member relationships, as well as operations, and what credit unions should know as they begin exploring the use of AI solutions for their own organizations. Join the conversation as they discuss: An overview of Vertice AI and it’s capabilities What led MTC FCU to choose the Vertice AI solution The concerns of implementing AI and how Vertice AI addresses them And more! Tune in to learn about the Vertice AI solution and hear one credit union’s first-hand experience with this innovative member growth technology! Connect with Us: Website: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

CUltivate AI with Phillip Autrey

Artificial intelligence is a rapidly transforming industries across the globe, and credit unions are no exception. In this episode of Financial Minds: Meet the Experts, Jaime sits down with Phillip Autrey from CUltivate AI to discuss their AI platform specifically designed for the credit union industry. Tune in to learn how CUltivate AI was developed to address the unique challenges credit unions face and help organizations improve efficiency, enhance member service and support smarter decision-making. Join the conversation as they discuss: The mission of CUltivate AI What challenges or opportunities inspired CUltivate AI Examples of how CUltivate AI can improve operational efficiency And more! Whether you’re exploring AI for the first time or looking for ways to leverage innovative technology, listen in to gain valuable insight into how credit unions can prepare for the future. Connect with Us: Website: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Economic Update with Scott Wood and Tim Sustak

With the June FOMC meeting taking place next week, we’re bringing you a new economic update on this episode of Financial Minds: Meet the Experts podcast. Joining Jaime are our economic experts, Scott Wood, SVP/chief investment officer, and Tim Sustak, SVP/chief treasury officer. Listen in as they share their thoughts on how the upcoming meeting could affect credit unions. Together, they’ll explore: · The key economic indicators to watch most closely · What the Fed’s biggest challenges are right now · The potential impact a new FOMC chair could have on monetary policy · Economic trends that credit unions leaders should have on their radar · And more! Tune in to hear Scott and Tim on this week’s economic update! Then, be sure you don’t miss Tim’s post-Fed meeting analysis in our FOMC Update next week. Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Meet the Team: Executives

We’ve officially reached the final episode of our Meet the Team series here on Financial Minds: Meet the Experts! To close out the series, we sat down with the team that helps guide the overall vision and strategy for the corporate, Vizo Financial’s executive leadership team. Listen in as Jaime talks with Fred Eisel, president/CEO; Lori Gall, EVP/chief operating officer; and Jeff Stoner, EVP/chief strategy officer, to discuss their responsibility in ensuring Vizo Financial continues growing, innovating and serving members at the highest level. Together, they share: · What accelerating credit union success looks like in practice · The biggest challenges credit unions are facing today · Balancing innovation and stability in a highly-regulated industry · How they expect the needs of credit unions to evolve in the coming years · And more! Thank you for listening to our Meet the Team series each week as we dove into the work and responsibilities of the teams here at Vizo Financial that support credit union growth and success. Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Meet the Team: Data Analytics

As we continue to modernize and move our industry forward, helping credit unions harness their data to accelerate success is a major goal for the Corporate. On this episode of Financial Minds: Meet the Experts, we’re chatting with Vizo Financial’s data analytics team to hear how they use data analysis for strategy, insight and opportunity that creates sustainable credit union growth. Joining Jaime are Jeremy Jenkins, VP, data analytics, and Melissa McCollough, growth & data analytics strategist, to share how data analysis helps credit unions make informed decisions and better serve their members. Together, they discuss: · Working with partners like Vertice AI to bring those solutions to life · Identifying meaningful use cases for credit unions · How data leads to real and measurable impacts for credit unions · Common misconceptions about using AI · And more! Listen or watch to hear more from our data analytics team! Then, make plans to tune in to next week’s episode as we close out our meet the team series with our executive team! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

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