Financial Minds: Meet the Experts

Meet the Team: Treasury

Growth and stability are important goals for credit unions. Through lending, liquidity and strategic financial management, the treasury team helps credit unions to achieve these goals. On this episode of Financial Minds: Meet the Experts, we’re talking with Vizo Financial’s treasury team and their role in supporting the credit unions we serve. Joining Jaime are Tim Sustak, SVP/chief treasury officer, and Josh Faith, lending services and treasury director, to talk about keeping credit unions competitive, compliant and financially strong. Together, they share: · The role of the treasury and credit department · Credit trends to watch · Common liquidity challenges credit unions face · The role and benefits of safekeeping · And more! To hear more from our treasury team, tune in to this week’s episode! Don’t miss out next week as we continue our meet the team series with Vizo Financial’s data analytics team. Connect with us: Vizo Financial: www.vfccu.org [http://www.vfccu.org] LinkedIn: www.linkedin.com/company/vizo-financial [http://www.linkedin.com/company/vizo-financial]

Meet the Team: Acccounting

Financial strength and stability is vital for credit unions to serve their members. On this episode of Financial Minds: Meet the Experts, we look behind the scenes at Vizo Financial’s accounting team and the critical role they play in helping the credit unions we serve have the financial support they need to succeed. Joining Jaime are Mark Brown, SVP/chief financial officer; Deanna Swift, VP, accounting; and Margie Jones, controller, to talk about their responsibilities in posting and transaction management for our members. They share: · How to ensure timeliness and accurate data · Ways they support transparency and trust across credit unions · The difference in accounting for a corporate credit union vs. a natural person credit union · The impact of regulatory requirements on team operations · And more! Listen in to hear from our accounting team on this week’s episode! Then, don’t miss next week’s episode as we continue our meet the team series! Connect with us: Vizo Financial: www.vfccu.org [http://www.vfccu.org] LinkedIn: www.linkedin.com/company/vizo-financial [http://www.linkedin.com/company/vizo-financial]

Meet the Team: PMO

For every system upgrade, implementation or coordination of cross-departmental teams, the project management office (PMO) is there to ensure things run smoothly. On this episode of Financial Minds: Meet the Experts, we take a closer look at Vizo Financial’s PMO team and how their role in bringing big initiatives to life helps credit unions succeed. Joining Jaime are Chris Dowhower, VP, project management, and Judy Jackson, associate project manager, to talk about the behind-the-scenes responsibilities of the PMO team at Vizo Financial. Together, they discuss: · What the PMO team does · First priorities when taking on large projects · How to build and manage timelines across different departments · How to measure a project’s success · And more! Tune in to hear from our PMO team on this week’s episode! Then, be sure to watch next week’s episode as we continue our meet the team series! Connect with us: Vizo Financial: www.vfccu.org [http://www.vfccu.org] LinkedIn: www.linkedin.com/company/vizo-financial [http://www.linkedin.com/company/vizo-financial]

Meet the Team: IT

Credit unions excel when they have information systems running smoothly, securely and reliably. That’s why, on this episode of Financial Minds: Meet the Experts, we take a closer look at Vizo Financial’s information technology (IT) team and how their behind-the-scenes work plays a critical role in keeping Vizo Financial and our credit unions operating efficiently. Joining Jaime are Mike Heider, VP, information technology; Zac Hoffman, IT operations manager; and Andrew Jarrell, systems administrator & help desk manager, to talk about maintaining infrastructure and patching systems, strengthening firewalls and protecting sensitive data. Tune in to hear how they keep both internal teams and credit unions operating with confidence. They share: * An overview of the IT team’s responsibilities * A typical day of an IT team member * Proactive measures they take to prevent future issues * A deeper dive into patching systems and firewalls * And more! Join us to hear our IT team on this week’s episode! Be sure to listen in next week too as we continue our meet the team series! Connect with us: Vizo Financial: www.vfccu.org [http://www.vfccu.org] LinkedIn: www.linkedin.com/company/vizo-financial [http://www.linkedin.com/company/vizo-financial]

Economic Update with Scott Wood and Tim Sustak

The April FOMC meeting takes place next week and you know what that means! 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. Tune in as they share their thoughts on how the meeting could impact credit unions. Together, they’ll explore: · What’s driving the current state of the economy · The job market and how employment is holding up · How inflation could keep the Fed cautious · The current rate environment and the possibility of cuts · And more! Make sure to catch Scott and Tim for this week’s economic update! Next week, we will get back into our Meet the Team series and continue looking at what goes on behind the scenes at the Corporate to support credit union success. Connect with us: Vizo Financial: www.vfccu.org [http://www.vfccu.org] LinkedIn: www.linkedin.com/company/vizo-financial [http://www.linkedin.com/company/vizo-financial]