Financial Minds: Meet the Experts
Financial Minds: Meet the Experts
Podcast Description
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 Corporate CU), Instagram (@vizofinancial) or on our website (www.vfccu.org)!
Podcast Insights
Content Themes
The podcast covers a range of topics relevant to credit unions, such as fraud prevention strategies, economic updates, the importance of diversification in investment portfolios, effective leadership practices, and the impact of technological advancements on financial services. Recent episodes include discussions on the implications of deepfake technology in fraud, updates to ACH rules, and an exploration of Vizo Financial’s Empowerment Grants Program aimed at enhancing financial wellness.

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 Corporate CU) or on our website (www.vfccu.org)!
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.
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.
Together, they share:
· What ALM is and why it’s important to credit union success
· Collaborating with the investment team to support credit unions
· How they assist with liquidity risk
· Advice on the budgeting process
· And more!
Tune in to hear our ALM team on this week’s episode! As always, make sure to listen in next week as we continue our meet the team series!
Connect with us:
Vizo Financial: www.vfccu.orgLinkedIn:www.linkedin.com/company/vizo-financial

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