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


Greensboro, N.C. (July 15, 2022) – 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

“There is no denying that the past few years have been challenging for credit unions,” said Fred Eisel, chief investment officer for Vizo Financial, “which is why it’s so vital to us to have the opportunity to gather with credit unions and bring them relevant financial information they need to continue to operate effectively and successfully. And of course, we believe there’s no better way to do that than through our annual Financial Conference. The topics we have planned for this year are some of the most talked about topics in the financial industry, and we know they’ll be of benefit to attendees.”

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 1,200 credit unions in the U.S. and Canada. Vizo Financial provides money management, payments, core processing and education solutions. For more information, please visit

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