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Financial Minds: Meet the Experts: Daily Summaries Delivered
by Vizo Financial
Welcome to Vizo Financial 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 Corporate CU) or on our website (www.vfccu.org)!
Latest Episodes
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- Aug 19, 202628 min
Business Continuity and Operational Resilience
We’ve all had the unfortune experience of facing disruptions, whether that be third-party risk, cyber incidents or other unexpected events. On this episode of Financial Minds: Meet the Experts, we dive into business continuity and operational resilience to help credit unions deal with these disruptions.Joining Jaime is Dan Poucher from Wolfe and Company to discuss the difference between business continuity and being truly resilient.Together, they’ll go over:The expectations for organizational resilience vs. traditional business continuityCommon gaps between having a plan and being resilientEncouraging collaboration to build resilienceWhich threats organizations should be prioritizingAnd more!Don’t miss this in-depth discussion on building operational resilience within your financial organization!Connect with us:Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial
- Aug 12, 202625 min
Financial Elder Abuse
Fraud is everywhere. Protecting our institutions, as well as our members, from as much fraud as possible is a top priority for all credit unions. On this episode of Financial Minds: Meet the Experts, we wanted to shine a spotlight on financial elder abuse and what we can do to prevent it.Joining Jaime is Cindy Hagan, VP, compliance and fraud risk, to explain how this fast-growing form of elder mistreatment is affecting millions of older adults – and costing billions of dollars –each year.Together, they’ll discuss:Why financial elder abuse goes unreportedThe differences between standard fraud and financial elder abuseRed flags staff should watch forHow mandatory reporting obligations have changedAnd more!Listen in to this week’s episode to hear this in-depth conversation on financial elder abuse. Next week on the podcast, watch for our episode on business continuity and operational resilience.Connect with us:Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial
- Aug 5, 202620 min
Psychological Safety in the Workplace
Fostering a safe and respectful environment that builds trust is not only how we maintain relationships with members, but also how we support those doing the work behind the scenes. On this episode of Financial Minds: Meet the Experts, we talk about psychological safety and its importance in the workplace.Joining Jaime are Jeanne Heath, director of cultural engagement and learning, and Melanie Lambie, senior human resources generalist, to discuss organizational leadership, psychological safety and the role they play in creating a supportive environment.During this episode, they’ll explore:Ways to prioritize psychological safety and mental healthSignals leaders can look out for from their employeesHow leadership behaviors can influence mental healthTools and practices to reinforce psychological safetyAnd more!Catch this week’s episode, then don’t forget to tune in next week as we take a closer look at financial elder abuse.Connect with us:Vizo Financial: www.vfccu.orgLinkedIn: www.linkedin.com/company/vizo-financial
- Jul 29, 202628 min
Security Awareness with Mike Bechtel
Credit unions are built on trust, but in today’s cybersecurity landscape, trust alone isn’t enough to keep you safe. On this episode of Financial Minds: Meet the Experts, we dive into the importance of security awareness and how fostering a culture of vigilance can help protect your credit union from cyber threats.Joining Jaime is Mike Bechtel, Vizo Financial’s information security director, to discuss why people remain the first line of defense and share practical insights to help credit unions better protect their employees, members and sensitive information.During this episode, they’ll explore:How to balancing a culture of trust with vigilancePhishing attempts and how they’ve evolvedThe biggest security gaps in managing remote or hybrid employeesBehaviors employees can adopt to reduce riskAnd more!Join us to hear this intriguing discussion on security awareness in the modern world. Then, be sure to listen in next week to hear about psychological safety in the workplace.Connect with us:Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial
- Jul 22, 202620 min
Economic Update with Scott Wood and Tim Sustak
It’s that time again! The July FOMC meeting will take place next week, and we’re bringing you a new economic update on this episode of Financial Minds: Meet the Experts.Joining Jaime are our economic experts, Scott Wood, SVP/chief investment officer, and Tim Sustak, SVP/chief treasury officer. Listen in as they share their thoughts on how the upcoming meeting could impact credit unions.Together, they’ll explore:New leadership expectations and key economic indicators to watchWhat the Fed’s biggest challenges are right nowThe potential impact a new FOMC chair could have on monetary policyEconomic trends that credit unions leaders should have on their radarAnd more!Listen in to hear Scott and Tim on this week’s economic update. Then, don’t forget to watch our FOMC Update with Tim following next week’s meeting!Connect with us:Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial
- Jul 1, 202635 min
Risk to Results: TCT Risk Solutions
Staying competitive while managing risk is a balancing act, but with our newest partnership and suite of solutions, we can bring stability to the uncertainty.In this episode of Financial Minds: Meet the Experts, Jaime meets with Randy Thompson, president/CEO of TCT Risk Solutions; Tim Sustak, SVP/chief treasury officer for Vizo Financial; and Josh Faith, the Corporate’s lending services and treasury director, to discuss the power behind our partnership and how you can improve your credit union’s financial position while minimizing risk.Join the conversation as they discuss:The origins and goals of the partnershipAn overview of the TCT suite of solutionsThe biggest operational challenges credit unions face and how TCT Risk Solutions combats themAnd more!Listen now to learn more about the TCT suite of services and how it can move your institution from reactive risk mitigation to proactive, data-driven results!Connect with us:Vizo Financial: www.vfccu.orgLinkedin: https://www.linkedin.com/company/vizo-financial/
- Jun 24, 202627 min
Uncovering Intelligence: Vertice AI
The way credit unions can leverage data is constantly evolving, and Vertice AI is a prime example. In this episode of Financial Minds: Meet the Experts, Jaime meets with Mitch Rutledge of Vertice AI and Michal Parker of MTC FCU to discuss this powerful AI-driven solution and how it can uncover opportunities to better engage new and existing members.Listen in to hear about how MTC FCU is currently using Vertice AI to improve member relationships, as well as operations, and what credit unions should know as they begin exploring the use of AI solutions for their own organizations.Join the conversation as they discuss:An overview of Vertice AI and it’s capabilitiesWhat led MTC FCU to choose the Vertice AI solutionThe concerns of implementing AI and how Vertice AI addresses themAnd more!Tune in to learn about the Vertice AI solution and hear one credit union’s first-hand experience with this innovative member growth technology! Connect with Us:Website: www.vfccu.orgLinkedIn: www.linkedin.com/company/vizo-financial
- Jun 17, 202622 min
CUltivate AI with Phillip Autrey
Artificial intelligence is a rapidly transforming industries across the globe, and credit unions are no exception. In this episode of Financial Minds: Meet the Experts, Jaime sits down with Phillip Autrey from CUltivate AI to discuss their AI platform specifically designed for the credit union industry.Tune in to learn how CUltivate AI was developed to address the unique challenges credit unions face and help organizations improve efficiency, enhance member service and support smarter decision-making.Join the conversation as they discuss:The mission of CUltivate AIWhat challenges or opportunities inspired CUltivate AIExamples of how CUltivate AI can improve operational efficiency And more!Whether you’re exploring AI for the first time or looking for ways to leverage innovative technology, listen in to gain valuable insight into how credit unions can prepare for the future. Connect with Us:Website: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial
About Financial Minds: Meet the Experts
Welcome to Vizo Financial 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 Corporate CU) or on our website (www.vfccu.org)!
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