|Caroline Casey, CEO of Kanchi and Founder of the O2 Ability Awards, addresses attendees during the opening general session of the California and Nevada Credit Union Leagues' 2013 Annual Meeting and Convention.|
SURPRISE SPEAKER INSPIRES ATTENDEES
updated 10/29/13 10:13 AM
Opening Day at Annual Convention
The audience got an explosive surprise during Monday's opening general session at the California and Nevada Credit Union Leagues' 2013 Annual Meeting and Convention, with O2 Ability Awards founder and Kanchi CEO Caroline Casey launching on stage to tell her tragedy-to-triumph story of overcoming personal insecurities and obstacles from being born legally blind.
"Be dangerous in dreaming," she told credit union CEOs, board members, executives, and others. "We can't control recessions, cancer, and other horrible events in life. But we can control our response. Please don't try to be someone you aren't."
Casey, an Irish immigrant, has dedicated the past decade of her life to changing how global society views people with disabilities. At Kanchi, she developed a set of best practices (based on ISO 9000 quality standards) for businesses to help them see "disabled" workers as an asset as opposed to a liability. Hundreds of companies have adopted those standards, changing their policies and attitudes.
"Nearly one billion people around the world have a disability, with more than $9 trillion in disposable income," Casey said. "As credit unions, you say you want to change people's lives. We're people too. You helped me start my financial life again, and I will never forget that."
Attendees were also greeted on stage by Leagues President and CEO Diana Dykstra and Credit Union National Association (CUNA) President and CEO Bill Cheney, both of whom reiterated the "Unite For Good" message that is empowering state leagues, CUNA, and credit unions to collaboratively work together to reach out to consumers and legislators in Congress and state capitols.
All day Monday, as well as Tuesday morning, credit union executives had the opportunity to get a "close up" with the convention's high-impact keynote speakers, as well as special guests from the credit union system, during the Executive Series, which is one of a few touch points brand new to this year's event. They included McGonigal; Teddy Goff, social media guru; Dr. Neil Goldman, a credit union visionary; Elizabeth Whitehead, director of NCUA's Region 5; Jan Owen, commissioner of the California Department of Business Oversight (DBO), and Mary Martha Fortney, President and CEO of the National Association of State Credit Union Supervisors (NASCUS).
Leo H. Shapiro Award and Other League Awards
During Monday's opening general session, Travis CU CEO Patsy Van Ouwerkerk received the Leo H. Shapiro Lifetime Achievement Award, the California Credit Union League's highest honor.
Named after Leo H. Shapiro, the father of California's credit union movement, the award recognizes Van Ouwerkerk's lifetime of contributions to the California credit union movement.
Past winners of the award gathered on stage with Van Ouwerkerk as she accepted the award and commented to the audience on how honored she feels to be involved in the California credit union movement.
On Tuesday morning, the Leagues' other award winners were recognized both privately at a special reception, as well as on stage in the general session. They included:
An Exciting, Eventful Kick-Off
Attendees made their rounds to a number of exciting venues, presentations, educational sessions, networking events, and yearly meetings all day Monday and throughout Tuesday morning of this year's convention, including:
Credit union CEOs, executives, board members, and other attendees from California, Nevada, Texas, Hawaii, and Alaska searched within themselves to "reach up, reach out, reach deep" as they explored innovative concepts, philosophies, and strategies to take back and transform their credit unions.
RMJ Foundation Donor Appreciation Gala
On Sunday evening, the Richard Myles Johnson Foundation held a Donor Appreciation Gala to recognize those who have supported the foundation this year (in lieu of its annual Beacon Awards Gala).
Those who attended from credit unions and other organizations were recognized for their contributions in helping make the Bite of Reality financial workshop successful—an ongoing initiative that creates a one-day real-life financial budgeting scenario for California and Nevada school kids, helping them venture into "the real world."
NEVADA CREDIT UNION LEADER PASSES updated
06/23/16 12:49 PM
More Information to Follow
The California and Nevada Credit Union Leagues received word that Doug Schwartz, President and CEO of Elko Federal Credit Union (EFCU), was struck by a car yesterday in Elko, Nevada and passed away early Thursday. Details are still being investigated.
TMG, CO-OP: BLOCKCHAIN STUDIES updated
06/22/16 02:45 PM
Help FIs Evaluate Opportunities
Three influential payments industry players–TMG, CO-OP Financial Services and Mercator Advisory Group–are making progress on their collective plan to create much-needed clarity around the potential for blockchain technology in the community financial institution industry.
CUs CONVERGE ON ECONOMY AND STRATEGY updated
06/20/16 03:00 PM
Forecast, Discussion, and Ideas
How can credit unions prepare for 2017 given so many "what if" scenarios on the economy, interest rates, labor force, household demographics, political environment, and consumers?
DIVERSITY: GOOD INVESTMENT FOR CUs updated
06/16/16 02:33 PM
Latest Issue of “The NCUA Report”
In the latest issue of the National Credit Union Administration’s (NCUA) monthly newsletter, an article by the Office of Minority and Women Inclusion outlines how diversity leads to better service, greater innovation and increased membership. These outcomes make credit unions stronger and more sustainable, and ultimately lead to greater strength for the entire credit union system.
CA CUs SURPASS $100B LENDING MARK updated
06/14/16 08:06 AM
Auto Market Under the Microscope
California credit unions just hit a record: they surpassed the $100 billion lending milestone for the first time ever, with used auto loans making a superstar appearance during this historical moment.
FEDERATION AND EQUIFAX PARTNER updated
06/13/16 02:48 PM
Launch Financial Capability Center
The National Federation of Community Development Credit Unions (Federation) and Equifax Inc. announced a partnership to build the Westside Financial Capability Center. The Center will provide the Atlanta Westside community with affordable banking, alternatives to payday loans, affordable home mortgages, and a suite of financial services designed to empower residents to achieve their financial goals. The search for a physical site has narrowed to several options that will allow the Center to function in coordination with Atlanta area credit unions, community stakeholders and service providers. Equifax has committed $450,000 through 2018 in support of the Center which is scheduled to open in early 2017.
TWO LARGE CALIFORNIA CUs TO MERGE updated
06/09/16 02:33 PM
N. Island Financial CU & Calif. CU
Two California credit unions—the $1.24-billion North Island Financial CU and the $1.6-billion California CU—announced plans to merge.
'JUNTOS AVANZAMOS' ADVANCES FORWARD updated
06/02/16 08:09 AM
Kinecta FCU Becomes 6th in CA
Kinecta FCU and its affiliate, NIX Neighborhood Lending, were recently recognized by the National Federation of Community Development Credit Unions and the California Credit Union League with the “Juntos Avanzamos” (Together We Advance) certification—a branding initiative helping credit unions become the preferred financial resource for local organizations serving underserved Hispanic immigrants.
MEETING WITH NCUA REGION V DIRECTOR updated
06/01/16 02:11 PM
Freed Committed to Fair Process
Today in Sacramento, local credit union leaders met with National Credit Union Administration (NCUA) Region V Director, Cherie Freed, who succeeds Liz Whitehead.
DEFENSE CREDIT UNION COUNCIL LIAISON updated
05/27/16 10:21 AM
McWatters Named to Represent NCUA
At the request of NCUA Board Chairman Rick Metsger, Board Member J. Mark McWatters will serve as the National Credit Union Administration’s liaison to the Defense Credit Union Council.The agency is committed to supporting service members and hiring veterans.
RMJ LAUNCHES 'BITE OF REALITY' APP updated
05/26/16 02:40 PM
Modernizes, Streamlines Program
The Richard Myles Johnson Foundation recently rolled out an app for its successful Bite of Reality program. The app— believed to be the first of its kind for a credit union-sponsored reality fair program—modernizes Bite of Reality, making it more relatable to young people.
DECISION ENGINE TECHNOLOGY updated
05/24/16 09:57 AM
Get The Most Out of Your Technology
May is an awkward month. It’s as if it is not sure exactly what it wants to be. Somedays in May are more like April; some are more like June. Perhaps that is where we got the word “May”-be? But, one thing that is certain about May is that it is the month of graduation ceremonies, and much like the month itself, graduates are at that awkward point in life, where the future is not quite certain.
MOUNTAIN WEST JOINS 'PLEXCITY' updated
05/23/16 03:22 PM
CU Association is 6th Shared Owner
Mountain West Credit Union Association is purchasing a shared-ownership stake in Plexcity for information technology, accounting/finance, and human resource solutions, adding to the Ontario, CA-based company’s unique story of growing collaboration between credit union trade associations since January 2015.
CONNECTING WITH MEXICAN IMMIGRANTS updated
05/19/16 10:29 AM
Matrícula Consular Online Seminar June 9
Lack of identification is one of the biggest barriers for Hispanic immigrants to access affordable financial services. RSVP for a Juntos Avanzamos online seminar on using the Matrícula Consular to reach unbanked Mexican immigrants. Learn how to use the Matricula Consular as a safe, effective way to open savings and checking accounts.
SUMMER IMPACT OPPORTUNITY FOR CUs updated
05/19/16 03:30 PM
$21M Toward Jobs For Young People
Federal government leaders are working hand in hand with local stakeholders to craft solutions that harness resources across multiple agencies in response to local needs and priorities. Since 2009, more than fifteen Federal agencies have launched dozens of initiatives and partnerships with over 1,800 rural, tribal and urban communities. Federal leaders are working across agency lines and offering hands-on support to build local capacity, provide expertise, and unlock resources to help community leaders achieve their goals.
'IT WAS THE RIGHT THING TO DO' updated
05/17/16 10:16 AM
CFO Professional of the Year
Most new ideas aren’t necessarily new, according to Susan Gruber. They are old concepts with a new twist, and they can have great potential.
WHY ONE SMALL CU RANKS BIG IN TECH updated
05/09/16 08:48 PM
Behind United Catholics FCU
No one was perhaps more surprised to learn her credit union ranked No. 1 on MagnifyMoney’s most recently published list of “most digitally savvy” U.S. credit unions than Lucy Sloan.
FINANCIAL CAPABILITY COLLOQUIUM updated
05/03/16 11:38 AM
Measuring Credit Unions' Impact
Nearly 30 leaders and professionals came together last week at the first Financial Capability Colloquium to discuss how to collectively and effectively measure the individual financial literacy efforts that their credit unions and organizations routinely implement within their communities, and how to use these measurements to tell a powerful story that will resonate with the public.
METSGER APPOINTED NCUA BOARD CHAIR updated
05/02/16 05:17 PM
Plus, CFPB on Arbitration and TRID
President Barack Obama has appointed National Credit Union Administration (NCUA) Vice Chairman Rick Metsger to be the ninth chairman of the NCUA Board of Directors, succeeding outgoing Board Chairman Debbie Matz, whose service ended April 30.
TV INVESTIGATION SPOTLIGHTS 'PACE' updated
05/02/16 02:39 PM
Protecting Consumers Becomes Crucial
A TV news station in Los Angeles has captured a clear example of consumer protection issues stemming from the “PACE” lending program (Property Assessed Clean Energy) in just one instance of how it is proving financially harmful to homeowners and credit union members across California.
'PACE' PASSES FIRST STATE COMMITTEE updated
04/26/16 08:48 AM
Congressman Sherman Gives Support
In a rare instance of federal and state legislative involvement, Assembly Bill 2693, authored by Assemblyman Matt Dababneh (D-Encino), received two significant boosts yesterday.
INDUSTRY LEADER AND MENTOR PASSES updated
04/25/16 12:43 PM
O'Rourke 'Will be Missed'
Gene O’Rourke—who left a 40-year legacy of helping shape and place leaders in the credit union industry throughout California and the nation—died this past Friday. He was 70.
LEAGUES COMMENT ON OTR, FEE METHODS updated
04/25/16 04:12 PM
Plus, NCUA's 2 New Proposals
The California and Nevada Credit Union Leagues have told the National Credit Union Administration (NCUA) that federally insured state-chartered credit unions (FISCUs) and federally chartered credit unions (FCUs) should be treated equitably in their comment letter on the Overhead Transfer Rate (OTR) and Operating Fee Schedule Methodologies.
REG COMMITTEE RESPONDS TO CORDRAY updated
04/19/16 09:31 AM
CU Leaders Express Opinions
In Consumer Financial Protection Bureau Director (CFPB) Richard Cordrary’s recent response to a congressional letter that calls on him to fully utilize the bureau’s exemption authority for community financial institutions, Cordray cites examples of how the bureau has already used this authority.