Credit Union Connection

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Vizo Financial Holding 2022 Financial Conference in Charlotte, N.C.

Vizo Financial is once again hosting its biggest financial event of the year, the 2022 Financial Conference, at The Ballantyne Hotel in Charlotte, N.C. on September 14-16, 2022. Attendees are invited to join the Corporate in the Queen City for this three-day event, featuring educational sessions presented by industry experts and networking opportunities.

 Vizo Financial has lined up the following experts to speak at the event:

 Alex Anderson, Raymond James

·. Jay Bryson, Wells Fargo Securities

·      Justin Conrey, CU Business Group

·      Chris Lomas, Truist

·      Chuck Purvis, Coastal FCU

·      Jim Vogel, FHN Financial

·      Patti Wubbels, Strategic Resource Management

 “We are so excited to be back in-person this year. 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 Jaime Agostino, marketing and business development director for Vizo Financial. 

 From interest rate strategies to cryptocurrency and the impact of the political landscape on credit unions to the economic outlook for the rest of 2022, Vizo Financial has a plethora of topics and educational sessions planned for attendees, along with the beloved golf and spa packages!

 Attendees will have the option to add on a relaxing spa treatment at The Ballantyne Hotel or golf. For those who are unable to attend the conference in person, Vizo Financial will offer an on-demand ticket which will include recordings of the sessions that will be provided after the live event. Those interested in the event can find more information about both options on the Vizo Financial website at www.vfccu.org