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...
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Meet the Team: Treasury
<p>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.</p><p>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.</p><p>Together, they share:</p><p>· The role of the treasury and credit department</p><p>...
Meet the Team: Acccounting
<p>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.</p><p>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.</p><p>They share:</p><p>· How to ensure timeliness and accurate data</p><...
Meet the Team: PMO
<p>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.</p><p>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.</p><p>Together, they discuss:</p><p>· What the PMO team does</p><p>· Firs...
Meet the Team: IT
<p>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.</p><p>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...
Economic Update with Scott Wood and Tim Sustak
<p>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.</p><p>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.</p><p>Together, they’ll explore:</p><p>· What’s driving the current state of the economy</p><p>· The job market and how employment is holding up</p><p>· How inflation...
Meet the Team: ALM
<p>Being as informed as possible when making important financial decisions is crucial for credit union success. On this episode of Financial Minds: Meet the Experts, we take a closer look at Vizo Financial’s asset liability management (ALM) team and how they keep credit unions strong in the ever-changing financial environment.</p><p>Joining Jaime are Melissa Scott, VP, balance sheet strategy; Michael Rice, senior ALM consultant; and James Thacker, senior ALM consultant, to discuss how their insight on interest rate risk, liquidity, and overall balance sheet strategy supports leadership decision making for credit union stability and growth.</p><p>...
Meet the Team: Electronic Funds Transfer
<p>Some of the most critical payment systems credit unions depend on run through digital channels. This is where our electronic funds transfer team comes in. With daily processing of wire transfers, ACH transactions, instant payments and more, this team plays an important role in supporting credit union success.</p><p>On this episode of Financial Minds: Meet the Experts, Kristin Smith, senior EFT specialist; Emily Crihfield, EFT specialist II; Dominique Woodson, EFT specialist I; and Libby Strychasz, EFT specialist I, join Jaime to share the details of managing these systems, keeping up with constantly evolving payment technology and supporting...
Meet the Team: Implementation
<p>Deciding to move forward with a new product or service can leave a credit union wondering how the transition will impact them. Having a strong team to ensure a smooth, organized and successful implementation process is important to credit union success. That’s why, on this week’s episode of Financial Minds: Meet the Experts, we continue our Meet the Team series by talking with the Vizo Financial implementation team.</p><p>Joining Jaime are Jim Kauruder, implementation coordinator II; Tish Madden, implementation coordinator I; Aria Williams, implementation coordinator I; Lashawnda Corbett, implementation coordinator I; and Haleigh Zahniser, implementation coor...
Meet the Team: Member Support
<p>When a member has a transaction, account questions or any other operational needs, the front lines are ready to assist. On this week’s episode of Financial Minds: Meet the Experts, we continue our Meet the Team series by taking a look behind the scenes at our member support team and the critical role they play in credit union success.</p><p>This week, Jaime chats with Becky Weaber, member services manager; Peggy Davis, member support specialist II; and Nicole Calame, member support specialist I, to understand how these problem solvers and relationship builders play an important part in he...
Meet the Team: HR and Culture
<p> We’ve all heard about the products, services and strategy when it comes to credit union success, but there’s another powerful piece of that mission. On this week’s episode of Financial Minds: Meet the Experts, we continue our Meet the Team series with Vizo Financial’s HR and culture team, and the vital role they play in the employee experience.</p><p>Joining Jaime are Janice Appleby, SVP/chief human resources officer; Lisa Cieri, senior human resources manager; Melanie Lambie, senior human resources generalist; Jeanne Heath, director of cultural engagement & learning; and Deb Gill, learning and engagement ambassad...
