ASHEVILLE, N.C. – Vizo Financial has wrapped up its 2025 Financial Conference here.
Vizo reported it drew a record number of credit union attendees to the event at the Omni Grove Park Inn in Asheville, N.C. The conference centered around education sessions led by industry experts, several networking opportunities and fun activities including an electric bike tour, spa sessions and golf, the company said.
According to Vizo, several renowned financial and credit union-industry organization speakers led conference sessions this year, including:
- 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, America’s Credit Unions
- Barry Pelagatti, RKL LLP
- Caroline Vahrenkamp, Filene
‘Resounding Success’
“The 2025 Financial Conference was a resounding success,” SVP-Chief Investment Officer Scott Wood said in a statement. “We had a solid lineup of speakers from some of the industry’s top experts. They provided relevant insights to consider and key takeaways that conference attendees can implement in real-time at their organizations.”
During the three-day event, session topics covered credit union business lending practices, managing interest rate exposure, fixed income trends, navigating NCUA requirements and more, it said.
The 2026 Financial Conference will be held on Sept. 16-18 at the Omni Grove Park Inn.
