Financial Minds: Meet the Experts

Vizo Financial
  • 5.0 (3)
  • ECONOMÍA Y EMPRESA
  • CADA SEMANA
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. Economic Update with Scott Wood and Tim Sustak, Vizo Financial

    11 DIC

    Economic Update with Scott Wood and Tim Sustak, Vizo Financial

    As you’re probably aware, the Federal Open Market Committee (FOMC) has its last meeting of 2024 scheduled for next week. To get some expert insight into what could happen at this meeting, Jaime is inviting Scott Wood, Vizo Financial’s SVP/chief investment officer, and Tim Sustak, Vizo Financial’s SVP/chief treasury officer, to the podcast. They’re chatting about: · Whether the Fed will lower rates or keep them the same at next week’s meeting · Economic and market indicators that credit unions should be looking at for 2025 · What the incoming administration could mean for rates in the new year · The impact of Bank Term Funding Program repayments on liquidity · The potential for rate cuts throughout 2025 Our two favorite economic gurus provide a LOT of great information in this episode, so make sure to tune in! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial

    22 min
  2. Leading Vizo Financial Throughout 2024 with Fred Eisel, Vizo Financial

    4 DIC

    Leading Vizo Financial Throughout 2024 with Fred Eisel, Vizo Financial

    As many of you know, Fred Eisel became Vizo Financial’s president/CEO at the beginning of 2024, following David Brehmer’s retirement. Before transitioning into this new role, Fred served as Vizo Financial’s chief investment officer. After almost a full year of leading Vizo Financial as president/CEO, Jaime and Fred are sitting down this week to take a look back on the successes and challenges of 2024. They’re discussing: Learning opportunities that arose from the transition to president/CEOVizo Finanical’s greatest accomplishments in 2024Fred’s leadership style and how that has evolved over his careerShort-term and long-term goals for the CorporateAs we prepare to close out the year, this episode is a great way to get to know Fred a little bit more and serves as a reminder of all that Vizo Financial has accomplished in 2024 under his leadership. Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial

    31 min
  3. Diversity, Equity, Inclusion and Belonging During the Holidays with Melanie Lambie, Vizo Financial

    27 NOV

    Diversity, Equity, Inclusion and Belonging During the Holidays with Melanie Lambie, Vizo Financial

    While the holidays are a joyful occasion for many, it’s important to remember that all of your employees may not celebrate the same holidays. That’s why we should be mindful about diversity, equity, inclusion and belonging (DEIB) throughout the holiday season. To help shed some light on how your organization can be DEIB mindful during the holidays, Jaime is sitting down with Melanie Lambie, senior human resources generalist at Vizo Financial, for this week’s episode of Financial Minds: Meet the Experts. They’re discussing: The challenges companies face when creating a DEIB environmentHow Vizo Financial creates a sense of belonging during this time of yearAppropriate ways to wish others well for holidays that you may not celebrateAdvice for credit unions to consider when creating a DEIB culture during the holiday seasonThe holidays that we celebrate are important to us for many different reasons, and it’s vital to your organization’s culture that your employees feel empowered and encouraged to celebrate the holidays that are important to them. This episode provides great insight into how to be DEIB mindful this holiday season, so make sure to check it out! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial

    12 min
  4. Fraud Awareness with Cindy Hagan, Vizo Financial

    20 NOV

    Fraud Awareness with Cindy Hagan, Vizo Financial

    This week, we’re raising awareness about fraud for International Fraud Awareness Week. For the past 24 years, International Fraud Awareness Week has encouraged organizations and individuals alike to be proactive in protecting themselves from bad actors. In honor of this week, Jaime invited Cindy Hagan, VP of compliance and fraud risk, to the Financial Minds: Meet the Experts podcast. They’re chatting about: - The different types of fraud that credit unions are encountering - Some fraud awareness prevention tips - Ways credit unions can investigate and report fraud - Policies and procedures that credit unions should have in place to protect their institution and members from fraud As credit unions, it’s our job to stay up-to-date on the different types of fraud and schemes that are circulating. We encourage you to listen to this episode and share it with your fellow colleagues as a way to stay informed on what’s going on in the world of fraud. Learn more: www.ic3.gov https://reportfraud.ftc.gov/ https://www.justice.gov/elderjustice/find-help-or-report-abuse https://www.uspis.gov/report Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial

    29 min
  5. Vertice AI Solution with Rodney May, Vizo Financial and Mitch Rutledge, Vertice AI

    13 NOV

    Vertice AI Solution with Rodney May, Vizo Financial and Mitch Rutledge, Vertice AI

    Last week, Jaime sat down with Mitch Rutledge, co-founder and CEO of Vertice AI, to chat about the new Vertice AI and Vizo Financial partnership and the solution available to credit unions through this partnership. This week, Jaime and Mitch are joined by Rodney May, Vizo Financial’s SVP/chief engagement officer, to dive deeper into the partnership between our two organizations. They’re discussing: What led Vizo Financial to seek a partner to help credit unions increase member growth and marketing effectiveness.Why Vizo Financial chose Vertice AI as our partner.What credit unions can expect from the Vertice AI solution.How this partnership benefits the members of Vizo Financial, as well as all credit unions.The security measures that are in place to keep credit union data safe.And much more!Tune in to this episode to better understand how and why Vizo Financial ultimately decided to partner with Vertice AI, as well as the value that this solution will bring to our members. Learn More Visit our website: https://www.vfccu.org/solutions_mobile/vertice-ai.html Register for our upcoming webinar on November 19: https://cvent.me/4lzEvl?RefId=Podcast

    16 min
  6. Vertice AI Solution with Mitch Rutledge, Vertice AI

    6 NOV

    Vertice AI Solution with Mitch Rutledge, Vertice AI

    Have you heard the news? Vizo Financial has a new partnership with Vertice AI, the leading provider of member growth and marketing effectiveness solutions for credit unions! Through this partnership, your credit union has access to a growth engine that provides AI-based personalization recommendations to grow economic participation and reduce churn. To chat more about this new partnership and solution, Jaime invited Mitch Rutledge, co-founder and CEO of Vertice AI, to the podcast this week. They’re discussing: - Who Vertice AI is and what the organization does. - Their three solutions: Know, Grow and Measure. - What results credit unions on the solution are seeing in growth and wallet share. - The role that AI plays in the Vertice AI solution. We are thrilled about this new partnership, and we know it’ll bring value to our member credit unions. If you’re interested in learning more, make sure to visit our website: https://www.vfccu.org/solutions_mobile/vertice-ai.html and register for our upcoming webinar on November 19: https://cvent.me/4lzEvl?RefId=Podcast!

    14 min

  7. 30 OCT

    Economic Update with Scott Wood and Tim Sustak, Vizo Financial

    Happy Wednesday! The November Federal Open Market Committee (FOMC) meeting is next week, so Jaime invited our two favorite economic gurus to this week’s episode of Financial Minds: Meet the Experts. She’s sitting down with Scott Wood, Vizo Financial’s SVP/chief investment officer, and Tim Sustak, Vizo Financial’s SVP/chief treasury officer, to chat about what happened at the last FOMC meeting, how the decision to cut rates by 50 basis points surprised economists and how the economy has been impacted by that decision. They’re also discussing: • Next week’s meeting and what could unfold. • The current value of a dollar, and how the third largest expense to the U.S. is the interest on our debt. • Lending and how it’s affecting credit unions. • Economic and market indicators that credit unions should be looking at in the upcoming months. And with the big election coming up next week as well, Jaime, Scott and Tim are exploring how those results and the FOMC’s decision could impact our future economy. This is one episode you don’t want to miss. Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial

    26 min

  8. 23 OCT

    Cybersecurity Awareness Month with John Cuneo, Vizo Financial

    Welcome back to the Financial Minds: Meet the Experts podcast! To continue raising awareness for Cybersecurity Awareness Month, Jaime invited John Cuneo, Vizo Financial’s VP of information security, to the podcast to chat about…well, cybersecurity, of course! They’re diving into: - Vizo Financial’s partnership with DefenseStorm, and the value it brings to our members. - Reasons why credit union members might be opposed to using strong passwords or multi-factor authentication (MFA). - Ways that credit unions can combat fraud and scam attempts against their institution and members. - Risk Assessments and how they can benefit credit unions. - The importance of providing security awareness training to all of your employees. Jaime and John cover some important information in this episode, so make sure to check it out! Happy Cybersecurity Awareness Month! Vizo Financial: www.vfccu.org LinkedIn: https://www.linkedin.com/company/vizo-financial/ Instagram: @vizofinancial

    21 min
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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)!

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