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League & Association Education

Here at Vizo Financial education and continuing to learn are a top priority. We want to make sure we provide you, your staff, board members and volunteers with the training you need to be successful. Because being a partner to our credit unions means more than just providing products and services – it’s also about encouraging your educational development. Through our relationships with Credit Union leagues, associations and foundations, we can offer additional education opportunities to help strengthen the credit union movement.

Please note that these education session are being hosted by our partners, not Vizo Financial. If you are interested in attending any of these educational opportunities, please click the learn more button. This will then redirect you to the registration page on the corresponding partner’s website.

Carolina Credit Union League

Supervisory Skills Training - Virtual

September 27-28, 2022 at 9:00 a.m. ET

Are you transitioning from a staff position to a new supervisory role and looking for new skills to help in this transition? Or maybe you are supervising a difficult or challenging staff and need tools to manage conflict? Perhaps you want to update your supervisory skills as part of your career development. Or maybe you just want to be sure you are doing everything right to supervise your team to the best of your ability.

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MACCU 2022 Fall Conference

October 3-4, 2022 - Asheville, North Carolina

Hosted by the Management Association of Carolinas Credit Unions (MACCU), this two-day conference delivers valuable insight from expert presenters, while creating an atmosphere for peer exchange among senior executives and management teams in the Carolinas.

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Small Credit Union Roundtable

October 18, 2022 at 9:30 a.m. ET

Small credit unions have unique challenges. To foster mutual success, the Small Credit Union Roundtable provides an open, cooperative environment for candid discussion of challenges and opportunities, including timely topics submitted by participants.

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Midweek Mixer: What's in Your Cybersecurity Toolbox?

October 19, 2022 at 11:00 a.m. ET

When it comes to cybersecurity, a hammer and saw aren’t going to cut it. While there are a multitude of tools available to aid your credit union with cybersecurity, you may be wondering what are they, where do I find them and how much do they cost? They certainly won’t be laying in a dusty metal box in your garage, but we know just where to look and what will be most useful in different situations. Vizo Financial’s information security analyst, Mike Bechtel, will lead this session on low and no-cost tools credit unions can utilize to enhance their cybersecurity posture.

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2022 Principles & Philosophy Conference

October 25-27, 2022 at 12:00 p.m. ET - Sophia, North Carolina

The conference is a deep dive into the cooperative business model and the Cooperative Principles that differentiate credit unions in the marketplace.

In addition to the operating principles, attendees learn the social purpose of co-ops and credit unions. Participants leave with a greater understanding of just how special credit unions are, and why the Eight Cooperative Principles are at the heart of good business practices.

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Midweek Mixer: Loan & Deposit Pricing

November 16, 2022 at 11:00 a.m. ET

With interest rates moving as the fasted pace in decades, it can be hard to determine what is a good price for a loan or deposit? This presentation, lead by Tim Gardner of CDC FCU, will discuss how a credit union can use wholesale rates as a gauge to price its own products. Is there a benefit to borrowing from the members compared to the corporate credit union or Federal Home Loan Bank (FHLB)?

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Virtual Credit Union Sales Intensive

December 6 - 8, 2022 at 10:00 a.m. ET

On day one we will learn the foundational principles of selling to credit union members and the credit union philosophy. We will build clarity on the essential elements of a successful and consistent sales approach. On day two, attendees will learn what it takes to sell the full product line and craft primary financial relationships with their members. Leaders will learn how to identify employee coaching needs, develop an individual development plan to address them, and how to coach using one of three coaching models.

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Midweek Mixer: Protégé, LAUNCH, and Emerging Leaders on the Horizon

December 21, 2022 at 11:00 a.m. ET

Protégé Panel: Hear from last year's Protégé winner and runner-ups on their experience from start to finish, and how the program has affected both their personal and professional career since February. Have an opportunity to ask questions about Protégé and its benefits. CCUL will also provide an update on Protégé at LAUNCH as well as some exciting news for Emerging Leaders!

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LAUNCH 2023

February 9 - 10, 2023 - Concord, North Carolina

LAUNCH, the Carolinas Credit Union League’s annual trade show and conference for credit union professionals, will be returning for year seven! Plan to join us at our new venue, Embassy Suites by Hilton Charlotte Concord Golf Resort & Spa, and propel your operations and service success with the latest trends, products, services and strategies.

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CrossState Credit Union Association


CU Reality Check

October 25-27, 2022 - Hershey, PA

Invigorate your innovative side at CU Reality Check. Thought leaders and industry experts join us October 25-27 in Hershey, PA, to challenge the ways you’ve always done things, rethink the future of the movement, and spark ideas that will move your credit union forward.

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CEO Summit

November 29 - December 2, 2022 - Key West, FL

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Connect Annual Convention

May 18-20, 2023 - Hershey, PA

MD|DC Credit Union Association

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Virginia Credit Union League

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