Financial Minds: Meet the Experts

A brand goes beyond a name and a logo. It tells a story about who you are, what you stand for and where you’re going. With the recent rebrand of Vizo Financial, this episode of the Financial Minds: Meet the Experts podcast looks at the evolution of the Corporate and how this transformation represents the organization’s dedication to the future of the credit union movement.

Jaime is joined by Fred Eisel, president/CEO, to take a deeper look into the meaning behind the rebrand and what this next chapter means for Vizo Financial.

Listen in as they discuss:

• Why it was the right time for a rebrand
• What it really means to be a strategic operating partner to credit unions
• How Vizo Financial is thinking about the challenges credit unions will face in the coming years
• How Vizo Financial is bringing together innovation, strategic solutions, thought leadership and purposeful partnerships
• What current members can expect moving into this next chapter and the new opportunities they can explore with Vizo Financial

Explore the insights and vision behind Vizo Financial’s next chapter—and what it means for credit unions.

With the next FOMC meeting quickly approaching, this episode of the Financial Minds: Meet the Experts podcast offers a timely look at the economic landscape—and what it could mean for credit unions.

Jaime is joined by Scott Wood, SVP/chief investment officer, to break down the signals shaping today’s economy and share perspective on the outcomes ahead.

Listen in as they explore:

• The economic indicators worth watching now
• Emerging trends in credit quality and household financial stress
• Probable direction for Federal Reserve rate decisions
• How potential rate changes could influence credit union margins, deposits and lending
• Practical perspective to help credit unions navigate what comes next

Tune in for a conversation on the forces moving the economy. Then, watch Tim’s analysis of the meeting in our FOMC Update next week.

Connect with us:

Vizo Financial: www.vfccu.org

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

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 continuity and being truly resilient.

Together, they’ll go over:

• The expectations for organizational resilience vs. traditional business continuity
• Common gaps between having a plan and being resilient
• Encouraging collaboration to build resilience
• Which threats organizations should be prioritizing
• And more!

Don’t miss this in-depth discussion on building operational resilience within your financial organization!

Connect with us:

Vizo Financial: www.vfccu.org

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

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 mistreatment is affecting millions of older adults – and costing billions of dollars –each year.

Together, they’ll discuss:

• Why financial elder abuse goes unreported
• The differences between standard fraud and financial elder abuse
• Red flags staff should watch for
• How mandatory reporting obligations have changed
• And more!

Listen in to this week’s episode to hear this in-depth conversation on financial elder abuse. Next week on the podcast, watch for our episode on business continuity and operational resilience.

Connect with us:

Vizo Financial: www.vfccu.org

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

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 Lambie, senior human resources generalist, to discuss organizational leadership, psychological safety and the role they play in creating a supportive environment.

During this episode, they’ll explore:

• Ways to prioritize psychological safety and mental health
• Signals leaders can look out for from their employees
• How leadership behaviors can influence mental health
• Tools and practices to reinforce psychological safety
• And more!

Catch this week’s episode, then don’t forget to tune in next week as we take a closer look at financial elder abuse.

Connect with us:

Vizo Financial: www.vfccu.org

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

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 discuss why people remain the first line of defense and share practical insights to help credit unions better protect their employees, members and sensitive information.

During this episode, they’ll explore:

• How to balancing a culture of trust with vigilance
• Phishing attempts and how they’ve evolved
• The biggest security gaps in managing remote or hybrid employees
• Behaviors employees can adopt to reduce risk
• And more!

Join us to hear this intriguing discussion on security awareness in the modern world. Then, be sure to listen in next week to hear about psychological safety in the workplace.

Connect with us:

Vizo Financial: www.vfccu.org

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

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, they’ll explore:

• New leadership expectations and key economic indicators to watch
• What the Fed’s biggest challenges are right now
• The potential impact a new FOMC chair could have on monetary policy
• Economic trends that credit unions leaders should have on their radar
• And more!

Listen in to hear Scott and Tim on this week’s economic update. Then, don’t forget to watch our FOMC Update with Tim following next week’s meeting!

Connect with us:

Vizo Financial: www.vfccu.org

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

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 treasury director, to discuss the power behind our partnership and how you can improve your credit union’s financial position while minimizing risk.

Join the conversation as they discuss:

• The origins and goals of the partnership
• An overview of the TCT suite of solutions
• The biggest operational challenges credit unions face and how TCT Risk Solutions combats them
• And more!

Listen now to learn more about the TCT suite of services and how it can move your institution from reactive risk mitigation to proactive, data-driven results!

Connect with us:

Vizo Financial: www.vfccu.org

Linkedin: https://www.linkedin.com/company/vizo-financial/

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 using Vertice AI to improve member relationships, as well as operations, and what credit unions should know as they begin exploring the use of AI solutions for their own organizations.

Join the conversation as they discuss:

• An overview of Vertice AI and it’s capabilities
• What led MTC FCU to choose the Vertice AI solution
• The concerns of implementing AI and how Vertice AI addresses them
• And more!

Tune in to learn about the Vertice AI solution and hear one credit union’s first-hand experience with this innovative member growth technology!

Connect with Us:

Website: www.vfccu.org

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

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 face and help organizations improve efficiency, enhance member service and support smarter decision-making.

Join the conversation as they discuss:

• The mission of CUltivate AI
• What challenges or opportunities inspired CUltivate AI
• Examples of how CUltivate AI can improve operational efficiency
• And more!

Whether you’re exploring AI for the first time or looking for ways to leverage innovative technology, listen in to gain valuable insight into how credit unions can prepare for the future.

Connect with Us:

Website: www.vfccu.org

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