Welcome to Vizo Finanical Corporate CU's podcast, Financial Minds: Meet the Experts. Our goal with this podcast is to gather experts inside the corporate along with out partners to ask them credit union related questions about what's going on in the financial industry, as well as relevant questions about the products and services we have to offer. We see this as another way to provide education to our member credit unions th ...
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With uncertainty surrounding the economy, how can credit unions navigate potential changes and ease member concerns? On the Financial Minds: Meet the Experts podcast this week, Jaime interviews Scott Wood, SVP/chief investment officer, and Tim Sustak, SVP/chief treasury officer, at Vizo Financial. Scott and Tim share their thoughts on upcoming economic considerations you need to know. They’ll explore topics that include: How potential tax cuts under the new administration could impact national debt Ways the proposed tariffs could impact the economy Impacts on the future job market and unemployment system following federal and private sector job cuts Factors the FOMC is evaluating leading up to next week’s meeting The likelihood of a government recession in the coming months Key takeaways from the 2025 GAC To hear this economic update episode, grab your notepad and press play! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial
Does your credit union offer ACH services to members? If so, then you know how important the ACH Rules laid out by Nacha are to ensuring efficient processing and compliance with industry regulations. Each year, there are changes and updates to those ever-important ACH Rules…but do you know all of them and why they’re being made? If you’re looking for more insights into the ACH Rules, you’re in luck, because Jaime’s guest on the Financial Minds: Meet the Experts podcast this week is Vizo Financial and MY CU Services’ EFT product manager, Andi Crockett. Not only is Andi sharing her knowledge of the ACH Rules, but she’s providing a breakdown of how they will impact your credit union’s processing. Tune in as they examine: A review of the 2024 ACH Rules changes and why it was such a big year for updates Upcoming changes for 2025 and what lies ahead for 2026 How your credit union can prepare for ACH Rules changes Ways you can get involved in providing Rules feedback to Nacha Take the time to view this episode and brush up on those ACH Rules! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial MY CU Services: www.mycuservices.com LinkedIn: https://www.linkedin.com/company/my-cu-services/
What makes a credit union successful? While things like a stable balance sheet and member satisfaction might initially come to mind, three things that can make or break any business are effective leadership, culture and strengths. That’s precisely why Jaime has invited Gallup Certified Strengths Coach, published author and Vizo Financial’s SVP/chief culture officer, Joe Bertotto, to the Financial Minds: Meet the Experts podcast to share his expertise on these critical components of workplace culture. Listen in as they discuss: “Healthy” culture and what that means for employee engagement and retention The use of strengths-based leadership to create high-performing teams What well-being in the workplace looks like How leaders can create and sustain a sense of purpose within their teams How to maintain good culture in remote and hybrid work environments Whether you’re a long-time or emerging leader in your credit union, this episode is full of incredible insights that can help you build a culture of positivity and productivity. Don’t miss it! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial
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
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/