Vizo Financial’s first-ever virtual financial conference receives rave reviews

GREENSBORO, NC (September 28, 2020) — It was a first for Vizo Financial, as they held their first-ever virtual Financial Conference from September 16-18, 2020. The conference was held virtually due to restrictions from COVID-19 and to ensure the safety of the attendees, speakers and staff.

There were still many familiar features to the conference though, with the event spanning three days, featuring educational sessions as presented by industry experts and opportunities for networking (despite the distance).

The conference hosted six expert speakers from a variety of renowned financial and credit union-industry organizations, including:

  • Lori Carmichael, Doeren Mayhew
  • Owen Cole, Jr., NCUA
  • Orrin Edwards, Raymond James
  • Troy Hall, South Carolina FCU
  • Scott Huffmon, Winthrop University
  • Chris Low, FHN Financial

Education sessions over the three days covered the impacts of the economy and political landscape, engagement and cohesion, accounting and finance in the time of COVID, a CEO roundtable and regulatory update. In addition, a virtual networking event was held on the evening of September 16 to foster casual discussions on sports, food/beverage/travel and trivia.

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, take notes, download PDFs, customize their agendas and participate in games.

“Even though this year’s Financial Conference was virtual, it still hit the mark on financial education for credit unions and allowed us to keep safety top of mind,” said Fred Eisel, chief investment officer for Vizo Financial. “We definitely missed being all together, but the format of the sessions, the speakers and the camaraderie of everyone in attendance made for an event that was enjoyable all around.”

And according to the attendees, the feeling was mutual. Here are some things attendees had to say about the virtual Financial Conference:

“Thank you for a very informative conference.”
“Very well organized, like all your events. Thank you!”
“Loved the attention to detail (specifically the snacks), as always!”
“Virtual conference was a success!”

The 2021 Financial Conference will be held on September 15-17, 2021, and is tentatively scheduled to be held at the Ballantyne Hotel in Charlotte, N.C.

Fred Eisel

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 is part owner of the consortium, Aptys Solutions, LLC. Vizo Financial provides money management, payments and core processing services for credit unions. For more information, please visit


Cheryl Johnson
Cheryl Johnson PR
(913) 488-2710

More News