Financial Minds: Meet the Experts

Financial Minds: Meet the Experts

by Vizo Financial

Business Education

Season 5

Meet the Team: HR and Culture

We’ve all heard about the products, services and strategy when it comes to credit union success, but there’s another powerful piece of that mission. On this week’s episode of Financial Minds: Meet the Experts, we continue our Meet the Team series with Vizo Financial’s HR and culture team, and the vital role they play in the employee experience. Joining Jaime are Janice Appleby, SVP/chief human resources officer; Lisa Cieri, senior human resources manager; Melanie Lambie, senior human resources generalist; Jeanne Heath, director of cultural engagement & learning; and Deb Gill, learning and engagement ambassador. Behind the partnerships and strategic solutions Vizo Financial has to offer is a team of engaged and motivated employees working to achieve our mission, all thanks to the HR & culture team. Together, they share: · The focus for the HR & culture team · What receiving the Gallup Exceptional Workplace Award really means · Employee engagement and how it impacts credit unions · Designing a benefits package to support employees · And more! Listen to the full conversation to learn from the HR & culture team about employee engagement and culture, and what that means for credit union success. Be sure to stay tuned for next week as we continue highlighting the teams that make it possible. Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Economic Update with Scott Wood & Tim Sustak

It’s that time again! With the March 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 discuss how the meeting could impact credit unions. Together, they’ll explore: · How the employment landscape is affecting the Fed’s decision-making · What the current yield curve tells us · Economic indicators to watch · News on the next Fed chair · And more! Be sure to catch Scott and Tim for this week’s economic update! Then, next week, we will jump back into our Meet the Team series and continue looking at what goes on behind the scenes at the Corporate to help accelerate credit union success. Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Meet the Team: Product Managers

Behind every strong solution is a team focused on strategy, connection, and credit union success. On this week’s episode of Financial Minds: Meet the Experts, we continue our Meet the Team series by highlighting Vizo Financial’s product management team and the role they play in helping credit unions make product decisions. Joining Jaime are Andi Crockett, director of payments products manager; Anthony Greco, product manager, payment and consumer technology; and Bryan Hoover, product manager, compliance and risk. From leading the discovery process to collaborating with core providers and internal teams, they share how their work connects strategy to functionality in meaningful ways. Together, they discuss: · What a product manager does and the importance of the role · How they support long-term planning and decision-making · The importance of integration and provider alignment · How cross-team collaboration strengthens outcomes for credit unions · And more! Catch the full conversation to learn from the product management team about the strategy and collaboration behind every solution Vizo Financial offers! Connect with us: Vizo Financial: www.vfccu.orgLinkedIn: www.linkedin.com/company/vizo-financial

Meet the Team: Security

A key part of credit union success is protection and building trust. On this week’s episode of Financial Minds: Meet the Experts, we continue our Meet the Team series with Vizo Financial’s security team. Joining Jaime are Mike Bechtel, information security director, Keeley Hartman, information security analyst, Mark Clarke, business continuity administrator and Chris Higgins, information security engineer, to discuss how their work behind-the-scenes protects what matters most. From navigating cyber threats to supporting secure operations, the team explains how a proactive approach to security supports confidence and trust. Together, they share: · Corporate credit union security compared to natural person credit unions · Protecting member data and maintaining trust · Managing risks facing credit unions · Credit union security services offered through Vizo Financial · And more! Tune in to learn more about how the security team ensures protection and builds trust when you listen to this week’s episode. Then, be sure to join us next week as we take a closer look at another team that plays a vital role in credit union growth and success! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Meet the Team: Investment

Have you ever wanted to take a closer look at how a strong balance sheet supports long-term credit union success? We talk about just that and more on this week’s episode of Financial Minds: Meet the Experts, where we continue our Meet the Team series with Vizo Financial’s investment team. On this week’s episode, Scott Wood, SVP/chief investments officer; Roger Heidlebaugh, portfolio strategists; and John Katon, investments analyst, join Jaime to discuss how they support financial stability and investment strategies for credit union growth. By aligning investment strategies with specific credit union goals, they help institutions balance returns with risk to create opportunities for financial advancement. Together, they share: A peek into the daily work of Vizo Financial’s investment team How credit unions can strengthen their investment portfolio What resources and services the team provides The benefits of using Vizo Financial for investments And more! Discover more on how the investment team helps credit unions navigate market shifts with confidence when you listen to this week’s episode. And, of course, be sure to join us next week as we take a closer look at other teams that play a vital role in credit union growth and success! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Meet the Team: Corporate Account Managers

A key role in accelerating credit union success is having those strong relationship builders and problem solvers on the front lines. This week on Financial Minds: Meet the Experts, we continue our Meet the Team series by spotlighting Vizo Financial’s team of corporate account managers and the vital role they play in credit union growth. Joining Jaime on this week’s episode are Robyn Cooper, Nic Gates, Steve Houser, Fran Molano and Ty Snavely to share how they serve as trusted partners to credit unions by navigating challenges, identifying opportunities and connecting them with solutions that support their goals. Together, they discuss: · A day in the role of a Vizo Financial corporate account manager · How to build trust and become a strategic partner for credit unions · Why listening critically is essential for credit union success · Ways they help credit unions navigate new and complex serviceselping credit unions navigate new and complex services · And more! Get an inside look at how our corporate account managers forge meaningful relationships and gain a true understanding of credit union needs to turn opportunity into growth. Then, don’t miss next week’s episode as we continue highlighting the teams that help credit unions succeed! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Meet the Team: Marketing

Clear messaging and consistent strategy matter more than ever in today’s credit union environment. This week on Financial Minds: Meet the Experts we continue our Meet the Team series by taking a closer look at Vizo Financial’s marketing department and the role they play in accelerating credit union growth. Joining Jaime on this week’s episode are Miranda Connelly, marketing manager, Brittany Hockenberry, senior communications specialist, and Stephanie Atkinson, education coordinator, to share how marketing works behind the scenes to support long-term credit union success! Together, they share insights on: · Daily tasks the marketing team handles · How they contribute to credit union growth · The difference between corporate vs. consumer credit union marketing · How data and insights guide strategies · And more! Tune in to hear Jaime and the marketing team dive into how their work helps credit unions connect, communicate and grow. Then, catch us next week as we continue highlighting more Vizo Financial teams that support credit union success! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Meet the Team: Enterprise Risk Management

Have you ever wondered about the people who work behind the scenes at Vizo Financial? We’re about to introduce you with our Meet the Team series! As we begin exploring how each team at Vizo Financial impacts credit union operations, we’re kicking off our first week with the Enterprise Risk Management (ERM) team. Joining Jaime on this week’s episode of Financial Minds: Meet the Experts are Erin Doan, Belinda Mumma, and Nikki Bordell to discuss the vital role they play in accelerating credit union success! Tune in as Jaime and the ERM team discuss: · What the ERM program is · How they protect credit unions · The type of risks they focus on · Tools and resources they provide · And more! Catch Jaime and the ERM team on this week’s episode for a look inside one of the many ways we provide credit union protection! Then, be sure to watch for next week’s episode to meet the Marketing team! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Economic Update with Scott Wood & Tim Sustak, Vizo Financial

With the first FOMC meeting of the year set to take place next week, we’re bringing you a brand new economic update episode of Financial Minds: Meet the Experts! Join Jaime and our economic experts, Scott Wood, SVP/chief investment officer, and Tim Sustak, SVP/chief treasury officer, as they discuss how the committee’s next moves will impact credit unions. They’ll cover: Key economic signals that matter to credit unions Predictions and outlook on interest rates Liquidity trends across credit unions Make sure you’re prepared for next week’s FOMC meeting by tuning in to this episode! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Season 4

Credit Union Advocacy with Sydney Seral, The League of Credit Unions & Affiliates

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. We’re down to our final episode of our credit union advocacy series this week as Jaime sits down with Sydney Seral, chief advocacy officer with The League of Credit Unions & Affiliates, who will share how the league and its credit unions play a role in fighting for financial wellness in their communities. Join the discussion as they talk about: · How The League puts a human face to credit union advocacy · Current and upcoming advocacy priorities · The biggest issues facing credit unions in Virginia, Alabama, Georgia and Florida · How credit unions can be part of the advocacy movement Credit union advocacy is about speaking up for our communities and strengthening our impact…listen to this episode to see how you can be a part of the change! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ The League of Credit Unions & Affiliates: https://the-league.coop/ The League of Credit Unions & Affiliates Advocacy Involvement: https://the-league.coop/get-involved/

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