GREENSBORO, N.C.–Vizo Financial is reporting its 2025 Financial Conference is set to offer an “outstanding lineup” of expert speakers.
The meeting, scheduled for Sept. 10-12, will offer attendees the opportunity to learn from industry experts from Bloomberg, Wells Fargo and other top-tier institutions, Vizo stated.
The three-day event, which will be held at The Omni Grove Park Inn in Asheville, N.C., will offer conference participants networking opportunities and CPE credits, in addition to pertinent education sessions that will “equip attendees with implementable strategies,” it said.
The Presenters
The speakers will include:
- Nicole Cervi, Wells Fargo
- Winnie Cisar, CreditSights
- Justin Conrey, CU Business Group, LLC
- Ira Jersey, Bloomberg Intelligence
- Juliya Kofman Greenfield, RKL LLP
- Chris Lomas, Brean Capital, LLC
- Hunter Meisenheimer, Raymond James
- Andrew Morris, Americas CU
- Barry Pelagatti, RKL LLP
- Caroline Vahrenkamp, Filene Research Institute
‘Engaging Growth’
“This year’s conference provides engaging growth and learning opportunities,” Scott Wood, SVP/chief investment officer, said in a statement. “As we were preparing for this conference, we organized a strong lineup of speakers to present on timely topics that credit unions are currently experiencing. I believe we’ve put together a top-notch financial education experience where attendees can gain insights and tangible benefits for the remainder of the year and into 2026.”
Vizo said educational sessions during the three-day event will cover a multitude of “pressing financial topics,” including interest rate and loan performance strategies, economic and regulatory updates, investment and bond opportunities and much more.
‘Stunning Setting’
Additionally, the conference will feature spa, golf and electric bike tour activities, valuable networking opportunities, CPE credits “and, of course, a stunning mountain setting,” it added.
“Our 2025 Financial Conference is set to be our best yet,” Jaime Agostino, VP, sales, marketing and education, said in a statement. “We’re excited to be welcoming first-rate presenters who will provide our attendees with valuable insights and practical action items that they can bring back to their institutions. Overall, we’re thrilled to be taking this event to new heights, offering exemplary, engaging education opportunities for credit unions.”
How to Get Additional Info
For additional info, visit the registration site. The deadline to register for this conference is August 29, and the hotel block deadline ends August 6.
