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L-R (clockwise): Rudy Hanley, CEO of SchoolsFirst FCU; Sue Longson, VP of Business Development and Community Relations for SCE FCU; Patsy Van Ouwerkerk, CEO of Travis CU; and Jim Updike, CEO of Honda FCU

updated 01/17/14 01:56 PM
CU Leaders Served Several Years
Four longtime California credit union leaders renowned for their community involvement and commitment to the movement recently announced their respective retirements this coming year—Rudy Hanley, CEO of SchoolsFirst FCU; Sue Longson, Vice President of Business Development and Community Relations for SCE FCU; Jim Updike, CEO of Honda FCU; and Patsy Van Ouwerkerk, CEO of Travis CU.

Rudy Hanley (SchoolsFirst FCU)
With 584,000 members and $10 billion in assets, Hanley is retiring from the fifth largest credit union in the nation, as well as the largest in California. SchoolsFirst is headquartered in Santa Ana, CA. The SchoolsFirst board of directors is currently working on selecting the credit union’s next CEO.

“It is with mixed emotions that I announce my retirement effective at the end of March,” Hanley said in a message to members. “This decision was not an easy one for me. The last 31 years have been the most fulfilling and rewarding of my career, thanks to our wonderful members and team members whom I consider my second family.”

Hanley—a Hungarian immigrant and originally a tax and small business consultant—became head of the California Credit Union League’s Research and Information Department before taking the helm of SchoolsFirst. Throughout his career, he has served on the boards of the California League, Credit Union National Association (CUNA), CUNA Strategic Services, CUNA Mutual Group, and the Consumer Federation of America. He is also a founding member of Filene Research Institute. He received the League’s Unsung Hero Award in 2010, which honors deserving individuals within the credit union movement with at least 20 years of service and who have made significant contributions in the community. He was also awarded the 2011 Herb Wegner Memorial Award by the National Credit Union Foundation (NCUF) for his individual achievement within the credit union movement.

“It has been my honor and privilege to serve,” Hanley said. “I will be forever grateful to our members, board, and team for the successes they made possible.”

Patsy Van Ouwerkerk (Travis CU)
Travis CU announced Van Ouwerkerk will retire “late this summer” after leading the $2.1 billion Vacaville, CA-based credit union for 12 years. The credit union has grown from $1.1 billion to its current size since Van Ouwerkerk became CEO in 2002. It now serves more than 160,000 members at 22 locations in Northern California communities, as well as military and civilian personnel at Travis Air Force Base.

“Patsy is a visionary leader, dedicated to promoting the importance and value of credit unions to the members and communities served, on both a local and global level,” said Board Chairman Pat Moreno in a news release. “She has been instrumental in expanding Travis Credit Union’s role as a model community steward and partner.”

Van Ouwerkerk has spent 38 years within the credit union movement. She was the California and Nevada Credit Union Leagues' 2007 recipient of the Distinguished Service Award. She also received the Leo H. Shapiro Lifetime Achievement Award in 2013, the California Credit Union League's highest honor which recognizes her lifetime of contributions to the California credit union movement. She also served as chairman of the California Credit Union League in 2002.

Executive Vice President Barry Nelson was unanimously selected by Travis CU’s board of directors as incoming CEO. He has been a part of Travis CU’s management team since 2001 and is “deeply involved in setting long-range strategies for the credit union,” according to the news release. He was previously CFO and COO.

Jim Updike (Honda FCU)
After nearly 45 years in credit unions, Updike is transitioning at Honda FCU to a senior advisor position on April 1, where he will stay until retiring in May 2015. Succeeding Updike will be COO Steve Brandon. Before serving at Honda FCU—located in Torrance, CA—Updike was CEO of California Coast CU and NCR West FCU. Before those leadership roles, Updike started the very first ever share-draft program at San Diego Gas and Electric CU.

“It’s been unbelievably exciting and fun,” he said of his time in the credit union movement. “The changes I’ve seen over the years have been absolutely incredible. What was so neat is, we implemented changes because nobody told us we couldn’t. For instance, we would have no interest-bearing checking accounts anywhere in the economy if it weren’t for credit unions.”

During his career, Updike was honored with the California Credit Union Leagues’ Unsung Hero Award, recognizing individuals within the credit union movement with at least 20 years of service, and who have made significant contributions in the community. He has also been a board member of the Richard Myles Johnson Foundation since 2005, serving as chairman several years, and served five years on the Leagues’ Government Relations Committee, as well as several other volunteer seats within the industry.

“The biggest thing I’ll remember are the people in this industry who are real icons—Dick Johnson, Rudy Hanley, Patsy Van Ouwerkerk, Hal Stevens, and many more," he said. “There are so many people out there who made such a tremendous difference in other people’s lives because of the credit union industry. It’s been a wonderful experience.”

Sue Longson (SCE FCU)
Longson, who is retiring in March from SCE FCU, is the former longtime CEO of SONEPCO FCU and has been working in credit unions for 40 years. Before SONEPCO, she was CEO of Pacific CU and Cal Center CU—and at one time, she was the youngest credit union manager in the nation. Additionally, she is the third generation in her family to work in credit unions. “Growing up in a family dedicated to the credit union movement instilled in me the desire to serve, to help people by making a difference in their lives,” Longson said.

She has been recognized with the Leagues’ PAC Advocate of the Year more than once for playing a key role on the credit union advocacy front. She has been very active in political affairs, serving on political action and government relations committees in both Nevada and California. She has also served as chairman of the Nevada Credit Union League, as well as countless other organizations and volunteer efforts in the community and credit union arena.

“Helping members by providing excellent and caring service has been the focus of my life in credit unions,” she added. “Furthering the credit union movement by serving in various capacities and becoming active politically has been my passion. While I am excited about the future and the next chapter in my life, I am truly going to miss being an active part of our movement.”

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HAPPY THANKSGIVING updated 11/25/15 11:19 AM
Happy Thanksgiving
Thanksgiving is a time when we can all reflect on the many things we have to be thankful for. On behalf of the California and Nevada Credit Union Leagues, I'd like to wish you, your family, and your friends a Happy Thanksgiving!

NCUA's Charter and FOM Proposal
The California and Nevada Credit Union Leagues will be working with its congressional delegation from both states to enlist support for the National Credit Union Administration’s (NCUA) proposed rule on chartering and fields of membership.

NEVADA'S MOMENT IN THE SUN updated 11/24/15 08:17 AM
Local CU vs. Bank Footprint
Nevada credit unions could be on track to surpassing every other state as the No. 1 loan originator in the industry during the past quarter compared to a year ago—a trend that speaks of the deep, years-long financial rebuilding process taking place for residents living in one of the hardest hit regions during and after the Great Recession.

CUs Encouraged to Comment
At the National Credit Union Administration’s (NCUA) board meeting this morning, the board issued a field of membership (FOM) proposal for comment. The California and Nevada Credit Union Leagues will carefully review the proposal and provide members with more information it the near future. Member credit unions are encouraged to consider and comment on the proposal, including support of positive changes and thoughts on how it can be further improved. Comments will be accepted for 60 days after the proposal is published in the Federal Register.

SCE FCU Becomes First in CA
The California and Nevada Credit Union Leagues have announced a partnership with the National Federation of Community Development Credit Unions to help interested credit unions in both states become designated as “Juntos Avanzamos” (Together We Advance) organizations.

NCUA OPEN FORUM: 'LICU' DESIGNATIONS updated 11/16/15 02:25 PM
Upcoming FOM Considerations
At the National Credit Union Administration’s (NCUA) open forum on Oct. 30, a representative from the California and Nevada Credit Union Leagues asked for clarification on how and when the NCUA reviews low-income credit union designations.

AGENDA: BILLS TO KEEP CFPB IN CHECK updated 11/16/15 02:20 PM
House Lawmakers Return
On the House agenda for consideration in the coming days are two bills the California and Nevada Credit Union Leagues and the Credit Union National Association (CUNA) support as a means toward keeping the Consumer Financial Protection Bureau (CFPB) in check.

Ten Different Credit Unions Represented
As reported earlier in the Leagues' Advocacy Blog, credit union leaders met today with Rep. Linda Sanchez.

Summary of Rule's Framework
Credit union managers, staff, and boards can learn more about the National Credit Union Administration’s (NCUA) risk- based capital rule and what to expect during its three-year implementation period in a new video recently released by the agency.

Nevada CU CEO Testifies at Hearing updated 11/09/15 12:23 PM
Regulations Facing CUs Discussed
The House Committee on Small Businesses held a subcommittee field hearing this afternoon in North Las Vegas. Representative Cresent Hardy (R-N.Las Vegas) as Chairman of the Subcommittee on Oversight, Investigation and Regulation invited Robin Simmers, CEO of Pahranagat Valley Federal Credit Union of Nevada to testify on the topic of overburdening regulations facing credit unions as both a financial institution and small business. In her testimony, Simmers raised several continual concerns addressing small and rural credit unions such as BSA compliance, one-size fits all rules in CFPB regulation, and examinations of smaller credit unions. A link to her written testimony (available in the days ahead) and details on the hearing can be found here.

LEAGUE PAC ACTIVITIES AT 'REACH' updated 11/09/15 12:09 PM
Golf Tourney; CU Leaders Honored
In addition to the array of speakers, REACH 2015 also featured a sold-out PAC Golf Tournament and credit union leaders and vendors being honored for their contributions to political advocacy.

NCUA's MCWATTERS, METSGER AT 'REACH' updated 11/09/15 11:16 AM
Board Members Discuss Topics
REACH 2015 attendees were treated to visits by both National Credit Union Administration (NCUA) Board Member Mark McWatters and Vice Chairman Rick Metsger during the conference. Below are some highlights.

Impart Insightful Perspectives
Last week’s REACH 2015 featured an array of inspirational speakers who gave attendees ready-to-implement tactics and ideas to recharge their credit unions and rethink what’s possible.

APRIL RINNE: THE 'SHARING ECONOMY' updated 11/06/15 11:45 AM
Potential for Credit Unions
April Rinne—advisor on the “sharing economy” and young global leader for the World Economic Forum—brought the “REACH” conference to a close Friday by defining the sharing economy and exposing credit unions to how this growing sector of the world is making a fundamental paradigm shift in consumers and workers relating to each other.

Managing Energy, not Time, is Key
Stacey Sullivan, performance coach with Johnson & Johnson’s Human Performance Institute, left “REACH” conference attendees with some insightful parting words in the second-half of Friday morning’s general session.

DAVE LOGAN: KNOW WHAT NOT TO CHANGE updated 11/06/15 11:13 AM
5 Stages Professionals Work In
Dave Logan, president of CultureSync, challenged attendees on the last day of the “REACH” convention to never change “things that always must stay the same—because they ground us and tell us who we are.”

Plus, REACH Innovation Group
Two significant innovation-centered segments during Thursday afternoon’s general session at “REACH” had audience members searching for how they could implement new concepts at their credit union.

CU LEADERS AWARDED: 'PAC' ADVOCACY updated 11/05/15 12:34 PM
California and Nevada Advocates
The California and Nevada Credit Union Leagues honored recipients of its annual PAC Awards (Political Action Committee) on stage during “REACH” on Thursday afternoon, paying tribute to the hard-working efforts of political advocacy.

NCUA'S MCWATTERS VISITS 'REACH' updated 11/05/15 12:32 PM
Advocates Better NCUA Communication
National Credit Union Administration (NCUA) Board Member Mark McWatters stopped by the California and Nevada Credit Union Leagues’ annual conference, “REACH,” to address credit union executives and board members regarding his agenda and the agency’s plans toward the end of the year.

Pierce, Rutkowski, and Suber
Three outstanding innovators and thinkers took to the stage during Thursday morning’s general session at “REACH,” opening credit union leaders’ eyes to the possibilities of what role that crypto-currency, digital disruption, the “access economy,” and peer-to-peer lending might play in the industry.

For Their Service and More
Six credit union leaders from California and Nevada were honored at a private reception and on stage during Thursday’s general session of “REACH” with the California and Nevada Credit Union Leagues’ annual “League Awards.”

'Invent' to Impact Community
Pablos Holman challenged Wednesday afternoon’s “REACH” audience during opening general session to “think about providing consumers what others can’t” and “what our relationship will be with change and disruption now and in the future.”

NCUA'S RICK METSGER AT 'REACH' updated 11/04/15 11:58 AM
Discusses MBL and FOM
National Credit Union Administration (NCUA) Board Member Rick Metsger visited a credit union volunteer reception and executive reception during this year’s “REACH” conference to foster the relationship credit unions have with their federal regulator.

SHAPIRO RECEPTION: HUB FOR SMALL CUs updated 11/04/15 11:56 AM
Leaders Look Back, and Forward
CEOs and other leaders from small credit unions—often cited the backbone and soul of the credit union industry—gathered at a special annual reception during “REACH” on Wednesday afternoon to honor how far they’ve come within their collaborative efforts, as well as take a peak into the future.