Vizo Financial’s 2019 Financial Conference is a hit

GREENSBORO, NC (September 20, 2019) — No one-hit wonder here! Vizo Financial’s 2019 Financial Conference, which was held on September 11-13, 2019, at the Ballantyne Hotel in Charlotte, N.C., marked another rousing success for the Corporate!

The educational conference, which focuses on all things financial, is an annual event that attracts credit union staff from all over the East Coast. This year, there were more than 140 attendees from 50+ credit unions.

Education sessions focused on many hot topics surrounding financial management, covering the economy, the future of ALM, portfolio strategies, commercial services, CECL, credit union bank acquisitions, financial policies, and regulatory updates from the NCUA. And who better to provide the education than this group of financial experts from some of the most well-known financial organizations in the industry:

  • Jerry Clark, ZM Financial Systems
  • Tom Fay, NCUA
  • John Herrmann, MUFG Securities Americas Inc.
  • Chris Leggett, LGE Community CU
  • Larry Middleman, CU Business Group
  • Ed Mills, Raymond James
  • Mike Mucilli, CU Business Group
  • Steve Twersky, FTN Financial
  • Joel Updegraff, SunTrust Robinson Humphrey
  • Mike Umscheid, ARCSys

In addition to the education, attendees also enjoyed down time to explore the Ballantyne Hotel’s luxurious amenities, including relaxing spa treatments and the world-class golf course. There were also lots of networking opportunities, as well as evening dinners and a reception.

And this year’s event was extra special with the Financial Conference mobile event app! From the app, attendees could personalize their schedules, interact with other attendees, download presentations, view speaker information and even play an in-app game that won one credit union employee free registration to the 2020 conference!

“The Financial Conference is one of our biggest events of the year and we do our best to make sure everything is top notch, from the education and the speakers to the food and just the whole entire experience,” said Fred Eisel, chief investment officer for Vizo Financial. “After we had to cancel the 2018 event because of the hurricane, we knew that this year’s conference had to be extra special, and I think we were able to achieve that for our credit unions, especially with the introduction of our mobile app.”

“Throughout the conference, we received a lot of positive comments and we’re ecstatic that we could give the credit unions an event that is as enjoyable and rewarding as it is educational,” said Vizo Financial’s president, David Brehmer.

Vizo Financial would like to thank all the attendees, speakers and participants for making this Financial Conference such a big hit.

Next year’s Financial Conference will be held on September 16-18, 2020, at the Ballantyne Hotel and Resort in Charlotte, N.C.

Fred Eisel.

David Brehmer.

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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