It’s risk gone virtual at Vizo Financial’s 2021 Risk Management Conference

GREENSBORO, NC (April 21, 2021) — Vizo Financial took risk virtual for credit unions at their 2021 Risk Management Conference on April 14-16, 2021. The conference was held entirely online, where risk management and credit union management staff gathered for three days of education, expertise and fun activities, despite not being in person.

Attendees included CEOs, IT professionals, compliance and risk officers, operations specialists and more. There were also nine expert speakers from a variety of renowned risk management and credit union-industry organizations, including:

  • Michael Berman, Ncontracts
  • Randy Coneby, Risk to Reward (R2R)
  • Mark Clarke, Vizo Financial
  • Laura Faulkner, Deloitte
  • Adam Hart, Charles River Associates
  • Timothy Hoy, Mette, Evans & Woodside
  • Brian Knight, NASCUS
  • Randy Marsicano, WolfPAC Solutions
  • Ed Wilson, Venable

Education sessions over the three days covered marijuana banking, IT audits, cryptocurrency, vendor accountability, reporting ERM to the boardroom, cyber threats facing credit unions, incident response and a tabletop exercise. In addition, two virtual networking events were held for attendees including a wine tasting with Laurie Foster, The Wine Coach, and chocolate tasting with The Hershey Story.

As the event was virtual, the event app played a huge role in helping attendees connect and learn through the conference. The app was an all-in-one place for attendees to network, access the sessions and materials, and participate in games for a grand prize of half off the 2022 Risk Management Conference.

“This is the first year we’ve held our Risk Management Conference virtually, and we were pleased to be able to still bring a high level of risk education to our credit union community,” said Jaime Agostino, director of marketing and business development for Vizo Financial. “With the collection of expert speakers we were able to gather to discuss real-world risk situations, along with fun-filled activities that brought attendees together, it was a well-rounded event that balanced the education and networking opportunities in a virtual environment.”

Attendees had many positive things to say about the virtual Risk Management Conference, including:

“All of the sessions were timely topics with knowledgeable presenters. Presentation materials were very valuable.”

“This is the first time I have attended a Vizo Financial conference.  The conference was well-organized. Also enjoyed the moderator keeping the conference sessions on time. I am looking forward to next year’s conference!”

“Great conference and thanks for everything everyone did at Vizo (Financial), as it takes a ton to plan and organize such an event.”

“Will go again and recommend to others. Thank you!”

Vizo Financial extends its thanks to the speakers, attendees and corporate staff for making the virtual Risk Management Conference a huge success.

Jaime Agostino

About Vizo Financial Corporate Credit Union

Vizo Financial Corporate Credit Union’s goal is to drive credit union success through proven EXCELLENCE, unmatched EXPERTISE and engaged PARTNERSHIPS. It is a state-chartered corporate credit union that serves CUSOs, leagues, chapters and more than 1,100 credit unions in the U.S. and Canada. Vizo Financial provides money management, payments, core processing and education solutions. For more information, please visit


Cheryl Johnson
Cheryl Johnson PR
(913) 488-2710

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