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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

CALIFORNIA CEOs ANNOUNCE RETIREMENT
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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CUNA’S ’15-’17 STRATEGIC PLAN updated 07/31/15 09:44 AM
Letter From CEO Jim Nussle
The Credit Union National Association (CUNA) sent to credit unions a letter which contained the association’s 2015-2017 strategic plan, detailing how President and CEO Jim Nussle will fulfill mandates he received from the board when he signed his contract last September.

CATALYST'S ANNUAL ECONOMIC FORUM updated 07/31/15 08:54 AM
Registration Now Open
Registration is now open for Catalyst Corporate's 38th annual Economic Forum, which will be held Oct. 5-7 at the Omni Mandalay Hotel, near Dallas, TX.

WCMS CELEBRATES ‘15 GRADUATING CLASS updated 07/28/15 08:42 AM
New Fellowship Announced
On July 23, Western CUNA Management School (WCMS) celebrated its 2015 graduating class—the NU Class—in an elaborate affair. Ninety-seven students graduated with Northwest Credit Union Association President and CEO Troy Stang serving as the commencement speaker.

NEW VERSION OF SPRIG BY CO-OP updated 07/24/15 12:29 PM
Available at iTunes and Google Play
An updated version of Sprig by CO-OP is now available at iTunes and Google Play—adding native apps, expanding transaction filtering, and enforcing enhanced security.

NCUA TESTIFIES BEFORE CONGRESS updated 07/24/15 09:24 AM
Chair Debbie Matz Speaks
As reported in the California and Nevada Credit Union Leagues' Advocacy Blog, yesterday the House Committee Financial Service, Subcommittee on Financial Institutions, and Consumer Credit had a very lively hearing where Debbie Matz, Chair of the National Credit Union Administration (NCUA), testified

NCUA APPROVES $1.3M REDUCED BUDGET updated 07/23/15 09:22 AM
Board Cuts Operating Fund
The National Credit Union Administration (NCUA) board approved a $1.3 million reduction to the 2015 operating budget, making better use of California and Nevada credit union dollars. Credit unions are obligated by law to pay into the NCUA, but that does not preclude the NCUA from its responsibility to operate in an efficient manner.

NCUA HEARING SLATED FOR JULY 23 updated 07/22/15 12:35 PM
Chairman Debbie Matz to Testify
The National Credit Union Administration (NCUA) Chairman Debbie Matz is scheduled to testify before the House Financial Services Committee’s Subcommittee on Financial Institutions and Consumer Credit on Thursday, July 23 at 11 a.m. PT/2 p.m. ET. Please note this hearing was originally scheduled for Friday, July 24.

CA LEGIS. ADJOURNS FOR RECESS updated 07/21/15 09:15 AM
Bills Passed, Defeated, Pending
On Friday July 17, the California state legislature adjourned for summer recess and will return on Aug. 17 for the last month of the 2015 legislative session.

CREDIT UNION WASHINGTON UPDATE updated 07/20/15 11:50 AM
Congress in Session This Week
Nearly all state legislatures have recessed for 2015 with five remaining in regular session, including: Massachusetts, Michigan, New Jersey, North Carolina, and Wisconsin. The House and the Senate remain in session returning for another week in Washington.

WCMS PRES. HONORED AT COLLOQUIUM updated 07/17/15 02:39 PM
New Fellowship Announced
Western CUNA Management School (WCMS) hosted its annual Richard Myles Johnson Colloquium in Credit Union Philosophy event at Pomona College on July 15, celebrating the credit union movement’s achievements, along with Dr. James Likens who is retiring as CEO and president of WCMS this year.

GET RECOGNIZED. ENTER TODAY. updated 07/14/15 09:45 AM
Maxwell, Herring, Desjardins Awards
Be recognized for your outstanding programs that demonstrate the "People-Helping-People" philosophy. Submit your entry for the Dora Maxwell, Louise Herring, or Desjardins awards today!

SD ASSEMBLYMAN TALKS CU ISSUES updated 07/13/15 09:15 AM
CU Leaders Meet With Maienschein
Last Friday, San Diego credit union leaders met with Assembly-member Brian Maienschein (R-San Diego). Maienschein was elected to the Assembly in 2012 and served eight years on the San Diego City Council prior. Maienschein shared with the group his experiences in Sacramento as chair of the Assembly Local Government Committee and discussed credit union concerns related to data privacy and over-regulation.

NCUA, NTEU SIGNS EMPLOYEE CONTRACT updated 07/08/15 12:07 PM
Collective Bargaining Agreement
National Credit Union Administration (NCUA) Board Chairman Debbie Matz and National Treasury Employees Union (NTEU) President Colleen Kelley signed a new, five-year collective bargaining agreement, keeping the employee pay and benefits program competitive with the other financial services regulators as required by law.

AB 83 HEADS TO SENATE FLOOR updated 07/08/15 11:47 AM
Data Security Measure Gains 5-1 Vote
On July 7, after a substantive debate, the California State Senate Judiciary Committee approved AB 83 by Assemblyman Gatto (D-Glendale) by a 5-1 vote margin. The California Credit Union League testified in support of the measure that now advances to the Senate floor for a vote of the entire house.

'REACH 2015’ QUICKLY APPROACHING updated 07/07/15 08:50 AM
Rethink What’s Possible
REACH 2015, the California and Nevada Credit Union Leagues' highly-anticipated convention, is happening in four months in Palm Desert. Are you ready?

CCUL SECURES AMENDMENTS TO SB 34 updated 07/06/15 11:52 AM
Uninterrupted Use of ALPR
After months of tense negotiations, the California Credit Union League state lobbying team has secured amendments to SB 34 (Senator Jerry Hill D-San Mateo/Santa Clara Counties), which will allow credit unions, other auto lenders, and vendors to continue uninterrupted use of Automated License Plate Reader (ALPR) information to recover their collateral. The California legislature has embraced a broad view of consumer privacy this year and is seeking to restrict the use of ALPR information for legitimate business and prevent someone with an axe to grind to use the information to stalk someone. SB 34 will be heard in the Assembly Privacy Committee on Tuesday, July 7.

OC CU LEADERS MEET ASSEMB BROUGH updated 07/06/15 11:13 AM
Assemb Brough Shares Common CU Bond
On the eve of America's 239th birthday, credit union leaders met with state Assemblyman Bill Brough (R-Dana Point). Brough was one of several Orange County-area legislators elected in 2014 with the potential to serve up to 12 years in the legislature. Brough shared with the group his professional experience with credit unions dating back to his time as an aide to Congressman Christopher Cox who also represented the Orange County area.

CUNA, CMG: LOAN GROWTH ’15 & ‘16 updated 07/06/15 10:49 AM
Double-Digit Increases Year-Over-Year
The Credit Union National Administration (CUNA) and CUNA Mutual Group (CMG) economists expects loan growth to reach 11 percent in 2015 for the national economy, greater than the 10.4 percent increase in 2014. They forecast a minimum 10 percent growth in 2016.

NEW RIDE-SHARE RULES EFFECTIVE updated 07/02/15 04:30 PM
Insurance for Companies, Drivers
A new law requiring transportation network company (TNC) drivers and companies to have liability insurance when operating the ride-share app went into effect July 1, 2015.

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.