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PODCAST

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

business

All Episodes

33:41

Credit Union Advocacy with John Bratsakis, MD|DC...

Financial Minds: Meet the Experts ·

2025/11/19

Credit unions are all about advocacy – for our members, for our institutions and for financial wellbeing that is accessible to everyone. As such a critical component of the work we do each and every day, Jaime is bringing several voices of advocacy to the Financial Minds: Meet the Experts podcast.The credit union advocacy series kicks off this week with John Bratsakis, president/CEO of the MD|DC Credit Union Association, who will share how the association and its credit unions play a role in

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23:26

Serving Latino Communities with Barbara Mojica, NLCUP

Financial Minds: Meet the Experts ·

2025/11/12

With a growing Latino population in the U.S., there’s an increased need for inclusive financial services and leadership that reflects these communities. Joining Jaime on the Financial Minds: Meet the Experts podcast this week is Barbara Mojica, executive director of The National Association of Latino Credit Unions and Professionals (NLCUP), to talk about the organization’s origin story and impact, and how credit unions of all sizes can better serve and uplift Latino communities.Hear from them as

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32:27

Empowerment Grants with Lauren Whaley, Carolinas...

Financial Minds: Meet the Experts ·

2025/11/05

This week on the Financial Minds: Meet the Experts podcast, we’re continuing our discussion on Vizo Financial’s Empowerment Grants Program! Two years ago, Vizo Financial launched the Empowerment Grants Program to provide financial support for credit union foundations that help institutions develop financial wellness programs.In this week’s episode, Jaime talks with Lauren Whaley, president of the Carolinas Credit Union Foundation, and two credit union grant recipients to see how they’ve utilized the

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27:17

Episode 139 - Empowerment Grants with Sue...

Financial Minds: Meet the Experts ·

2025/10/29

In the fall of 2023, Vizo Financial launched the Empowerment Grants Program, pledging $1 million in funding for the span of five years to provide financial support for credit union foundations in developing financial wellness programs.In this week’s episode of the Financial Minds: Meet the Experts podcast, our host Jaime sits down with Sue Ward-Diorio, executive director, CrossState Credit Union Foundation and two credit union grant recipients to chat about a topic at the heart of the credit union

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33:13

Economic Update with Scott Wood and Tim Sustak, Vizo...

Financial Minds: Meet the Experts ·

2025/10/22

With the October FOMC meeting set to take place next week, we’re bringing you another economic update episode of the Financial Minds: Meet the Experts podcast! Our pair of experts, Scott Wood, SVP/chief investment officer, and Tim Sustak, SVP/chief treasury officer, chat with Jaime this week about what’s coming down the economic pipeline.Listen as they explore:How the lack of recent data from the government shutdown may impact FOMC decisionsPredictions regarding movement on interest ratesRecent

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12:20

Balancing Mission & Risk Management with Erin Doan,...

Financial Minds: Meet the Experts ·

2025/09/17

When it comes to balancing mission and risk, there’s a lot to consider! Thankfully this week, we’ll cover the importance of mission in the risk landscape on the Financial Minds: Meet the Experts podcast! Erin Doan, VP of administration at Vizo Financial, sits down with Jaime to talk about how your credit union’s team can stay mission-driven without sacrificing risk management.Tune-in as they discuss:· Methods for balancing mission and risk in today’s credit union environment· How to

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29:02

Economic Update with Scott Wood and Tim Sustak, Vizo...

Financial Minds: Meet the Experts ·

2025/09/10

Will they or won’t they? That’s the question on everyone’s minds ahead of next week’s FOMC meeting. With downtrodden data and pressure from all angles, the role of interest rates is more important than ever. Join Jaime and our pair of economic experts, Scott Wood, SVP/chief investment officer, and Tim Sustak, SVP/chief treasury officer, on the podcast to explore the economic environment and the implications it could have at the upcoming meeting.They’ll discuss:· Key economic data points the

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29:02

Economic Update with Scott Wood and Tim Sustak, Vizo...

Financial Minds: Meet the Experts ·

2025/09/10

Will they or won’t they? That’s the question on everyone’s minds ahead of next week’s FOMC meeting. With downtrodden data and pressure from all angles, the role of interest rates is more important than ever. Join Jaime and our pair of economic experts, Scott Wood, SVP/chief investment officer, and Tim Sustak, SVP/chief treasury officer, on the podcast to explore the economic environment and the implications it could have at the upcoming meeting.They’ll discuss:· Key economic data points the

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26:45

DefenseStorm Essentials - The Security Solution for...

Financial Minds: Meet the Experts ·

2025/09/03

If your credit union has a small team and limited resources, our latest episode of the Financial Minds: Meet the Experts podcast is for you! This week, Jaime sits down with Paige Barry, VP of strategic partnerships at DefenseStorm, to discuss a new, bundled cyber risk management solution that’s made specifically for smaller credit unions…Defense Storm Essentials!Discover how your credit union can level the playing field and stay secure with this solution as they discuss:· An overview of the

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15:28

Combat the Fear of AI with MC FCU and Vertice AI

Financial Minds: Meet the Experts ·

2025/08/27

Does your financial institution have AI anxiety? During the Financial Minds: Meet the Experts podcast this week, Jaime chats with Elba Arenas, president/CEO of MC FCU, and Mitch Rutledge, CEO of Vertice AI, about ways your credit union can overcome the unease associated with adopting AI in office operations.Hear from them as they explore:· Common fears and misconceptions about how AI is used in the industry· Defining AI use in the context of credit union operations· Safe and

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26:45

Preparing for Next-Level Technology with Meredith...

Financial Minds: Meet the Experts ·

2025/08/20

How can your credit union navigate the changing landscape of advanced technology? In this week’s episode of Financial Minds: Meet the Experts, Jaime sits down with Meredith Piotti of Wolf & Company to talk about how credit unions can best approach developing technology in their business operations.Discover how your institution can build tech-focused business strategies to shape successful outcomes as they explore:· Real world examples of credit unions that have successfully applied

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35:37

Uncover Your Growth Potential with AI with Jeremy...

Financial Minds: Meet the Experts ·

2025/08/13

How can your credit union use AI to find valuable information, and more importantly, growth potential, in your existing data? Find out in this week’s episode of the Financial Minds: Meet the Experts podcast! Jaime talks with Jeremy Jenkins, VP of data analytics with Vizo Financial, about why AI can be advantageous for credit unions. Learn how AI can help your organization reclaim valuable time, so you can focus more on strategic growth and innovation.Hear from them as they explore:· Lessons

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21:10

The Future of Financial Messaging with ISO 20022

Financial Minds: Meet the Experts ·

2025/08/06

ISO 20022 on your mind? With the recent migration of FedWire to this new standard, it’s not surprising. And this week, we’re going to help you find everything you need to know about ISO 20022 (including how to pronounce it!) on the Financial Minds: Meet the Experts podcast. Jaime connects with our team of experts, Erica Johnson, director of payments; Ben Braun, payment application analyst; and Kristin Smith, senior EFT specialist with Vizo Financial, to discuss all things ISO 20022. Find out how

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16:23

Offering Your Members Higher Education Loans with...

Financial Minds: Meet the Experts ·

2025/07/30

It’s never too early to start planning for back to school, and in this week’s episode of the Financial Minds: Meet the Experts podcast, we’re talking about student loans! More specifically, what options are available for you to provide higher education financing for your members? Karie Bedford, senior relationship manager, financial institutions channel with Sallie Mae, sits down with Jaime to discuss the range of opportunities available with the full loan suite and other advantages that will

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27:04

Economic Update with Scott Wood and Tim Sustak, Vizo...

Financial Minds: Meet the Experts ·

2025/07/23

With the July FOMC meeting taking place next week, it’s time for another economic update episode of the Financial Minds: Meet the Experts podcast! Joining Jaime are Vizo Financial’s very own dynamic duo, Scott Wood, SVP/chief investment officer, and Tim Sustak, SVP/chief treasury officer.Hear from our economic experts as they explore:Predictions for the upcoming FOMC meetingSignals the Fed has given about the possibility of rate cuts later this yearGlobal risks that could impact the Fed’s outlookHow

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25:07

2025 Financial Conference: Insights and Deep Dive...

Financial Minds: Meet the Experts ·

2025/07/16

With the 2025 Financial Conference coming up on September 10-12, 2025 at the Omni Grove Park Inn in Asheville, N.C., our fearless podcast host, Jaime, is chatting with past attendees to get the inside scoop! She caught up with Phil Barnhill with Greenville FCU and Darrell Tyler with Richmond Heritage FCU to find out more about the benefits of this conference for financial leaders.Hear from them as they discuss:Ways that the Financial Conference stands out from other eventsWhat meaningful connections

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22:44

Economic Update with Scott Wood and Tim Sustak, Vizo...

Financial Minds: Meet the Experts ·

2025/06/11

With the FOMC meeting taking place next week, get caught up on the economy in this week’s podcast episode! Joining Jaime for the latest installment of the Financial Minds: Meet the Experts podcast are Vizo Financial’s Scott Wood, SVP/chief investment officer, and Tim Sustak, SVP/chief treasury officer.Learn from our economic experts as they discuss:Predictions for the upcoming FOMC meetingOutlook for the economyWhat trends we’re seeing with liquidityAnd much more!Discover what’s ahead for the

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39:06

Credit Union Fraud Prevention with a Panel of...

Financial Minds: Meet the Experts ·

2025/06/04

We’re putting fraud under the microscope and turning up the focus in this week’s episode of Financial Minds: Meet the Experts! Listen in as Jaime connects with a panel of experts from four financial institutions to discuss the types of fraud that credit unions are increasingly facing and what practices and strategies may help in the fight against these growing threats. You’ll hear from Michele Ford at Patriot FCU, Amanda Balmer at PSECU, Lauren Greenaway at Belco Community CU and Cindy Hagan at

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17:57

Vulnerability Scanning and Penetration Testing with...

Financial Minds: Meet the Experts ·

2025/05/28

If your systems are vulnerable, you want to be the first one to know about it, right? This week on the Financial Minds: Meet the Experts podcast, Jaime sits down with William Snowden at Fortra to discuss how vulnerability scanning and penetration testing provide key insights to quickly identify weak spots and ultimately keep sensitive data out of reach from attackers.You will learn a LOT from Jaime and William during their conversation as they cover:Key differences between vulnerability scanning and

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32:52

Social Engineering with Mike Bechtel, Vizo Financial

Financial Minds: Meet the Experts ·

2025/05/21

How has social engineering evolved over the past decade? What are some of the latest tactics that attackers are using, and why have they been so effective? How can you train your team to better defend your credit union? These are all important questions, which is why we will be covering all of them and many more during this week’s episode of Financial Minds: Meet the Experts podcast!Jaime is sitting down with Mike Bechtel, information security engineer at Vizo Financial, to talk about the

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39 results

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