Financial Minds: Meet the Experts

Financial Minds: Meet the Experts

por Vizo Financial

Negocios Educación

Temporada 5

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

Meet the Team: Treasury

Growth and stability are important goals for credit unions. Through lending, liquidity and strategic financial management, the treasury team helps credit unions to achieve these goals. On this episode of Financial Minds: Meet the Experts, we’re talking with Vizo Financial’s treasury team and their role in supporting the credit unions we serve. Joining Jaime are Tim Sustak, SVP/chief treasury officer, and Josh Faith, lending services and treasury director, to talk about keeping credit unions competitive, compliant and financially strong. Together, they share: · The role of the treasury and credit department · Credit trends to watch · Common liquidity challenges credit unions face · The role and benefits of safekeeping · And more! To hear more from our treasury team, tune in to this week’s episode! Don’t miss out next week as we continue our meet the team series with Vizo Financial’s data analytics team. Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Meet the Team: Acccounting

Financial strength and stability is vital for credit unions to serve their members. On this episode of Financial Minds: Meet the Experts, we look behind the scenes at Vizo Financial’s accounting team and the critical role they play in helping the credit unions we serve have the financial support they need to succeed. Joining Jaime are Mark Brown, SVP/chief financial officer; Deanna Swift, VP, accounting; and Margie Jones, controller, to talk about their responsibilities in posting and transaction management for our members. They share: · How to ensure timeliness and accurate data · Ways they support transparency and trust across credit unions · The difference in accounting for a corporate credit union vs. a natural person credit union · The impact of regulatory requirements on team operations · And more! Listen in to hear from our accounting team on this week’s episode! Then, don’t miss next week’s episode as we continue our meet the team series! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Meet the Team: PMO

For every system upgrade, implementation or coordination of cross-departmental teams, the project management office (PMO) is there to ensure things run smoothly. On this episode of Financial Minds: Meet the Experts, we take a closer look at Vizo Financial’s PMO team and how their role in bringing big initiatives to life helps credit unions succeed. Joining Jaime are Chris Dowhower, VP, project management, and Judy Jackson, associate project manager, to talk about the behind-the-scenes responsibilities of the PMO team at Vizo Financial. Together, they discuss: · What the PMO team does · First priorities when taking on large projects · How to build and manage timelines across different departments · How to measure a project’s success · And more! Tune in to hear from our PMO team on this week’s episode! Then, be sure to watch next week’s episode as we continue our meet the team series! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Meet the Team: IT

Credit unions excel when they have information systems running smoothly, securely and reliably. That’s why, on this episode of Financial Minds: Meet the Experts, we take a closer look at Vizo Financial’s information technology (IT) team and how their behind-the-scenes work plays a critical role in keeping Vizo Financial and our credit unions operating efficiently. Joining Jaime are Mike Heider, VP, information technology; Zac Hoffman, IT operations manager; and Andrew Jarrell, systems administrator & help desk manager, to talk about maintaining infrastructure and patching systems, strengthening firewalls and protecting sensitive data. Tune in to hear how they keep both internal teams and credit unions operating with confidence. They share: An overview of the IT team’s responsibilities A typical day of an IT team member Proactive measures they take to prevent future issues A deeper dive into patching systems and firewalls And more! Join us to hear our IT team on this week’s episode! Be sure to listen in next week too as we continue our meet the team series! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Economic Update with Scott Wood and Tim Sustak

The April FOMC meeting takes place next week and you know what that means! 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. Tune in as they share their thoughts on how the meeting could impact credit unions. Together, they’ll explore: · What’s driving the current state of the economy · The job market and how employment is holding up · How inflation could keep the Fed cautious · The current rate environment and the possibility of cuts · And more! Make sure to catch Scott and Tim for this week’s economic update! Next week, we will get back into our Meet the Team series and continue looking at what goes on behind the scenes at the Corporate to support credit union success. Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Meet the Team: ALM

Being as informed as possible when making important financial decisions is crucial for credit union success. On this episode of Financial Minds: Meet the Experts, we take a closer look at Vizo Financial’s asset liability management (ALM) team and how they keep credit unions strong in the ever-changing financial environment. Joining Jaime are Melissa Scott, VP, balance sheet strategy; Michael Rice, senior ALM consultant; and James Thacker, senior ALM consultant, to discuss how their insight on interest rate risk, liquidity, and overall balance sheet strategy supports leadership decision making for credit union stability and growth. Together, they share: · What ALM is and why it’s important to credit union success · Collaborating with the investment team to support credit unions · How they assist with liquidity risk · Advice on the budgeting process · And more! Tune in to hear our ALM team on this week’s episode! As always, make sure to listen in next week as we continue our meet the team series! Connect with us: Vizo Financial: www.vfccu.orgLinkedIn: www.linkedin.com/company/vizo-financial

Meet the Team: Electronic Funds Transfer

Some of the most critical payment systems credit unions depend on run through digital channels. This is where our electronic funds transfer team comes in. With daily processing of wire transfers, ACH transactions, instant payments and more, this team plays an important role in supporting credit union success. On this episode of Financial Minds: Meet the Experts, Kristin Smith, senior EFT specialist; Emily Crihfield, EFT specialist II; Dominique Woodson, EFT specialist I; and Libby Strychasz, EFT specialist I, join Jaime to share the details of managing these systems, keeping up with constantly evolving payment technology and supporting credit union success. Together, they discuss: · What the EFT team is responsible for · Handling troubleshooting and urgent situations · The skills most important for working in EFT services · Behind the scenes work of moving money electronically · And more! Catch our EFT team on this week’s episode! Then, make sure to tune in next week as we continue our meet the team series! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Meet the Team: Implementation

Deciding to move forward with a new product or service can leave a credit union wondering how the transition will impact them. Having a strong team to ensure a smooth, organized and successful implementation process is important to credit union success. That’s why, on this week’s episode of Financial Minds: Meet the Experts, we continue our Meet the Team series by talking with the Vizo Financial implementation team. Joining Jaime are Jim Kauruder, implementation coordinator II; Tish Madden, implementation coordinator I; Aria Williams, implementation coordinator I; Lashawnda Corbett, implementation coordinator I; and Haleigh Zahniser, implementation coordinator I, to discuss how they help credit unions bring new services to life. They share: · What the implementation process looks like · Most common services or changes credit unions are implementing · Behind the scenes responsibilities of implementation · Best practices for training credit union staff for a new service launch · And more! Listen in to hear our implementation team get into all the details – because if anyone loves details, it’s them! Then, don’t forget to follow along next week as we continue our meet the team series! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Meet the Team: Member Support

When a member has a transaction, account questions or any other operational needs, the front lines are ready to assist. On this week’s episode of Financial Minds: Meet the Experts, we continue our Meet the Team series by taking a look behind the scenes at our member support team and the critical role they play in credit union success. This week, Jaime chats with Becky Weaber, member services manager; Peggy Davis, member support specialist II; and Nicole Calame, member support specialist I, to understand how these problem solvers and relationship builders play an important part in helping Vizo Financial serve our members. Together, they discuss: · What services and products the team supports · What a typical day in member support looks like · Skills that are important for member support team members to have · Handling transactions and operational support · And more! Tune in for the full conversation with our member support team, and don’t forget to follow along next week as we continue our meet the team series! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

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