Financial Minds: Meet the Experts

Welcome to Vizo Financial Corporate CU's podcast, Financial Minds: Meet the Experts. Our goal with this podcast is to gather experts inside the corporate along with out partners to ask them credit union related questions about what's going on in the financial industry, as well as relevant questions about the products and services we have to offer. We see this as another way to provide education to our member credit unions through a different platform; one they can access on their drive to work or on their lunch break or whenever they can. Connect with us on LinkedIn (Vizo Financial Corporate CU) or on our website ( www.vfccu.org )!

Financial Minds: Meet the Experts is a business podcast hosted by Unknown Host, with 72 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Financial Minds: Meet the Experts, a business show with 72 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #175

  Business Continuity and Operational Resilience

  Aug 19, 202628 minS5

  We’ve all had the unfortune experience of facing disruptions, whether that be third-party risk, cyber incidents or other unexpected events. On this episode of Financial Minds: Meet the Experts, we dive into business continuity and operational resilience to help credit unions deal with these disruptions. Joining Jaime is Dan Poucher from Wolfe and Company to discuss the difference between business continuity and being truly resilient. Together, they’ll go over: The expectations for organizational resilience vs. traditional business continuity Common gaps between having a plan and being resilient Encouraging collaboration to build resilience Which threats organizations should be prioritizing And more! Don’t miss this in-depth discussion on building operational resilience within your financial organization! Connect with us: Vizo Financial : www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

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  Episode #174

  Financial Elder Abuse

  Aug 12, 202625 minS5

  Fraud is everywhere. Protecting our institutions, as well as our members, from as much fraud as possible is a top priority for all credit unions. On this episode of Financial Minds: Meet the Experts, we wanted to shine a spotlight on financial elder abuse and what we can do to prevent it. Joining Jaime is Cindy Hagan, VP, compliance and fraud risk, to explain how this fast-growing form of elder mistreatment is affecting millions of older adults – and costing billions of dollars –each year. Together, they’ll discuss: Why financial elder abuse goes unreported The differences between standard fraud and financial elder abuse Red flags staff should watch for How mandatory reporting obligations have changed And more! Listen in to this week’s episode to hear this in-depth conversation on financial elder abuse. Next week on the podcast, watch for our episode on business continuity and operational resilience. Connect with us: Vizo Financial : www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

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  Episode #173

  Psychological Safety in the Workplace

  Aug 5, 202621 minS5

  Fostering a safe and respectful environment that builds trust is not only how we maintain relationships with members, but also how we support those doing the work behind the scenes. On this episode of Financial Minds: Meet the Experts, we talk about psychological safety and its importance in the workplace. Joining Jaime are Jeanne Heath, director of cultural engagement and learning, and Melanie Lambie, senior human resources generalist, to discuss organizational leadership, psychological safety and the role they play in creating a supportive environment. During this episode, they’ll explore: Ways to prioritize psychological safety and mental health Signals leaders can look out for from their employees How leadership behaviors can influence mental health Tools and practices to reinforce psychological safety And more! Catch this week’s episode, then don’t forget to tune in next week as we take a closer look at financial elder abuse. Connect with us: Vizo Financial : www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

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  Episode #172

  Security Awareness with Mike Bechtel

  Jul 29, 202628 minS5

  Credit unions are built on trust, but in today’s cybersecurity landscape, trust alone isn’t enough to keep you safe. On this episode of Financial Minds: Meet the Experts, we dive into the importance of security awareness and how fostering a culture of vigilance can help protect your credit union from cyber threats. Joining Jaime is Mike Bechtel, Vizo Financial’s information security director, to discuss why people remain the first line of defense and share practical insights to help credit unions better protect their employees, members and sensitive information. During this episode, they’ll explore: How to balancing a culture of trust with vigilance Phishing attempts and how they’ve evolved The biggest security gaps in managing remote or hybrid employees Behaviors employees can adopt to reduce risk And more! Join us to hear this intriguing discussion on security awareness in the modern world. Then, be sure to listen in next week to hear about psychological safety in the workplace. Connect with us: Vizo Financial : www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

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  Episode #171

  Economic Update with Scott Wood and Tim Sustak

  Jul 22, 202620 minS5

  It’s that time again! The July FOMC meeting will take place next week, and we’re bringing you a new economic update on this episode of Financial Minds: Meet the Experts. Joining Jaime are our economic experts, Scott Wood, SVP/chief investment officer, and Tim Sustak, SVP/chief treasury officer. Listen in as they share their thoughts on how the upcoming meeting could impact credit unions. Together, they’ll explore: New leadership expectations and key economic indicators to watch What the Fed’s biggest challenges are right now The potential impact a new FOMC chair could have on monetary policy Economic trends that credit unions leaders should have on their radar And more! Listen in to hear Scott and Tim on this week’s economic update. Then, don’t forget to watch our FOMC Update with Tim following next week’s meeting! Connect with us: Vizo Financial : www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

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