Financial Minds: Meet the Experts

Vizo Financial
Financial Minds: Meet the Experts

Welcome to Vizo Finanical Corporate CU's podcast, Financial Minds: Meet the Experts. Our goal with this podcast is to gather experts inside the corporate along with out partners to ask them credit union related questions about what's going on in the financial industry, as well as relevant questions about the products and services we have to offer. We see this as another way to provide education to our member credit unions through a different platform; one they can access on their drive to work or on their lunch break or whenever they can. Connect with us on LinkedIn (Vizo Financial Corporate CU), Instagram (@vizofinancial) or on our website (www.vfccu.org)!

  1. Risk and Security with John Cuneo, Vizo Financial

    6 NGÀY TRƯỚC

    Risk and Security with John Cuneo, Vizo Financial

    As we look ahead to the future of the financial sector, it’s clear that risk management and security best practices aren’t going anywhere. In fact, they are more imperative to the success of credit unions than ever before. This week on the Financial Minds: Meet the Experts podcast, Jaime speaks with John Cuneo, SVP/chief risk officer at Vizo Financial, about the ways that your financial institution can be better prepared for emerging threats and how to stay informed of the current risk landscape. They’ll explore these topics: Most pressing risks that credit unions are currently facingHow credit unions should approach cybersecurity risksThe impact of recent regulatory changes on credit union risk management practicesKey risk management strategies that credit unions can implementHow credit unions can manage risk when adopting digital banking servicesWays that credit unions can better educate their members about riskPrepare to learn a LOT about risk and security, then click play to hear this week’s episode! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial

    30 phút
  2. Economic Update with Scott Wood and Tim Sustak, Vizo Financial

    30 THG 4

    Economic Update with Scott Wood and Tim Sustak, Vizo Financial

    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 institutions. Tune in as they dive into: The status of the job marketVolatility in the housing market and how this is impacting credit unionsSales changes in the auto marketPredictions and expectations for next week’s FOMC meetingDon’t miss this economic update episode, hit play on your device now! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial

    25 phút
  3. Empowerment Grants with Leigh Philibosian, MD|DC Foundation, Sandra Park and Andrey Gidaspov, FedChoice Charitable Foundation

    23 THG 4

    Empowerment Grants with Leigh Philibosian, MD|DC Foundation, Sandra Park and Andrey Gidaspov, FedChoice Charitable Foundation

    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 Empowerment Grant recipients, Sandra Park and Andrey Gidaspov from the FedChoice Charitable Foundation of FedChoice FCU about the positive impact credit unions and communities are seeing with the support of these grants. Tune in as they discuss topics that include: How the empowerment grants helped the FedChoice Charitable Foundation bring real change to their communitiesThe impact the grants have had on credit unions and communities they serveDetails about the grant application processFeedback and responses from grant recipientsReady to get inspired and learn more information about the Empowerment Grant funds that are available through The Credit Union Foundation of MD|DC? Grab your headphones and check out this episode! Learn More & Connect: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial The Credit Union Foundation of MD|DC: www.cufound.org FedChoice Charitable Foundation: www.fedchoicegives.org LinkedIn: https://www.linkedin.com/company/fedchoice-charitable-foundation/

    24 phút
  4. The Secrets of an Exceptional Workplace with Joe Bertotto, Vizo Financial

    16 THG 4

    The Secrets of an Exceptional Workplace with Joe Bertotto, 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/chief culture officer, to share the secrets of what makes an exceptional workplace. Listen in as they discuss: · Culture-building strategies that have been proven successful · Ways to develop and measure employee engagement across all levels of the organization · The role of leadership and communication in fostering effective workplace culture · Ideas for enhancing company culture as workplace trends and environments evolve · How Vizo Financial has celebrated the win across the organization Want to bring some of these ideas back to your credit union? Tune in for this episode to celebrate with us and gain the building blocks of an exceptional organization! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial

    31 phút
  5. Economic Update with Scott Wood and Tim Sustak, Vizo Financial

    12 THG 3

    Economic Update with Scott Wood and Tim Sustak, Vizo Financial

    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 explore topics that include: How potential tax cuts under the new administration could impact national debtWays the proposed tariffs could impact the economyImpacts on the future job market and unemployment system following federal and private sector job cutsFactors the FOMC is evaluating leading up to next week’s meetingThe likelihood of a government recession in the coming monthsKey takeaways from the 2025 GACTo hear this economic update episode, grab your notepad and press play! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial

    31 phút
  6. ACH Rules with Andi Crockett, Vizo Financial/MY CU Services

    5 THG 3

    ACH Rules with Andi Crockett, Vizo Financial/MY CU Services

    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 luck, because Jaime’s guest on the Financial Minds: Meet the Experts podcast this week is Vizo Financial and MY CU Services’ EFT product manager, Andi Crockett. Not only is Andi sharing her knowledge of the ACH Rules, but she’s providing a breakdown of how they will impact your credit union’s processing. Tune in as they examine: A review of the 2024 ACH Rules changes and why it was such a big year for updatesUpcoming changes for 2025 and what lies ahead for 2026How your credit union can prepare for ACH Rules changesWays you can get involved in providing Rules feedback to NachaTake the time to view this episode and brush up on those ACH Rules! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial MY CU Services: www.mycuservices.com LinkedIn: https://www.linkedin.com/company/my-cu-services/

    17 phút
  7. Leadership, Culture & Strengths with Joe Bertotto, Vizo Financial

    26 THG 2

    Leadership, Culture & Strengths with Joe Bertotto, Vizo Financial

    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 Minds: Meet the Experts podcast to share his expertise on these critical components of workplace culture. Listen in as they discuss: “Healthy” culture and what that means for employee engagement and retentionThe use of strengths-based leadership to create high-performing teamsWhat well-being in the workplace looks likeHow leaders can create and sustain a sense of purpose within their teamsHow to maintain good culture in remote and hybrid work environmentsWhether you’re a long-time or emerging leader in your credit union, this episode is full of incredible insights that can help you build a culture of positivity and productivity. Don’t miss it!Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial

    25 phút
  8. CUaxis Core & Community with Ashley Aubele, CUaxis

    19 THG 2

    CUaxis Core & Community with Ashley Aubele, CUaxis

    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, Jaime is joined by Ashley Aubele, core solutions account manager of CUaxis, to talk about all the ways this exclusive credit union community is bridging gaps and embracing collaboration through a core solution that goes beyond the norm. They’ll be discussing: The premise and the mission of CUaxisHighlights, features and benefits of the CUaxis community and its CU*BASE core systemWhat makes CU*BASE a unique core solution for credit unions of all shapes and sizesWhere credit unions can learn more about this one-of-a-kind core communityIf core options and collaboration with credit union peers are on your mind, this episode is for you! Learn More about CUaxis: www.cuaxis.org LinkedIn: https://www.linkedin.com/company/cuaxis/ Connect with Us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial

    12 phút
Xem tất cả (125)

Xếp Hạng & Nhận Xét

5
/5
3 Xếp hạng

Giới Thiệu

Welcome to Vizo Finanical Corporate CU's podcast, Financial Minds: Meet the Experts. Our goal with this podcast is to gather experts inside the corporate along with out partners to ask them credit union related questions about what's going on in the financial industry, as well as relevant questions about the products and services we have to offer. We see this as another way to provide education to our member credit unions through a different platform; one they can access on their drive to work or on their lunch break or whenever they can. Connect with us on LinkedIn (Vizo Financial Corporate CU), Instagram (@vizofinancial) or on our website (www.vfccu.org)!

Thông Tin

  • Nhà sáng tạo
    Vizo Financial
  • Năm hoạt động
    2022 - 2025
  • Tập
    125
  • Xếp hạng
    Sạch
  • Bản quyền
    © Vizo Financial
  • Trang web chương trình
    Financial Minds: Meet the Experts

Có Thể Bạn Cũng Thích

Bạn cần đăng nhập để nghe các tập có chứa nội dung thô tục.

Luôn cập nhật thông tin về chương trình này

Đăng nhập hoặc đăng ký để theo dõi các chương trình, lưu các tập và nhận những thông tin cập nhật mới nhất.
Chọn quốc gia hoặc vùng

Châu Phi, Trung Đông và Ấn Độ

Châu Á Thái Bình Dương

Châu Âu

Châu Mỹ Latinh và Caribê

Hoa Kỳ và Canada
OSZAR »