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

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

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

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/

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.

The credit union advocacy series continues this week with Christina Mihalik, senior vice president; Nicola Foggie, chief regulatory officer; and Kevin Oswald, government relations associate, with the CrossState Credit Union Association, who will share how the association and its credit unions play a role in fighting for financial wellness in their communities.

Listen in as they discuss:

· How the association makes advocacy a continuous priority

· Ways regulatory and legislative changes are affecting credit unions

· The biggest issues facing credit unions in New Jersey and Pennsylvania

· How credit unions can be part of the advocacy movement

Credit union advocacy is holding strong, and organizations are doing big things to strengthen our impact…maybe you could even be a part of the change!

Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/

CrossState’s Credit Union Advocacy Network: https://www.crossstate.org/cu-advocacy-network/CrossState Credit Union Association: www.crossstate.orgCrossState Credit Union Advocacy: https://www.crossstate.org/advocacy/CrossState Compliance Hotline: https://www.crossstate.org/compliance-hotline/CrossState Advocacy Anthem:https://vimeo.com/1121310049?fl=pl&fe=sh

It’s almost time for the final FOMC meeting of the year! With the December FOMC meeting set to take place next week on December 9-10, we’re bringing back our economic experts, Scott Wood, SVP/chief investment officer, and Tim Sustak, SVP/chief treasury officer, to the Financial Minds: Meet the Experts podcast.

What do they think will happen during the meeting? Join Scott, Tim and Jaime as they discuss:

• Potential avenues for interest rates
• The implications of limited data from the government shutdown
• Inflation and job market trends
• What credit unions should be paying attention to
• And more!

Get ready for another riveting economic update episode now! Then, don’t forget to mark your calendars for our FOMC Update video on December 11 to hear the results of the meeting!

Connect with us:

Vizo Financial: www.vfccu.orgLinkedIn: www.linkedin.com/company/vizo-financial

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.

The credit union advocacy series continues this week with Billy Boylston, SVP of governmental affairs, and Nathan Lane, director of federal affairs, both with the Carolinas Credit Union League, who will share how the league and its credit unions play a role in fighting for financial wellness in their communities.

Tune in to hear them talk about:

· How the league builds advocacy into the root of their mission

· Top advocacy priorities in the coming years

· The biggest issues facing credit unions in North and South Carolina

· How credit unions can be part of the advocacy movement

Put this episode at the top of your playlist to see what credit unions and leagues are doing to strengthen our impact…and maybe even be a part of the change!

Connect with us:

Vizo Financial: www.vfccu.org

LinkedIn: https://www.linkedin.com/company/vizo-financial/Carolinas

Credit Union Association: https://carolinasleague.org/advocacy/

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.

The credit union advocacy series kicks off this week with John Bratsakis, president/CEO of the MD|DC Credit Union Association, who will share how the association and its credit unions play a role in fighting for financial wellness in their communities.

Listen in as they discuss:

· How the association engages with lawmakers and regulators to promote the credit union mission

· The biggest issues facing credit unions in Maryland and DC

· Current and upcoming regulatory and legislative changes that are shaping advocacy priorities

· How credit unions can be part of the advocacy movement

This is just one of many advocacy episodes coming up. Tune in to see what credit unions and associations are doing to strengthen our impact…and maybe even be a part of the change!

Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ MD|DC Credit Union Association: https://www.mddccua.org/advocacy/

With a growing Latino population in the U.S., there’s an increased need for inclusive financial services and leadership that reflects these communities. Joining Jaime on the Financial Minds: Meet the Experts podcast this week is Barbara Mojica, executive director of The National Association of Latino Credit Unions and Professionals (NLCUP), to talk about the organization’s origin story and impact, and how credit unions of all sizes can better serve and uplift Latino communities.

Hear from them as they discuss:

· What challenges Latino communities are facing in terms of financial access and inclusion

· How the NLCUP works to address those challenges through credit unions

· Opportunities for credit unions to partner with or support NLCUP’s mission

· Upcoming events or initiatives your organization should know about

Ready to learn more about how your credit union can strengthen Latino communities and get involved with NLCUP? Grab your headphones and press the play button!

Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/

NLCUP: https://www.nlcup.org

This week on the Financial Minds: Meet the Experts podcast, we’re continuing our discussion on Vizo Financial’s Empowerment Grants Program! Two years ago, Vizo Financial launched the Empowerment Grants Program to provide financial support for credit union foundations that help institutions develop financial wellness programs.

In this week’s episode, Jaime talks with Lauren Whaley, president of the Carolinas Credit Union Foundation, and two credit union grant recipients to see how they’ve utilized the funds to better their communities.

During this episode, you’ll hear more about how these grants work, the programs they support and the ways that credit unions are transforming lives. Listen in as they discuss:

· How the application and implementation process connected organizations with other credit unions and community partners

· Ways that programs like this strengthen the bond between credit unions and their local communities

· Tips for institutions interested in applying for a Vizo Financial Empowerment Grant through their foundation

Learn more about the Empowerment Grant funds that are available and get ready to be empowered! Press play now!

Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/

Learn more:

https://carolinasfoundation.org/vizo-financial-empowerment-grant/