updated 09/30/13 04:04 PM 2013-09-30 00:00:00.0
Staff and Members Reach Out
Scroll down to view the latest on how credit unions and industry affiliates across California and Nevada are donating time and money to help the communities they serve, implementing new operational strategies for members, and advocating for the credit union movement!


Travis CU CEO Patsy Van Ouwerkerk is the 2013 Leo H. Shapiro Lifetime Achievement Award recipient.
updated 09/30/13 03:36 PM 2013-09-30 00:00:00.0
Six credit union industry leaders and volunteers—including 2013 Leo H. Shapiro Lifetime Achievement Award recipient Patsy Van Ouwerkerk, CEO of Travis CU—will be honored at this year’s California and Nevada Credit Union Leagues’ Annual Meeting and Convention, October 28-30, at the Hyatt Regency San Francisco. In addition to Van Ouwerkerk, this year’s recipients include: Distinguished Service Award—Xceed Financial FCU CEO Teresa Freeborn; Outstanding Volunteer Award—Ventura County CU Board Chairman Roxanne Ostrem; Tomorrow's Star Award—L.A. Healthcare FCU CEO Annice Kim; Kim Bannan Eternal Flame Awards—Randy Thompson of Thompson Consulting Group (individual), and Catalyst Corporate FCU (credit union/organization).


updated 09/30/13 03:35 PM 2013-09-30 00:00:00.0
Santa Cruz Community CU was one of 30 credit unions nationwide that were collectively awarded more than $24 million in grants through the Treasury Department’s CDFI Program (Certified Development Financial Institution). The credit union will use its $847,000 grant to provide affordable housing and low-cost loan assistance to low-income members and Latinos in the region.


Desert Valleys FCU staff (L-R): Alex Diaz, Eric Bruen (CEO), Dana Griffin, Dana Beene, Cindy Blanton, Rebecca Peavey (Marketing Coordinator and Teller/winner of the CU T's Design Competition), Tonja Lavareda, Lorena Reveles, Cindee Llewellyn, Alison Goodman, and Robert Tulao.
updated 09/30/13 03:35 PM 2013-09-30 00:00:00.0
Financial Center CU had a successful first annual CU T’s Design Competition, with six entries coming from California. Receiving 184 votes out of 481 that were cast, Desert Valleys FCU Marketing Coordinator and Teller Rebecca Peavey won this year’s competition. The winning shirt has now been unveiled in the CU T’s virtual store at T-shirts will be just $12, plus tax and shipping, with each shirt sold resulting in 50 percent of t-shirt price being donated to the California Credit Union League Political Action Committee (CCUL-PAC).


CBC FCU staff with local leaders at the new Ventura County branch opening.
updated 09/30/13 03:34 PM 2013-09-30 00:00:00.0
CBC FCU recently opened a branch in Ventura County. The credit union also joined forces with Healthy Ventura County to help build a culture of healthy eating and active living. Healthy Ventura County is a collaboration of local businesses, nonprofits, schools and healthcare agencies focused on chronic disease prevention, nutrition and wellness.


updated 09/30/13 03:33 PM 2013-09-30 00:00:00.0
Evangelical Christian CU is offering a new series of archived webinars, Funding Your Vision, to help church ministry leaders identify options for funding the vision for their ministries—taught by Pastor Brian Kluth, founder of Maximum Generosity; Greg Ring, co-founder of Fyulcrum Philanthropy Systems; and David Lee, relationship manager for Evangelical Christian CU.


updated 09/30/13 03:32 PM 2013-09-30 00:00:00.0
First Financial CU dedicated Sept.19 as Don’t Tax My Credit Union Awareness Day. The credit union had information about the national campaign on their website for several months, and sent their members related information in statements and in a monthly newsletter.


updated 09/30/13 03:32 PM 2013-09-30 00:00:00.0
Mendo Lake CU is the recipient of three 2013 AHEAD Program awards—worth a combined $92,000—by the Federal Home Loan Bank of San Francisco for its involvement with Arbor Youth Resources, the Mobile Migrant Farmworker Housing Unit Demonstration Model, and the Resource for Native Development/CDFI Certification Project.


updated 09/30/13 03:31 PM 2013-09-30 00:00:00.0
Wescom CU's Chief Technology Officer John Best has been appointed an executive committee member of the CUNA Technology Council. Heather Moshier, EVP of information technology for San Diego County CU, stepped down as chair, while John Drago, vice president of information technology at the California and Nevada Credit Union Leagues, stepped down from the executive committee after finishing a three-year term.


updated 09/30/13 03:31 PM 2013-09-30 00:00:00.0
Desert Valleys FCU is one of 16 credit unions awarded scholarships by CO-OP Financial Services to attend this year’s CUNA Community Credit Union and Growth Conference.This is the fourth consecutive year CO-OP has sponsored scholarships for this conference, which will take place Oct. 8-11 in Uncasville, CT.


updated 09/30/13 03:30 PM 2013-09-30 00:00:00.0
Monterey County Employees CU has changed its name to All U.S. CU and has opened up its membership to the community. The credit union also has plans to expand its field of membership and offer more financial services and products.


updated 09/30/13 03:30 PM 2013-09-30 00:00:00.0
Christian Community CU has donated $50,000 to American Baptist International Ministries to support various mission projects worldwide. The donation comes from the credit union's Cards that Give to Missions program, where every time members use their credit and debit cards, a portion of the interchange income goes to missions.


Ron Sweeney, President of Sierra Central CU
updated 09/30/13 03:29 PM 2013-09-30 00:00:00.0
Sierra Central CU has announced Ron Sweeney as its new president after serving as COO. During Sweeney’s 13-year tenure with the credit union, it has grown from $200 million to almost $700 million in assets.


Mendell Thompson, CEO of America's Christian CU, with Rita Soronen, President and CEO of the Dave Thomas Foundation for Adoption.
updated 09/30/13 03:28 PM 2013-09-30 00:00:00.0
America's Christian CU has been named as one of the 100 Best Adoption-Friendly Workplaces for 2013 by the Dave Thomas Foundation for Adoption. America's Christian CU also participated in the annual Miracle Jean’s Day fundraiser for the Children’s Miracle Network Hospitals, bringing the total of funds raised for CMN in 2013 by the credit union to more than $7,600.


L-R: A mother-daughter team looking to start their own business meet with Great Basin FCU COO Jennifer Denoo and Small Business Administration Reno Branch Manager David Leonard.
updated 09/30/13 03:28 PM 2013-09-30 00:00:00.0
Great Basin FCU hosted a free small business workshop at its main branch to help area business owners in their efforts to seek new growth opportunities. Nearly 30 business owners and entrepreneurs attended to hear from speakers, including Jennifer Denoo, COO of Great Basin FCU, and David Leonard from the Small Business Administration (SBA) of northern Nevada.


updated 09/30/13 03:27 PM 2013-09-30 00:00:00.0
Members of AM FCU, as well as the National Credit Union Administration (NCUA), approved the merger between AM FCU and SkyOne FCU. All employees of AM FCU will be integrated into SkyOne FCU’s workforce.


NuVision FUC's Attila Morgan (center) presents iPad minis to Scott Ferguson (left) and Michael Sandler of Children’s Hospital of Los Angeles.
updated 09/30/13 03:26 PM 2013-09-30 00:00:00.0
NuVision FCU has donated 12 iPad Minis to children's hospitals in Los Angeles and Orange counties—the result of the credit union's Mobile Deposit and MyDeposit initiatives. For every 1,000 checks deposited remotely, NuVision FCU pledged to donate iPad minis to Children’s Miracle Network Hospitals, benefiting Children’s Hospital of Los Angeles (CHLA) and Children’s Hospital of Orange County (CHOC). The credit union reached more than 12,000 electronic deposits in August after 8 months.


Volunteers from Educational Employees CU, Merced School Employees FCU, and Merco CU spruced up Camp Green Meadows, an outdoor school near Yosemite National Park.
updated 09/30/13 03:26 PM 2013-09-30 00:00:00.0
Educational Employees CU, Merced School Employees FCU, and Merco CU joined forces to clean up Camp Green Meadows in Fish Camp near Yosemite National Park, where about 110 volunteers split and stacked wood, painted picnic tables, constructed a retaining wall, rebuilt an archery backstop, planted flowers, and undertook other general maintenance. Educational Employees CU also collaborated with Habitat for Humanity Fresno County and the City of Clovis to help three families realize their dream of homeownership, with the credit union financing the homes.


Teresa Freeborn, CEO of Xceed Financial FCU
updated 09/30/13 03:24 PM 2013-09-30 00:00:00.0
Xceed Financial CU CEO Teresa Freeborn has been elected to a three-year term on the Credit Union Executives Society Board of Directors—a board she currently sits on—with two other appointees. Also, Xceed Financial CU has appointed Ray Shams as chief lending officer, where he will oversee all aspects of the credit union's consumer and mortgage lending, business services, and collections departments.


South Bay CU employees and families show their support on Coastal Clean-Up Day.
updated 09/30/13 03:23 PM 2013-09-30 00:00:00.0
South Bay CU employees and families participated in Coastal Clean-Up Day in September, helping pick up more than 24,000 pounds of trash on 32 miles of beach, inland waterways, regional parks, and city neighborhoods in Los Angeles County. South Bay CU members also held a Back-to-School Supply Drive to help children in need fill backpacks with new pencils, pens, crayons, paper, and other items. The donated supplies were shared with local schools.


Redwood CU volunteers helped spruce up the grounds of Santa Rosa's Children's Village during United Way's "Week of Caring."
updated 09/30/13 03:22 PM 2013-09-30 00:00:00.0
Redwood CU employees showed their support during the United Way's annual Week of Caring by volunteering at nonprofits throughout the North Bay region of California and raising more than $90,000 during its annual United Way Employee Giving Campaign. Nearly 60 employees completed projects in Sonoma, Marin, Mendocino, and Napa counties. Redwood CU also hosted its annual Shred-a-Thon at two of its locations, where more than 28 tons of documents were shredded and several truckloads of e-waste were collected for recycling. Additionally, attendees contributed almost 3,000 pounds of canned food and $170 to benefit the Redwood Empire and San Francisco/Marin Food Banks. Finally, Redwood CU introduced a mobile banking app for Android and iOS devices, allowing members to deposit checks using their smart phones.


updated 09/30/13 03:22 PM 2013-09-30 00:00:00.0
Through Patelco CU's “Home Field Advantage” program with sports radio station 95.7 The Game, the credit union donated more than $13,000 to Habitat for Humanity East Bay/Silicon Valley. Proceeds helped provide affordable housing for families throughout Alameda, Contra Costa, and Santa Clara counties. The program kicked off at the beginning of the Oakland Athletics (Oakland A's) season to help promote Patelco CU's new 5/5 Equity Builder home loan.


updated 09/30/13 03:21 PM 2013-09-30 00:00:00.0
Financial Partners CU and CarePoint FCU will merge, following recent approval from the National Credit Union Administration (NCUA) and California Department of Business Oversight (DBO). The merger is slated to take effect Nov. 1. The combined credit union will operate as Financial Partners CU, with more than $856 million in assets and 60,000 members.


updated 09/30/13 03:21 PM 2013-09-30 00:00:00.0
Credit Union of Southern California and Firestone Financial Services CU have successfully completed its merger to create a credit union of wider branch access. The merged credit union will retain the Credit Union of Southern California name and have more than $720 million in assets, serving 58,000 members.


Julie Kirsch, CEO of Meriwest CU
updated 09/30/13 03:20 PM 2013-09-30 00:00:00.0
Meriwest CU has appointed Executive Vice President and COO Julie Kirsch as its new president and CEO. Kirsch has more than 25 years of technical and banking experience, leading Meriwest CU through numerous transitions and innovations, including spearheading the development of the credit union's financial centers.


A school supply delivery to Jordan Plus High School in Long Beach, CA.
updated 09/30/13 03:19 PM 2013-09-30 00:00:00.0
LBS Financial CU has donated school supplies to three local school districts as part of its third annual Adopt-a-School Program. The program was promoted at all of its six branches via marketing materials, newspaper advertisement, and its website. LBS Financial CU also combined its Signature and PIN debit processing through CO-OP Financial Services to serve debit card members with added fraud protection and other enhancements.


Victor Cisneros of Riverside, CA shows off his $500 check from Altura CU.
updated 09/30/13 03:19 PM 2013-09-30 00:00:00.0
Altura CU member Victor Cisneros won $500 for using his Altura CU Visa Debit Card to make a purchase. His recognition was part of a year-long promotion by the credit union to create awareness of the convenience of using the Altura Visa Debit Card to make everyday purchases. Also, another Altura CU member, Jessica Lopez, scored big with a Disney Vacation Package valued at $2,500—the grand prize in the “When You Wish Upon A Car” Loan Promotion.


Diana Dykstra, CEO of the California and Nevada Credit Union Leagues presents at the CUNA Technology Council and the CUNA Operations, Sales & Service Council conferences.
updated 09/30/13 03:18 PM 2013-09-30 00:00:00.0
During the Credit Union National Administration (CUNA) Technology Council and the CUNA Operations, Sales and Service Council conferences in late September, President and CEO of the California and Nevada Credit Union Leagues Diana Dykstra addressed attendees on the importance of staying relevant to members and potential members amidst a demographic shift. The conference was held in Hollywood, CA.


updated 09/30/13 03:18 PM 2013-09-30 00:00:00.0
San Francisco FCU plans to expand its community charter to include San Mateo County, as approximately 4 percent of the credit union's new members each year already reside in that county. San Francisco FCU has also introduced NextGen ATM to better serve its members and CO-OP shared-branch users—an ATM which allows users to conduct the same transactions available in the credit union’s branches without a debit card.


Rep. Linda Sanchez, D-CA
updated 09/30/13 03:17 PM 2013-09-30 00:00:00.0
In the next step of her ongoing support of credit unions, Rep. Linda Sanchez, D-CA, has written an editorial piece for the California and Nevada Credit Union Leagues flagship magazine, Credit Union Digest, and announced her support of the credit union tax exemption. Sanchez is a member of the House Ways and Means Committee, which governs tax policy.


updated 09/30/13 03:17 PM 2013-09-30 00:00:00.0
The California and Nevada Credit Union Leagues have partnered with MOGL, the leading restaurant rewards platform, to pilot a program that will help feed hungry families in local communities while strengthening credit unions’ credit and debit card programs. Members will have the opportunity to earn 10 percent cash back by using their credit or debit cards when they eat out at participating restaurants on MOGL. And as a bonus, for transactions of more than $20, a meal will be donated to a local community food bank via Feeding America.


Rep. Ami Bera (D-Sacramento) speaks with credit union advocates at the Credit Union House.
updated 09/30/13 03:16 PM 2013-09-30 00:00:00.0
Roughly 30 advocates from credit unions across California and Nevada Hiked the Hill in early September to meet with their members of Congress. Credit union representatives pressed the message of Don’t Tax My Credit Union on Capitol Hill, which was well-received by members of the California and Nevada congressional delegations. Messages about the need for regulatory relief measures, such as member business lending (H.R. 688), were also on the agenda. Advocates also held a private fundraiser for Sacramento-area first-term Congressman Ami Bera, who previously served on the board of directors at American River HealthPro CU.


updated 09/30/13 03:15 PM 2013-09-30 00:00:00.0
Golden 1 CU and Silver State Schools CU won first place state awards in the Louise Herring for Philosophy in Action Award program. Meanwhile, Silver State and Mendo Lake CU received first place honors in the state Desjardins Financial Education Awards. All will now compete in the national credit union recognition programs.


L-R: Lucy Ito, EVP and COO of the California and Nevada Credit Union Leagues; Bob Arnould, SVP of Advocacy for the Leagues; Dave Gunderson, CEO of Credit Union of Southern California; Sharon Lindeman, VP of Regulatory Advocacy for the Leagues; Debbie Matz, Chairman of the National Credit Union Administration; Erin Ewart, Compliance Manager for Redwood CU; Dave Roughton, President of SAFE CU; Keith Sultemeier, CEO of Kinecta FCU; and Steve Glouberman, VP and Legal Counsel for Kinecta FCU
updated 09/30/13 03:15 PM 2013-09-30 00:00:00.0
California and Nevada credit union executives met in mid-September with leaders from the National Credit Union Administration (NCUA) and Consumer Financial Protection Bureau (CFPB) in Washington D.C. in an effort to foster their relationship with both federal regulators, as well as present an objective picture on how rules and regulations are impacting 9 million credit union members in both states.


L-R: Harold Roundtree, CEO of UNCLE CU; Chung Bothwell, Board Chairman of UNCLE CU; Lecia Roundtree; Rep. Eric Swalwell, D-CA; and Rick Hanan, CEO of SMW 104 FCU
updated 09/30/13 03:14 PM 2013-09-30 00:00:00.0
Rep. Eric Swalwell, D-CA, recently hosted a Congress on Your Corner event at UNCLE CU in Livermore, CA, which allowed the congressman an opportunity to meet credit union members who were interested in services that his offices provide. UNCLE CU CEO Harold Roundtree offered hosting space to the congressman, since several members were expected to stop by and use the credit union over the holiday weekend. Having served in office only eight months, Swalwell has quickly emerged as a true friend of credit unions.


California Gov. Jerry Brown
updated 09/30/13 03:13 PM 2013-09-30 00:00:00.0
Assembly Bill 166—which was supported by the California Credit Union League and will require financial literacy be taught as part of the official state K-12 curriculum—was signed into law Aug. 27 by Gov. Jerry Brown. California Assemblyman Roger Hernández, D-West Covina, authored the bill—which will include education on budgeting, student loans, managing credit, consumer debt, and identity theft security.


updated 09/30/13 03:13 PM 2013-09-30 00:00:00.0
The Miracle Jeans Day campaign was in full force this year, attracting the participation of more than 40 California and Nevada credit unions. Credit unions in both states and across the nation participated, where, for a $5 donation, employees wore jeans on Sept. 18—and with a $25 donation, they received a Miracle Jeans Day T-shirt specially designed for credit unions.