(please click ad for more information)
Shapiro Resources     

What's New?

At the Leagues

The Leagues

California & Nevada

Additional Documents

Shapiro Resources

Helping Shapiro Group Credit Unions Reach Their Potential

The Shapiro Group utilizes a cooperative effort to pool the resources of the credit union community to help credit unions under $69 million in assets operate efficiently and effectively.

Join us for the 8th Annual Shapiro Summit & CEO Roundtable
REGISTER HERE
                               
Exclusively for credit unions under $100 million in assets.
SPONSORED BY: Catalyst Corporate Federal Credit Union

Fri, August 7
Holiday Inn Ontario Airport, 2155 E. Convention Center Way, Ontario, CA

2 – 6 p.m.            CU Member CEO Roundtable                                                                    
6 – 9 p.m.            CU Networking Cocktail Reception
 
Sat, August 8
CA/NV Credit Union Leagues, 2855 E. Guasti Road, 6th Floor, Suite 600, Ontario, CA

8 a.m. – 4 p.m.            Shapiro Summit 
 
Keynote Speakers:
Ken Bator, CEO, Bator Training & Consulting, Inc
Brad Ganey, SVP, Catalyst Corporate FCU
Steve Langley, VP Member Services / Chief Retail Officer, Schools Financial CU
                               
High-Impact Discussion Topics:

  • Formula for Success: Align Brand + Culture + Strategy
  • How to Unleash Your Credit Union’s DNA
  • Secrets to Enhancing Wallet Share
  • What P2P Can Unlock for Your Credit Union

NEED A GRANT?
One person will be awarded the annual Cathy Arra Scholarship to the Shapiro Summit. To apply for the $250 Cathy Arra Scholarship, Shapiro Educational Grant, or the RMJ Foundation Scholarship, please click on the links below and fill out the applications.

Cathy Arra Scholarship ApplicationDeadline 7/9/15
RMJ Scholarship Application
Shapiro Educational Grant

 
Shapiro Listserv

The place for Shapiro sized credit unions to bring their issues to each other, currently an extremely active application.

Sign up for the Shapiro Listserv

To sign up for the Shapiro listserv, please enter your name and email address.

Email address:
Your name:  
* both fields requred  
Shapiro Credit Union Grants

There are now two methods to submit your grant applications:
submit online
print, then mail or fax Grant Application

Technology Grant
The Shapiro Technology Grant is available to assist Shapiro credit unions purchase up-to-date computers, upgrade existing systems, to buy software and to get connected to the Internet. Maximum allowable benefit is up to $5,000.

Note: This grant is only available every other year. Credit unions that received technology grants in 2014, are not eligible for a Technology grant in 2015.

Advocacy Expense Grant
The Shapiro Group offers up to $2,000 to help Shapiro Group credit unions offset credit union advocacy trip expenses.

Education Grant
The Shapiro Group offers up to $2,000 to help Shapiro Group credit unions offset credit union educational expenses. This grant is available to member credit unions who have been declined for other educational assistance.

Just Ask Grant
The Shapiro Group offers up to $1,000 for products and services that do not fit into any of the other grant categories.

Marketing/Public Awareness Grant
The Shapiro Group offers grants up to $2,500 to Shapiro Group credit unions to help offset costs associated with marketing and public awareness.

Note: The grant amount will cover up to half the costs of the marketing/public awareness expenditure, not to exceed $2,500.

Planning Grant /ALM
The Shapiro Group offers grants up to $2,500 to help Shapiro credit unions with strategic and/or scenario planning session and to help purchase Asset Liability Management software tools.

Guidelines:
These guidelines are subject to modification at any time and are contingent upon the availability of funds. Grant requests that fall outside of the guidelines will be submitted for review by the Shapiro Advisory Committee for Grants. The deadline to apply for grants is September 4, 2015, and all receipts must be turned in by December 4, 2015.

  • The maximum annual, individual, credit union grant fundings is limited to $3,500, with the exception of Technology grants for a funding of $5,000 every other year.
  • Credit unions with capital/net worth of less than 12 percent represent the greatest need within the Shapiro Group, therefore, credit unions with capital/net worth equal to or greater than 12 percent are not eligibleto obtain a grant in 2015, without review from the Grant committee. Credit unions with net worth below 7 percent, and therefore under PCA, will also require additional review before approval.
  • Credit unions with an operating expense/gross income ratio greater than 85 percent will require additional review before approval.

By applying for a grant, you agree to make a cash donation of 10 percent of the grant amount funded to the Shapiro Group within 12 months, and agree to provide a statement of benefit upon request.