Financial Minds: Meet the Experts

With continued uncertainty in the markets and economy, how are credit unions adapting to these changes? On this week’s episode of the Financial Minds: Meet the Experts podcast, Jaime speaks with our in-house experts, Scott Wood, SVP/chief investment officer, and Tim Sustak, SVP/chief treasury officer. Listen-in as Scott and Tim discuss economic trends and market changes impacting financial institu...

In September 2023, Vizo Financial launched the Empowerment Grants Program, pledging $1 million in funding to support credit union foundations in building financial wellness programs over the span of five years. April is Financial Literacy Month, and in the latest episode of our Financial Minds: Meet the Experts podcast, Jaime talks with Leigh Philibosian of the MD|DC Foundation and Vizo Financial...

As our president/CEO, Fred Eisel, said, “we achieved a three-peat!” This is in reference to Vizo Financial’s third consecutive year winning the Gallup Exceptional Workplace Award, an honor bestowed to only a handful of organizations worldwide. With employee engagement and strengths-based strategies backing this incredible accomplishment, Jaime wanted to invite Joe Bertotto, the Corporate’s SVP/chi...

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 expl...

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 luc...

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...

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,...

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 w...

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 th...

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 cr...

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: · Whe...

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...

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 2...

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...

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 chatt...

Last week, Jaime sat down with Mitch Rutledge, co-founder and CEO of Vertice AI, to chat about the new Vertice AI and Vizo Financial partnership and the solution available to credit unions through this partnership. This week, Jaime and Mitch are joined by Rodney May, Vizo Financial’s SVP/chief engagement officer, to dive deeper into the partnership between our two organizations. They’re discussing...

Have you heard the news? Vizo Financial has a new partnership with Vertice AI, the leading provider of member growth and marketing effectiveness solutions for credit unions! Through this partnership, your credit union has access to a growth engine that provides AI-based personalization recommendations to grow economic participation and reduce churn. To chat more about this new partnership and solu...