Vizo Financial’s 2024 Financial Conference had record-breaking attendance, receiving glowing reviews from those who attended.

On September 11-13, Vizo Financial set a record for the number of credit union attendees joining them at the Omni Grove Park Inn in Asheville, N.C. for educational sessions presented by industry experts and plenty of opportunities to network with their peers.

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

• Will Compernolle, FHN Financial

• Conrad DeQuadros, Brean Capital, LLC

• Matt Harris, Hilltop Securities Inc.

• Scott Huffmon, Winthrop University

• Kirk Malmberg, FHLB Atlanta

• John Murnane, Doeren Mayhew

• Frank Santucci, Stifel Nicolaus

• John Toohig, Raymond James

• Anthony Volpe, Vertice AI

“This year’s conference was a great event,” said Scott Wood, SVP/chief investment officer for Vizo Financial. “When we were deciding on speakers and topics for the conference, we wanted to ensure we were offering sessions on topics that were relevant to the issues credit unions are currently facing. I believe we accomplished that, and our attendees were able to gain insights from these sessions that will be beneficial for them throughout the remainder of 2024.”

Education sessions over the three days covered investment portfolio and interest rate strategies for credit unions, an accounting and economic update, the FHLB 100, a look at the political landscape and so much more. 

“Our 2024 Financial Conference was a resounding success,” said Jaime Agostino, VP, sales, marketing and education. “Not only were we, once again, pleased with the venue, but the speakers were engaging and provided valuable insights to our attendees, and our attendees had great things to say about their conference experience. All in all, we were very pleased with the 2024 Financial Conference turnout, and we’re excited for next year’s conference.” 

Here’s what attendees had to say about their experience at this year’s Financial Conference:

“Thank you for hosting this great event. I look forward to next year and will promote to other CU[s] in my area.” – Larry Wagner, Community First Fund FCU

“Great relevant topics. Beautiful venue and activities. Great networking.” – Kelly Soety, Corry FCU

“Amazing Conference! Great Job, Vizo [Financial]” – Elba Arenas, MC Federal Credit Union

“Another fantastic Vizo Financial Conference wrapped up at the stunning [Omni] Grove Park Inn. It was a pleasure reconnecting with familiar faces and meeting new colleagues. So much valuable insight to take away from this experience!” – Darrell Tyler, Richmond Heritage FCU

The 2025 Financial Conference will be held on September 10-12, 2025, at the Omni Grove Park Inn in Asheville, N.C.