Episode Details

Financial strength and stability is vital for credit unions to serve their members. On this episode of Financial Minds: Meet the Experts, we look behind the scenes at Vizo Financial’s accounting team and the critical role they play in helping the credit unions we serve have the financial support they need to succeed.

Joining Jaime are Mark Brown, SVP/chief financial officer; Deanna Swift, VP, accounting; and Margie Jones, controller, to talk about their responsibilities in posting and transaction management for our members.

They share:

· How to ensure timeliness and accurate data

· Ways they support transparency and trust across credit unions

· The difference in accounting for a corporate credit union vs. a natural person credit union

· The impact of regulatory requirements on team operations

· And more!

Listen in to hear from our accounting team on this week’s episode! Then, don’t miss next week’s episode as we continue our meet the team series!

Connect with us:

Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial