|L-R (clockwise): Jane McGonigal, Chief Creative Officer of SuperBetter Labs; Luke Williams, Executive Director of the Berkley Center for Innovation and Entrepreneurship at NYU Stern School of Business; Neil Goldman, Senior Partner of Goldman Consulting and Strategy; and Teddy Goff, Co-Founder of Precision Strategies and former Digital Director for the "Obama for America 2012" campaign|
'REACH' COMING TO SAN FRANCISCO
updated 06/25/13 05:02 PM
2013 Annual Meeting and Convention
The California and Nevada Credit Union Leagues' 2013 Annual Meeting & Convention—entitled "REACH"—is coming to San Francisco on Oct. 28-30!
Held at the Hyatt Regency in the heart of San Francisco's Embarcadero Center, REACH will facilitate a powerful discussion of the top innovation trends, transformative technologies, and new business models that are reshaping the credit union industry.
Participants will be inspired to "REACH Up, REACH Out, and REACH Deep" as they gain valuable insights from some of the industry's most forward-thinking leaders, engage in relevant educational sessions about important industry fundamentals, and exchange ideas and strategies.
The following speakers are scheduled to speak at the Annual Meeting & Convention:
Jane McGonigal, Ph.D. World-renowned transformational leader and one of Business Week’s “Top 10 Innovators to Watch", Jane McGonigal is a creator of alternate-reality games that are designed to improve real lives and solve real problems.
She has consulted and developed internal game workshops for more than a dozen Fortune 500 and Global 500 companies, including Intel, Nike, Disney, McDonalds, Accenture, Microsoft, and Nintendo.
Teddy Goff Teddy Goff is the co-founder of Precision Strategies and former digital director of the Obama for America 2012 campaign that raised more than $690 million dollars, gained 78 million in Facebook and Twitter followers, and registered more than a million voters online. Goff’s proven strategies have helped mobilize organizations to generate profits more efficiently.
Neil Goldman, Ph.D. Neil Goldman, senior partner of Goldman Consulting & Strategy, is a credit union visionary with decades of experience working with credit union leaders to implement strategies that maximize membership service and operations.
Luke Williams Leading consultant, author, and educator specializing in disruptive innovation, Luke Williams has worked with power brands such as American Express, Virgin, Disney, and Hewlett-Packard to transform their businesses with new innovations, helping them stay competitive and relevant in an ever-changing world.
About the hotel Hyatt Regency San Francisco 5 Embarcadero Center San Francisco, CA 94111 Reservations: 888-421-1442
Take advantage of special Annual Meeting & Convention room pricing of $263/night!
SHARED CEO MODEL AND SMALL CUs updated
07/01/15 11:51 AM
CEO Jon Hernandez Shares Insight
Mattel FCU, Calcom FCU, and Nikkei CU CEO Jon Hernandez is armed with the task of running three credit unions as independent institutions, complete with their own memberships and boards. However, a savvy business man and leader, Hernandez takes advantage of economies of scale and shared resources when it makes.
CUES HONORS INSTITUTE GRADS updated
07/01/15 03:11 PM
Four from CA CUs
Four leaders from California credit unions are recent grads of the CUES Governance Leadership Institute: John Buttril, director at Xceed Financial CU; Edward Fujimoto, Supervisory Committee chair at California CU; Norma Iadevaia, board chair at University CU; and David Ostash, board chair at AltaOne FCU. A total of 39 credit union board members and executives from around the country graduated, each earning the distinguished Certified Credit Union Director (CCD) designation.
LATEST ‘MEMBERS FIRST IN ACTION’ updated
06/30/15 11:02 AM
Q2 2015 Activities from the Leagues
In this Members First In Action update, we recap the second quarter and year-to-date benefits extended to your credit union as a valued member of the California and Nevada Credit Union Leagues and Credit Union National Association (CUNA).
Congress Out, Meet with CU Leaders updated
06/30/15 10:25 AM
Southern California Credit Union Leaders Meet with Long Beach Representative Alan Lowenthal
With Congress in their districts for the 4th of July Recess, credit union leaders are at work with our congressional delegation. Today, leaders from Long Beach and Orange County met with Rep. Alan Lowenthal (D-Long Beach) at LBS Financial Credit Union. Congressman Lowenthal is a long time credit union supporter — he also told the group that he has been a member of LBS Financial CU for more than 46 years!
O.C. ECONOMIC FORECAST updated
06/30/15 09:30 AM
Local Conditions Gain Momentum
Picture this: It’s January 2017. Seven years into the recovery, your local Orange County economy has found a sweet spot among California and the United States. It’s humming along nicely—not too slow, not too fast. And the past two years? Smooth sailing.
NCUA BANS PERIODIC MEM. FEES updated
06/26/15 07:44 AM
FCUs May Not Charge Periodic Fees
The National Credit Union Administration (NCUA) announced that federal credit unions cannot charge periodic membership fees, according to a letter to the American Bankers Association.
LEAGUES SUPPORT RBC STUDY ACT updated
06/26/15 02:09 PM
Submits Letter to Representatives
On June 25, California and Nevada Credit Union Leagues CEO Diana Dykstra sent a support letter to representatives Stephen Fincher (R-TN) and Dennis Heck (D-WA), the authors of H.R. 2769, the Risk Based Capital Study Act.
CA CUs GAIN MORT. MARKET SHARE updated
06/23/15 11:11 AM
Noticeable Rise Since 2009
California is no exception to the rule as credit unions nationwide continue gaining substantial market share in the competitive space for first mortgages—a trend beginning six years ago on the heels of the financial crisis.
TILA/RESPA NEW RULE DELAYED updated
06/17/15 03:05 PM
Postponed until Oct. 1, 2015
The California and Nevada Credit Union Leagues confirmed with the office of Congressman Brad Sherman: "Richard Cordray, Director of the Consumer Financial Protection Bureau has heard from many that want to delay the effective date, or at least the rigorous enforcement of, the new TILA/RESPA form known as the TILA/RESPA Integrated Disclosure (TRID) form. He has reported that he will be delaying the effective date until Oct. 1, 2015. This is partly due to some internal details and partly due to many of us that saw the need for a delay.”
BILL ADOPTS CUNA/CU RBC CONCERNS updated
06/17/15 03:01 PM
NCUA Makes Proposal Revisions
Language was adopted today by the House Appropriations Committee via voice vote that reflects the concerns the Credit Union National Association (CUNA) and credit unions have regarding the National Credit Union Administration’s (NCUA) effort to impose a risk-based capital (RBC) guideline for credit unions
CU LEADERS PUSH DATA SECURITY IN CA updated
06/16/15 11:11 AM
'Connect For The Cause' a Success
More than 3,000 letters from credit union supporters were sent to California state legislators last week in support of Assembly Bill 83 (AB 83).
GREAT TIME TO BE A CREDIT UNION? updated
06/16/15 09:36 AM
Conference: Employees, Millennials, and More
Is it a great time to be associated with credit unions? Based on yesterday’s gathering of leaders in the industry, the answer is an overwhelming “yes”—but with a caveat.
NCUA TO DISCUSS PROPOSED MBL RULE updated
06/12/15 03:06 PM
Other Important Agenda Items Scheduled
The National Credit Union Administration board has a full agenda scheduled for its June 18 meeting, with a proposed member business lending (MBL) rule slated for discussion.
VISA: CUs CAN NAME RETAILERS updated
06/11/15 09:40 AM
Leagues’ Set the Record Straight
Visa has responded to the Leagues’ written inquiry to Visa whether or not credit unions are able to name retailers when reissuing payment cards, following a data breach. Visa clarified there is neither a rule or nor contractual obligation that requires financial institutions to withhold the name of a breaching retailer.
DIVERSITY STANDARDS ISSUED FOR FIs updated
06/10/15 10:49 AM
Regulators Issue Diversity Standards
policy statement establishing joint standards for assessing diversity policies and practices of the institutions they regulate." rows="5" cols="100" WRAP="physical">The National Credit Union Administration (NCUA) and federal banking regulators Tuesday issued their final interagency policy statement establishing joint standards for assessing diversity policies and practices of the institutions they regulate.
DATA BILL HEADS TO CALIFORNIA SENATE updated
06/09/15 10:14 AM
Committee to Review AB 83
The California Credit Union League is advocating for Assembly Bill 83 (AB 83)—data security legislation at the state level which has already passed the California State Assembly with overwhelming support. It is now headed to the Senate Judiciary Committee for its first hearing.
CO-OP SHARED BRANCH SURPASSES 5,300 updated
06/09/15 10:10 AM
More Than Bank of America
With 5,341 branches, CO-OP Shared Branch is now the nation’s third largest network of financial institution branches, according to data drawn from the FDIC—surpassing Bank of America’s 5,244 branches.
CUs CAN IDENTIFY RETAILERS IN BREACH updated
06/09/15 08:46 AM
MasterCard Clears Misconception
Electronics payment network MasterCard has responded to an inquiry by Diana Dykstra, president and CEO of the California and Nevada Credit Union Leagues, regarding whether credit unions can identify a merchant responsible for a data breach, and if such action is rule- bound or under contractual obligation.
CONSUMER COMPLAINT PROCESS IMPROVED updated
06/09/15 06:09 AM
Also, NCUA Town Hall Webinar
The National Credit Union Administration (NCUA) has issued Letter to Credit Unions 15-CU-04, which describes recent changes to streamline the agency’s consumer complaint handling process.
CA CU Leaders Meet Officials updated
06/03/15 04:27 PM
Credit Union Leaders Visit Elected District Officials
In California this week, credit union leaders in Northern and Southern regions continued ongoing advocacy efforts of cultivating relationships with elected officials.
NEVADA BILLS HIGHLIGHT CU SUCCESS updated
06/02/15 11:16 AM
State Legislature Adjourns
With the Nevada Legislature adjourning for the 2015 legislative session, the Nevada Credit Union League reports it was a successful year for credit unions.
CREDIT UNIONS HIT RECORD DEPOSITS updated
06/02/15 09:30 AM
California Leads the Way
California credit unions most likely hit a record in deposits—nearly $132 billion—as credit unions nationwide reported more than $1 trillion in these accounts as of the first quarter this year.
CUs BOOST LENDING, INVESTMENTS updated
06/02/15 02:57 PM
Loan Delinquencies Fall NCUA Reports
According to the National Credit Union Administration (NCUA), federally-insured credit unions focused more on lending and less on investments to generate income during the first quarter of 2015.
GRASSROOTS RECAP: FIRST HALF OF 2015 updated
05/26/15 10:56 AM
California CUs Reach Out to Legislators
It’s evident California and Nevada credit union leaders have been active during the first half of 2015 in reaching out to state and federal legislators on both sides of the aisle to reinforce the credit union philosophy, including several district meetings, annual events, and visits to offices.