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Vizo Financial’s 2026 Financial Conference To Offer Valuable Industry Insights And Strong Education

By CU Today Staff —

GREENSBORO, N.C.—Vizo Financial will bring credit union leaders to Asheville, N.C., Sept. 16-18 for its 2026 Financial Conference, featuring a strong lineup of education sessions led by industry experts at The Omni Grove Park Inn.

During the three-day event, credit union attendees will have the opportunity to learn from industry experts at Raymond James, Wells Fargo and other top-tier institutions as they cover a multitude of pressing financial topics including interest rate strategies, economic and regulatory updates, investment and bond opportunities, stablecoin and much more, Vizo said.

“This year’s conference offers compelling educational opportunities,” said Scott Wood, SVP/chief investment officer for Vizo Financial. “In preparation for this conference, we wanted to organize a strong lineup of premier presenters to speak on relevant topics that are impacting credit unions today. I believe we’ve accomplished that goal and will provide a financial education experience where attendees can gain tactical knowledge for the remainder of the year and into 2027.”

Additionally, the conference will feature networking events; CPE credits; optional activities to include spa treatments, golf, a guided hike of Catawba Falls or Biltmore Estate tour; and, of course, a stunning mountain setting.

“We’re excited for this year’s Financial Conference, which will be an elite experience centered around education, entertainment and connection,” said Jaime Agostino, VP, marketing and education. “Our hope is that attendees leave with invaluable financial education, insights and action items that will be very beneficial to their institutions.”

Past conference attendees from last year’s event shared their praise, highlighting the benefits that credit unions will gain by attending the event:

To see the full agenda and learn more about the 2026 Financial Conference, visit the registration site. The deadline to register for this conference is Sept. 4, 2026, and the hotel block deadline ends Aug. 12, 2026.

Originally reported by CU Today.