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, senior ALM consultant; and James Thacker, senior ALM consultant, to discuss how their insight on interest rate risk, liquidity, and overall balance sheet strategy supports leadership decision making for credit union stability and growth.

Together, they share:

· What ALM is and why it’s important to credit union success

· Collaborating with the investment team to support credit unions

· How they assist with liquidity risk

· Advice on the budgeting process

· And more!

Tune in to hear our ALM team on this week’s episode! As always, make sure to listen in next week as we continue our meet the team series!

Connect with us:

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

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 specialist; Emily Crihfield, EFT specialist II; Dominique Woodson, EFT specialist I; and Libby Strychasz, EFT specialist I, join Jaime to share the details of managing these systems, keeping up with constantly evolving payment technology and supporting credit union success.

Together, they discuss:

· What the EFT team is responsible for

· Handling troubleshooting and urgent situations

· The skills most important for working in EFT services

· Behind the scenes work of moving money electronically

· And more!

Catch our EFT team on this week’s episode! Then, make sure to tune in next week as we continue our meet the team series!

Connect with us:

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

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 implementation team.

Joining Jaime are Jim Kauruder, implementation coordinator II; Tish Madden, implementation coordinator I; Aria Williams, implementation coordinator I; Lashawnda Corbett, implementation coordinator I; and Haleigh Zahniser, implementation coordinator I, to discuss how they help credit unions bring new services to life.

They share:

· What the implementation process looks like

· Most common services or changes credit unions are implementing

· Behind the scenes responsibilities of implementation

· Best practices for training credit union staff for a new service launch

· And more!

Listen in to hear our implementation team get into all the details – because if anyone loves details, it’s them! Then, don’t forget to follow along next week as we continue our meet the team series!

Connect with us:

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

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 manager; Peggy Davis, member support specialist II; and Nicole Calame, member support specialist I, to understand how these problem solvers and relationship builders play an important part in helping Vizo Financial serve our members.

Together, they discuss:

· What services and products the team supports

· What a typical day in member support looks like

· Skills that are important for member support team members to have

· Handling transactions and operational support

· And more!

Tune in for the full conversation with our member support team, and don’t forget to follow along next week as we continue our meet the team series!

Connect with us:

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

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

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

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

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

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

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