Meet the Team: PMO

Meet the Team: Executives

We’ve officially reached the final episode of our Meet the Team series here on Financial Minds: Meet the Experts! To close out the series, we sat down with the team that helps guide the overall vision and strategy for the corporate, Vizo Financial’s executive leadership team. Listen in as Jaime talks with Fred Eisel, president/CEO; Lori Gall, EVP/chief operating officer; and Jeff Stoner, EVP/chief strategy officer, to discuss their responsibility in ensuring Vizo Financial continues growing, innovating and serving members at the highest level. Together, they share: · What accelerating credit union success looks like in practice · The biggest challenges credit unions are facing today · Balancing innovation and stability in a highly-regulated industry · How they expect the needs of credit unions to evolve in the coming years · And more! Thank you for listening to our Meet the Team series each week as we dove into the work and responsibilities of the teams here at Vizo Financial that support credit union growth and 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]

Meet the Team: Data Analytics

As we continue to modernize and move our industry forward, helping credit unions harness their data to accelerate success is a major goal for the Corporate. On this episode of Financial Minds: Meet the Experts, we’re chatting with Vizo Financial’s data analytics team to hear how they use data analysis for strategy, insight and opportunity that creates sustainable credit union growth. Joining Jaime are Jeremy Jenkins, VP, data analytics, and Melissa McCollough, growth & data analytics strategist, to share how data analysis helps credit unions make informed decisions and better serve their members. Together, they discuss: · Working with partners like Vertice AI to bring those solutions to life · Identifying meaningful use cases for credit unions · How data leads to real and measurable impacts for credit unions · Common misconceptions about using AI · And more! Listen or watch to hear more from our data analytics team! Then, make plans to tune in to next week’s episode as we close out our meet the team series with our executive 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: 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]