DON'T MISS THE SHAPIRO SUMMIT
updated 08/02/13 04:25 PM
Aug. 9-10 in Ontario, CA
There's still time for small credit unions to register for this year's Shapiro Summit from Aug. 9-10!
What's more: Shapiro Summit registrants can save $79 when also registering for the California and Nevada Credit Union Leagues' Annual Meeting and Convention from Oct. 28-30 in San Francisco, which will feature sessions and networking geard toward Shapiro Group credit unions.
This year's two-day Shapiro Summit is packed with valuable insights and sessions that drill down on topics that most interest you—from new ideas to improve loans and membership, to increasing products per member at your credit union:
Technology Trends for Shapiro Credit Unions—Brad Ganey, SVP/Chief Operating Officer, Catalyst Corporate FCU Learn the latest trends and issues surrounding mobile banking and payments.
Build Your Plan for Organic Membership Growth—Holly Herman, CEO, AchievingSkills.com Take a look at key elements needed for organic membership growth through additional fee income sources, and tips within existing technology to help you data mine your membership and recapture lost loans.
Strategic Risk-Based Lending Update—Diana Michaels, CEO of Western Healthcare FCU Discover what strategic risk-based lending strategies has done for Western Healthcare FCU’s bottom line, with data that supports the success of implementing a strategic risk-based lending strategy while protecting loan yield and assuring pricing strategy covers all costs.
Accounting Hot Topics—Michael Richards, CPA, Proprietor/Managing Associate of Richards & Associates, CPAs
See what’s ahead with the new accounting model for loan loss allowances and the possible impact on your credit union, plus other pressing issues facing Shapiro credit unions.
Legislative Update—David Creager, Manager of Grassroots Advocacy, California and Nevada Credit Union Leagues Get the latest news coming from state and national agencies, and their potential influence on the industry and your credit union.
CEO Roundtable—Diana Dykstra, President/CEO, California and Nevada Credit Union Leagues This open forum is designed exclusively for CEOs of member credit unions to discuss issues of importance to you.
Shapiro CU CEO Roundtable Friday, August 9, 1:30–5:30 p.m. Holiday Inn Ontario Airport **League member CEOs only
Networking Cocktail Reception Friday, August 9, 6–9 p.m. Holiday Inn Ontario Airport
Shapiro Summit Saturday, August 10, 8 a.m.–4 p.m. California Credit Union League Headquarters **Schedule and speakers are subject to change
SAN MATEO CU CEO TO RETIRE updated
08/29/14 04:49 PM
Barry Jolette Served 27 Years
San Mateo CU board of directors announced its CEO Barry Jolette will retire after 27 years of service. He has demonstrated a close dedication to the credit union movement through his various leadership roles on local, national, and international levels. He served as the California Credit Union League Chairman in 1996; and in 1997, he was elected to the Credit Union National Association board of directors and named its chair in 2001 (until 2003)..
NCUF RELEASES ANNUAL REPORT updated
08/29/14 02:44 PM
Activities From Last 12 Months
The National Credit Union Foundation (NCUF) released its 2013-2014 Annual Report, entitled “Improving People’s Financial Lives through Credit Unions.” The report highlights the organization's program and grant activities during the past 12 months.
WEEKLY E-FILING BILL SIGNED INTO LAW updated
08/28/14 02:18 PM
Will Streamline Reports for CUs
California Gov. Jerry Brown has signed Assembly Bill 2298, legislation that will allow financial institutions which hold local agency deposits to submit their weekly reports to the California Department of Business Oversight (DBO) electronically rather than through U.S. mail.
RMJ GOLF TOURNAMENT RAISES 41k updated
08/27/14 12:56 PM
Event Attracts Nearly 100 Players
The Richard Myles Johnson Foundation/CUNA Mutual Golf Tournament, held Aug. 18 at the Newport Beach Country Club in Newport Beach, CA, raised $41,000 for the state foundation for credit unions in California and Nevada.