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Upcoming Events

There are two things we absolutely love: meeting with people and learning for the future. Put them both together and you get Vizo Financial’s renowned conferences and workshops, as well as member appreciation, community-driven and other events. See what we have coming up in the near future – you might just find something you can’t wait to attend!

Financial Strategies Workshop

March 12, 2025 - The Hotel Hershey, Hershey, Pa.
March 27, 2025 - Marriott Richmond Short Pump, Richmond, Va.
April 9, 2025 - AC Hotel Charlotte Ballantyne, Charlotte, N.C.
April 23, 2025 - DoubleTree by Hilton Pittsburgh Cranberry, Mars, Pa.

Gear up…Vizo Financial’s Financial Strategies Workshops are back! These events are the meeting place of finance and strategy, where you can gain the education needed to fine-tune your credit union’s money management methods and goals. With sessions on the “big four” for credit unions – the economy, ALM, investments and liquidity – each one-day workshop is designed to be a hands-on, interactive experience to help you get your financial position to peak performance.

Not only do the workshops offer knowledge, networking and continuing education credits, but they’ll also feature expert speakers to guide the way through these financial strategies. Come for the workshops and leave with a toolkit of practical tips and information to keep your financial engine running smoothly.

With an ROI you just can’t pass up, it’s time to crank up the excitement for Vizo Financial’s 2025 Financial Strategies Workshops!

Register Now

Risk Management Conference

April 14-16, 2025 - The Hotel Hershey, Hershey, Pa.   

In a world where risks evolve as quickly as solutions, credit unions face a relentless challenge: staying ahead of the revolving threats that target their operations, members and reputations. Vizo Financial’s 2025 Risk Management Conference, from April 14-16, will take you to the forefront of the battle against these threats – from cybersecurity to fraud, compliance to continuity. Get armed with the tools, insights and strategies to keep your credit union agile and resilient in the ever-changing world of risk.

This three-day conference will feature thought-provoking sessions, interactive discussions, dynamic speakers, networking opportunities, CPE credits, an opening reception, spa and golf activities and, of course, chocolate!

The revolving threats are coming, but you don’t have to stand still while it happens. Join us for this year’s Risk Management Conference so your credit union can learn to think about risk creatively, plan strategically and lead confidently!

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2025 Annual Meeting

June 12, 2025 – 10:00 a.m. ET - Virtual

Small Credit Union Workshop

August 5-6, 2025 - Virtual

Financial Conference

September 10 – 12, 2025 - The Omni Grove Park Inn, Asheville, N.C.

CUaxis Community Annual Forum

September 16, 2025

Payments Conference

November 5-6, 2025 - Virtual

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