Financial Minds: Meet the Experts

We’ve all had the unfortune experience of facing disruptions, whether that be third-party risk, cyber incidents or other unexpected events. On this episode of Financial Minds: Meet the Experts, we dive into business continuity and operational resilience to help credit unions deal with these disruptions. Joining Jaime is Dan Poucher from Wolfe and Company to discuss the difference between business...

Fraud is everywhere. Protecting our institutions, as well as our members, from as much fraud as possible is a top priority for all credit unions. On this episode of Financial Minds: Meet the Experts, we wanted to shine a spotlight on financial elder abuse and what we can do to prevent it. Joining Jaime is Cindy Hagan, VP, compliance and fraud risk, to explain how this fast-growing form of elder mi...

Fostering a safe and respectful environment that builds trust is not only how we maintain relationships with members, but also how we support those doing the work behind the scenes. On this episode of Financial Minds: Meet the Experts, we talk about psychological safety and its importance in the workplace. Joining Jaime are Jeanne Heath, director of cultural engagement and learning, and Melanie La...

Credit unions are built on trust, but in today’s cybersecurity landscape, trust alone isn’t enough to keep you safe. On this episode of Financial Minds: Meet the Experts, we dive into the importance of security awareness and how fostering a culture of vigilance can help protect your credit union from cyber threats. Joining Jaime is Mike Bechtel, Vizo Financial’s information security director, to d...

It’s that time again! The July FOMC meeting will take place next week, and we’re bringing you a new economic update on this episode of Financial Minds: Meet the Experts. Joining Jaime are our economic experts, Scott Wood, SVP/chief investment officer, and Tim Sustak, SVP/chief treasury officer. Listen in as they share their thoughts on how the upcoming meeting could impact credit unions. Together,...

Staying competitive while managing risk is a balancing act, but with our newest partnership and suite of solutions, we can bring stability to the uncertainty. In this episode of Financial Minds: Meet the Experts, Jaime meets with Randy Thompson, president/CEO of TCT Risk Solutions; Tim Sustak, SVP/chief treasury officer for Vizo Financial; and Josh Faith, the Corporate’s lending services and treas...

The way credit unions can leverage data is constantly evolving, and Vertice AI is a prime example. In this episode of Financial Minds: Meet the Experts, Jaime meets with Mitch Rutledge of Vertice AI and Michal Parker of MTC FCU to discuss this powerful AI-driven solution and how it can uncover opportunities to better engage new and existing members. Listen in to hear about how MTC FCU is currently...

Artificial intelligence is a rapidly transforming industries across the globe, and credit unions are no exception. In this episode of Financial Minds: Meet the Experts, Jaime sits down with Phillip Autrey from CUltivate AI to discuss their AI platform specifically designed for the credit union industry. Tune in to learn how CUltivate AI was developed to address the unique challenges credit unions...

With the June 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 share their thoughts on how the upcoming meeting could affect credit unions. Together, they’ll explore...

We’ve officially reached the final episode of our Meet the Team series here on Financial Minds: Meet the Experts! To close out the series, we sat down with the team that helps guide the overall vision and strategy for the corporate, Vizo Financial’s executive leadership team. Listen in as Jaime talks with Fred Eisel, president/CEO; Lori Gall, EVP/chief operating officer; and Jeff Stoner, EVP/chief...

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...

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 offic...

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, acco...

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 man...

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...

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, th...

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,...

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 specialis...

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 i...

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 manag...

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 res...

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:...

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; Ant...

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...

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; a...