Breathtaking views. Powerful insights. Credit union connection. The height of financial education awaits you at Vizo Financial’s 2025 Financial Conference! Our premier financial event of the year will take place on September 10-12, 2025, at the iconic Omni Grove Park Inn in Asheville, N.C. Get ready to soar as we dive into today’s most pressing
Discover the Power of Lending – Downtown Syracuse Awaits! Join us this Ocober in downtown Syracuse, New York for the University of Lending! Led by industry expert Ed Swanson, this session delivers cutting-edge lending strategies, all-new training materials, and practical tools to elevate your team’s performance. Explore the charm of Syracuse’s revitalized downtown while gaining
Technology has been evolving at a breakneck pace, and we shouldn’t expect it to stop or slow down anytime soon. Credit unions who prepare themselves to embrace the technologies of tomorrow will find themselves ahead of the curve and better able to meet and exceed member needs and expectations. These fast-approaching technologies include Web
Hosted at University Federal Credit Union in Austin, TX, this immersive three-day event brings credit union leaders together to explore the personal and strategic power of purpose. Through storytelling, reflection, peer collaboration, and actionable planning, you’ll walk away with new insights — and a clear roadmap — for aligning purpose with impact. Learn more and
Credit unions were founded to serve. But today, that promise is being tested. Amid growing financial uncertainty and rising member expectations, service alone is no longer enough to drive loyalty. Loyalty isn’t won by rates or technology; it’s earned through emotional connection. Members stay when they feel seen and cared about. When they believe
With growing operational demands, rising cardmember expectations, economic pressures, and evolving regulations, more credit unions are rethinking how they manage their credit card portfolios. Agent credit card programs are gaining traction as a smart, sustainable solution. In this session, you’ll learn: The key differences between agent programs and traditional in-house credit card issuing — and
What’s Moving the Credit Union Industry This Quarter? Find Out Live Join Callahan & Associates for a live look at 2Q25 credit union performance trends, exploring where the credit union movement stands and where additional opportunities lie. Why Attend? You’ll gain deeper insights into key financial and operational metrics — including growth, lending, shares,
Digital banks and fintechs continue to dominate the new account opening landscape. In the previous year, only 5% of new accounts were opened at a credit union. To succeed in this increasingly competitive environment, credit unions must offer a seamless, digital-first account opening experience—whether in-branch, online, or out in the field. Dupaco Credit Union, a
Request for Payment (RFP) is emerging as a game changer for digital bill pay, sitting at the intersection of real-time payments and modern electronic bill presentment and payment (EBPP). As financial institutions expand their real-time payments strategies, RFP offers a powerful way to deliver faster, more convenient ways for members to pay—and for credit unions
Join us for an insightful webinar designed specifically for credit union leaders. Uncertainty around loan rates continues to create a dynamic lending environment but the competition for loan opportunities is beginning to heat up. The majority of consumers would prefer to take out a loan with their primary credit union, but the importance of low
Longer onboarding, focus groups, and peer leadership help Community First retain strong employees year after year.
Kelli Wisner-Frank serves as the linchpin between finance and innovation at Community Choice Credit Union, aligning automation, smarter processes, and cost discipline to turn front-line fixes into bottom-line wins.
Delivering human-centered service in a digital world is no longer a luxury for credit union contact centers — it’s a necessity.
The CEO of Adventure Credit Union shares tips to maintain credibility amid rapid executive turnover and organizational change.
A cross-functional team comprising nearly 20% of staff helped the Maryland-based credit union manage the crisis while staying focused on helping members.
When money stops making sense, people suffer a crisis of financial confidence. Now’s the time to reconnect with members to help them establish long-term stability.
From the teller line to the corner office, CEO Cheryl Sio’s story spans five decades of industry transformation and enduring leadership lessons.
Structured protection strategies provide potentially higher long-term total returns than bonds while muting the volatility and downside risk traditionally associated with equities.
The CEO of Peninsula Community Federal Credit Union highlights how active listening and lessons from the basket ball court shape a culture of inclusive banking that serves members and employees.
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.