Financial Minds: Meet the Experts

Financial Minds: Meet the Experts

di Vizo Financial
LavoroEducazione
Stagione 4

CUaxis Core & Community with Ashley Aubele, CUaxis

One thing all credit unions have in common, regardless of asset size or field of membership, is the need for a core processing solution. As an essential piece of our operations, the right core solution can be hard to find. But what CUaxis brings to the table is more than just a core solution – it’s a community of support and common core users. In this episode of Financial Minds: Meet the Experts, Jaime is joined by Ashley Aubele, core solutions account manager of CUaxis, to talk about all the ways this exclusive credit union community is bridging gaps and embracing collaboration through a core solution that goes beyond the norm. They’ll be discussing: The premise and the mission of CUaxis Highlights, features and benefits of the CUaxis community and its CU*BASE core system What makes CU*BASE a unique core solution for credit unions of all shapes and sizes Where credit unions can learn more about this one-of-a-kind core community If core options and collaboration with credit union peers are on your mind, this episode is for you! Learn More about CUaxis: www.cuaxis.org LinkedIn: https://www.linkedin.com/company/cuaxis/ Connect with Us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial
S4 · E5
19 feb 2025
12:05

Credit Union Engagement with Jordan Burroughs, MD|DC Credit Union Association, and Nick DeFrancesco, CrossState Credit Union Association

Education. Collaboration. People helping people. These are just a few of the many cooperative principles that have built the foundation of the credit union movement. And it’s easy to see why they are so important, as each one drives the idea of pooling our resources to keep learning and growing together. But how do we maintain that engagement among credit unions in a fast-paced and ever-evolving world? Jaime has invited Jordan Burroughs, VP of member engagement with the MD|DC Credit Union Association, and Nick DeFrancesco, member engagement consultant with the CrossState Credit Union Association, to discuss just that. In this episode, they’re diving deep into the many ways credit unions can keep engagement top of mind. They’ll be sharing: · How to keep credit union staff at all levels engaged · League education and event offerings · The renaissance in chapter meetings, and why this is a big deal · Where to find engagement opportunities based on different CU groups · The importance of coming together to further our mission of collaboration Want to discover more ways to engage in the credit union movement? Consider this can’t-miss episode step one! Learn More: Education & Events page League & Association Education page Connect with Us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial MD|DC Credit Union Association: www.mddccua.org LinkedIn: https://www.linkedin.com/company/maryland-&-dc-credit-union-association/ CrossState Credit Union Association: www.crossstate.org LinkedIn: https://www.linkedin.com/company/crossstatecua/
S4 · E4
12 feb 2025
25:25

Super Bowl Banter with Your Member Engagement Team, Vizo Financial

Sunday is almost here…are you ready for Super Bowl LIX? We know some people who certainly are, and they’re joining Jaime on this week’s episode of Financial Minds: Meet the Experts! SVP/chief engagement officer, Rodney May, and corporate account managers, Robyn Cooper, Steve Houser, Joe Reiner and Ty Snavely, are sharing their insights on the most anticipated football game of the season between the Philadelphia Eagles and the Kansas City Chiefs. They’re huddling up to discuss: · Which team they think will be victorious (answers may vary) · Game strategies (because they’re pros) · Player potential and who might grab the MVP title (answers may vary…again) · Individual ratings of which Super Bowl traditions are most important: the game, the food and the commercials (based on a totally scientific scale, of course) Listen or watch this fun-filled episode now to get in on all the Super Bowl banter! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial
S4 · E3
5 feb 2025
19:06

Member Growth Through Vertice AI with Daniel Berry, Duke University FCU

What are your credit union’s top goals for 2025? If one of them is member growth strategy, this episode of Financial Minds: Meet the Experts is a MUST! Jaime is sitting down with Daniel Berry, president/CEO of Duke University FCU, to talk about growing credit union membership in an increasingly competitive financial world and how one solution has helped Daniel’s institution not only expand, but create efficiencies in harnessing engagement. That solution is Vertice AI. Join Jaime and Daniel as they explore: · How Vertice AI plays a key role in helping the credit union better understand their members · Real examples of successful campaigns utilizing Vertice AI’s analytics and insights tools · What the relationship between the credit union and Vertice AI looks like · What the cooperative partnership between Vizo Financial and Vertice AI means for credit unions You don’t want to miss out on this discussion to learn how Vertice AI is transforming the member growth journey for credit unions, especially through their exclusive partnership with Vizo Financial. We hope you’ll tune in! Learn More: Visit our website: https://vfccu.org/solutions_mobile/vertice-ai.html Connect with Us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial
S4 · E2
29 gen 2025
13:15

Economic Update with Scott Wood and Tim Sustak, Vizo Financial

It’s almost here! The first Federal Open Market Committee (FOMC) meeting of 2025 is scheduled for next week. And you know what that means – Jaime is sitting down with our dynamic duo, Scott Wood, Vizo Financial’s SVP/chief investment officer, and Tim Sustak, Vizo Financial’s SVP/chief treasury officer, to kick off season four of the podcast with a look at the economy. They’re chatting about: · Whether the Fed will choose to hold rates or continue with their cuts · How the yield curve could impact credit union balance sheets · The impact of Bank Term Funding Program repayments on liquidity · What the lending landscape looks like for credit unions This episode is packed full of important economic information, so make sure to tune in! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial
S4 · E1
22 gen 2025
22:40

Economic Update with Scott Wood and Tim Sustak, Vizo Financial

Will they or won’t they? That’s the question on everyone’s minds ahead of next week’s FOMC meeting. With downtrodden data and pressure from all angles, the role of interest rates is more important than ever. Join Jaime and our pair of economic experts, Scott Wood, SVP/chief investment officer, and Tim Sustak, SVP/chief treasury officer, on the podcast to explore the economic environment and the implications it could have at the upcoming meeting. They’ll discuss: · Key economic data points the Fed will evaluate during next week’s meeting · The likelihood of a Fed rate cut · The amount of political pressure the Fed is currently facing · How economic uncertainty is impacting credit unions in lending, pricing and money management Get the latest economic forecast and predictions regarding rates in this week’s episode. Then, be sure to check out our FOMC Update video on September 18! Connect with Us: Website: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial YouTube: https://www.youtube.com/@VizoFinancial
S4
10 set 2025
29:02
Stagione 3

Economic Update with Scott Wood and Tim Sustak, Vizo Financial

As you’re probably aware, the Federal Open Market Committee (FOMC) has its last meeting of 2024 scheduled for next week. To get some expert insight into what could happen at this meeting, Jaime is inviting Scott Wood, Vizo Financial’s SVP/chief investment officer, and Tim Sustak, Vizo Financial’s SVP/chief treasury officer, to the podcast. They’re chatting about: · Whether the Fed will lower rates or keep them the same at next week’s meeting · Economic and market indicators that credit unions should be looking at for 2025 · What the incoming administration could mean for rates in the new year · The impact of Bank Term Funding Program repayments on liquidity · The potential for rate cuts throughout 2025 Our two favorite economic gurus provide a LOT of great information in this episode, so make sure to tune in! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial
S3 · E35
11 dic 2024
22:25

Leading Vizo Financial Throughout 2024 with Fred Eisel, Vizo Financial

As many of you know, Fred Eisel became Vizo Financial’s president/CEO at the beginning of 2024, following David Brehmer’s retirement. Before transitioning into this new role, Fred served as Vizo Financial’s chief investment officer. After almost a full year of leading Vizo Financial as president/CEO, Jaime and Fred are sitting down this week to take a look back on the successes and challenges of 2024. They’re discussing: Learning opportunities that arose from the transition to president/CEO Vizo Finanical’s greatest accomplishments in 2024 Fred’s leadership style and how that has evolved over his career Short-term and long-term goals for the Corporate As we prepare to close out the year, this episode is a great way to get to know Fred a little bit more and serves as a reminder of all that Vizo Financial has accomplished in 2024 under his leadership. Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial
S3 · E34
4 dic 2024
30:51

Diversity, Equity, Inclusion and Belonging During the Holidays with Melanie Lambie, Vizo Financial

While the holidays are a joyful occasion for many, it’s important to remember that all of your employees may not celebrate the same holidays. That’s why we should be mindful about diversity, equity, inclusion and belonging (DEIB) throughout the holiday season. To help shed some light on how your organization can be DEIB mindful during the holidays, Jaime is sitting down with Melanie Lambie, senior human resources generalist at Vizo Financial, for this week’s episode of Financial Minds: Meet the Experts. They’re discussing: The challenges companies face when creating a DEIB environment How Vizo Financial creates a sense of belonging during this time of year Appropriate ways to wish others well for holidays that you may not celebrate Advice for credit unions to consider when creating a DEIB culture during the holiday season The holidays that we celebrate are important to us for many different reasons, and it’s vital to your organization’s culture that your employees feel empowered and encouraged to celebrate the holidays that are important to them. This episode provides great insight into how to be DEIB mindful this holiday season, so make sure to check it out! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial
S3 · E33
27 nov 2024
12:25

Fraud Awareness with Cindy Hagan, Vizo Financial

This week, we’re raising awareness about fraud for International Fraud Awareness Week. For the past 24 years, International Fraud Awareness Week has encouraged organizations and individuals alike to be proactive in protecting themselves from bad actors. In honor of this week, Jaime invited Cindy Hagan, VP of compliance and fraud risk, to the Financial Minds: Meet the Experts podcast. They’re chatting about: - The different types of fraud that credit unions are encountering - Some fraud awareness prevention tips - Ways credit unions can investigate and report fraud - Policies and procedures that credit unions should have in place to protect their institution and members from fraud As credit unions, it’s our job to stay up-to-date on the different types of fraud and schemes that are circulating. We encourage you to listen to this episode and share it with your fellow colleagues as a way to stay informed on what’s going on in the world of fraud. Learn more: www.ic3.gov https://reportfraud.ftc.gov/ https://www.justice.gov/elderjustice/find-help-or-report-abuse https://www.uspis.gov/report Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial
S3 · E32
20 nov 2024
29:17
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