Financial Minds: Meet the Experts

por Vizo Financial

Temporada 4

Credit Union Advocacy with the CrossState Credit Union Association

Credit unions are all about advocacy – for our members, for our institutions and for financial wellbeing that is accessible to everyone. As such a critical component of the work we do each and every day, Jaime is bringing several voices of advocacy to the Financial Minds: Meet the Experts podcast. The credit union advocacy series continues this week with Christina Mihalik, senior vice president; Nicola Foggie, chief regulatory officer; and Kevin Oswald, government relations associate, with the CrossState Credit Union Association, who will share how the association and its credit unions play a role in fighting for financial wellness in their communities. Listen in as they discuss: · How the association makes advocacy a continuous priority · Ways regulatory and legislative changes are affecting credit unions · The biggest issues facing credit unions in New Jersey and Pennsylvania · How credit unions can be part of the advocacy movement Credit union advocacy is holding strong, and organizations are doing big things to strengthen our impact…maybe you could even be a part of the change! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ CrossState’s Credit Union Advocacy Network: https://www.crossstate.org/cu-advocacy-network/CrossState Credit Union Association: www.crossstate.orgCrossState Credit Union Advocacy: https://www.crossstate.org/advocacy/CrossState Compliance Hotline: https://www.crossstate.org/compliance-hotline/CrossState Advocacy Anthem:https://vimeo.com/1121310049?fl=pl&fe=sh

T4 · E145

10 dic 2025

54:03

Economic Update with Scott Wood and Tim Sustak, Vizo Financial

It’s almost time for the final FOMC meeting of the year! With the December FOMC meeting set to take place next week on December 9-10, we’re bringing back our economic experts, Scott Wood, SVP/chief investment officer, and Tim Sustak, SVP/chief treasury officer, to the Financial Minds: Meet the Experts podcast. What do they think will happen during the meeting? Join Scott, Tim and Jaime as they discuss: Potential avenues for interest rates The implications of limited data from the government shutdown Inflation and job market trends What credit unions should be paying attention to And more! Get ready for another riveting economic update episode now! Then, don’t forget to mark your calendars for our FOMC Update video on December 11 to hear the results of the meeting! Connect with us: Vizo Financial: www.vfccu.orgLinkedIn: www.linkedin.com/company/vizo-financial

T4 · E144

3 dic 2025

40:37

Credit Union Advocacy with Billy Boylston and Nathan Lane, Carolinas Credit Union League

Credit unions are all about advocacy – for our members, for our institutions and for financial wellbeing that is accessible to everyone. As such a critical component of the work we do each and every day, Jaime is bringing several voices of advocacy to the Financial Minds: Meet the Experts podcast. The credit union advocacy series continues this week with Billy Boylston, SVP of governmental affairs, and Nathan Lane, director of federal affairs, both with the Carolinas Credit Union League, who will share how the league and its credit unions play a role in fighting for financial wellness in their communities. Tune in to hear them talk about: · How the league builds advocacy into the root of their mission · Top advocacy priorities in the coming years · The biggest issues facing credit unions in North and South Carolina · How credit unions can be part of the advocacy movement Put this episode at the top of your playlist to see what credit unions and leagues are doing to strengthen our impact…and maybe even be a part of the change! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/Carolinas Credit Union Association: https://carolinasleague.org/advocacy/

T4 · E143

26 nov 2025

20:36

Credit Union Advocacy with John Bratsakis, MD|DC Credit Union Association

Credit unions are all about advocacy – for our members, for our institutions and for financial wellbeing that is accessible to everyone. As such a critical component of the work we do each and every day, Jaime is bringing several voices of advocacy to the Financial Minds: Meet the Experts podcast. The credit union advocacy series kicks off this week with John Bratsakis, president/CEO of the MD|DC Credit Union Association, who will share how the association and its credit unions play a role in fighting for financial wellness in their communities. Listen in as they discuss: · How the association engages with lawmakers and regulators to promote the credit union mission · The biggest issues facing credit unions in Maryland and DC · Current and upcoming regulatory and legislative changes that are shaping advocacy priorities · How credit unions can be part of the advocacy movement This is just one of many advocacy episodes coming up. Tune in to see what credit unions and associations are doing to strengthen our impact…and maybe even be a part of the change! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ MD|DC Credit Union Association: https://www.mddccua.org/advocacy/

T4 · E142

19 nov 2025

33:41

Serving Latino Communities with Barbara Mojica, NLCUP

With a growing Latino population in the U.S., there’s an increased need for inclusive financial services and leadership that reflects these communities. Joining Jaime on the Financial Minds: Meet the Experts podcast this week is Barbara Mojica, executive director of The National Association of Latino Credit Unions and Professionals (NLCUP), to talk about the organization’s origin story and impact, and how credit unions of all sizes can better serve and uplift Latino communities. Hear from them as they discuss: · What challenges Latino communities are facing in terms of financial access and inclusion · How the NLCUP works to address those challenges through credit unions · Opportunities for credit unions to partner with or support NLCUP’s mission · Upcoming events or initiatives your organization should know about Ready to learn more about how your credit union can strengthen Latino communities and get involved with NLCUP? Grab your headphones and press the play button! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ NLCUP: https://www.nlcup.org

T4 · E141

12 nov 2025

23:26

Empowerment Grants with Lauren Whaley, Carolinas Credit Union Foundation, and Grant Recipients

This week on the Financial Minds: Meet the Experts podcast, we’re continuing our discussion on Vizo Financial’s Empowerment Grants Program! Two years ago, Vizo Financial launched the Empowerment Grants Program to provide financial support for credit union foundations that help institutions develop financial wellness programs. In this week’s episode, Jaime talks with Lauren Whaley, president of the Carolinas Credit Union Foundation, and two credit union grant recipients to see how they’ve utilized the funds to better their communities. During this episode, you’ll hear more about how these grants work, the programs they support and the ways that credit unions are transforming lives. Listen in as they discuss: · How the application and implementation process connected organizations with other credit unions and community partners · Ways that programs like this strengthen the bond between credit unions and their local communities · Tips for institutions interested in applying for a Vizo Financial Empowerment Grant through their foundation Learn more about the Empowerment Grant funds that are available and get ready to be empowered! Press play now! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Learn more: https://carolinasfoundation.org/vizo-financial-empowerment-grant/

T4 · E140

5 nov 2025

32:27

Empowerment Grants with Sue Ward-Diorio, CrossState Credit Union Foundation and Grant Recipients

In the fall of 2023, Vizo Financial launched the Empowerment Grants Program, pledging $1 million in funding for the span of five years to provide financial support for credit union foundations in developing financial wellness programs. In this week’s episode of the Financial Minds: Meet the Experts podcast, our host Jaime sits down with Sue Ward-Diorio, executive director, CrossState Credit Union Foundation and two credit union grant recipients to chat about a topic at the heart of the credit union movement…empowerment! In this episode, you’ll learn how these grants work, what kind of projects they support and how they’re changing lives. Listen as they talk on these topics: · Projects and initiatives that credit union recipients funded with these grants · How these grants fit into the broader mission of empowering credit unions and their communities · The community impact that organizations have seen so far in the process of implementing these programs · Advice for other credit unions considering applying for a Vizo Financial Empowerment Grant Ready to get inspired and find out more about the Empowerment Grant funds that are available? Gather your headphones and note-taking devices and check out this episode! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/

T4 · E139

29 oct 2025

27:17

4 de 8

Financial Minds: Meet the Experts

Credit Union Advocacy with the CrossState Credit Union Association

Economic Update with Scott Wood and Tim Sustak, Vizo Financial

Credit Union Advocacy with Billy Boylston and Nathan Lane, Carolinas Credit Union League

Credit Union Advocacy with John Bratsakis, MD|DC Credit Union Association

Serving Latino Communities with Barbara Mojica, NLCUP

Empowerment Grants with Lauren Whaley, Carolinas Credit Union Foundation, and Grant Recipients

Empowerment Grants with Sue Ward-Diorio, CrossState Credit Union Foundation and Grant Recipients

Economic Update with Scott Wood and Tim Sustak, Vizo Financial

Balancing Mission & Risk Management with Erin Doan, Vizo Financial

Economic Update with Scott Wood and Tim Sustak, Vizo Financial