Shapiro Summit 2022 Brings Insights to Small CUs


The California and Nevada Credit Union Leagues’ Shapiro Summit is coming to the JW Marriott in Anaheim, CA on Aug. 19-20. Boasting a 98% approval rating year-over-year, the Shapiro Summit is the most anticipated event for credit unions under $200 million in assets. Why? Because it is a conference designed by credit union CEOs for credit union executives and staff alike to network, share ideas, learn what is ahead, and gain new contacts they can rely on throughout the years ahead.

“I don’t know if there is a better networking event designed to support credit unions similar to my size, and complexities who really grasp the challenges we face as Shapiro sized credit unions. The Summit also allows me to give my staff exposure to a conference that I know they will benefit from,” said Jake Harbour, President/CEO of Santa Barbara County FCU.

This year’s Shapiro Summit includes a keynote on economic and interest rates from Bill Hampel and Steve Waddell. Hampel served as chief economist and chief policy officer for the Credit Union National Association (CUNA) for several decades and is now lending his talents as an economic consultant specializing in explaining trends in the economy and financial institutions to leaders. Hampel also teaches at Western CUNA Management School and sits on Premier America CU’s board. Waddell is the senior asset liability management consultant for Catalyst Corporate FCU and is dedicated to helping credit unions. During the session, he will focus on the rising rate environment’s risks, but more importantly, he will share opportunities that lie ahead using real world examples and strategies.

The Shapiro Summit also includes the CEO Roundtable, succession planning, and an interactive game where attendees will collaborate with other credit union executives on real world situations. With a modern take on a desktop exercise incorporating roundtable discussion, think of a mixture of “What would you do?” combined with the popular theoretical game of “Would you Rather?” (Don’t worry, all scenarios presented will be conference level appropriate). Attendees can also look forward to a networking reception and bowling event at Splitsville in Downtown Disney!

“When I attend the Shapiro Summit, it feels like a spa day! I get to speak and interact with other professionals in a relaxing setting. And most important, it’s therapeutic to hear other credit unions face similar struggles while we help each other with solutions,” said Heri “Eddie” Garcia, President/CEO of Thinkwise CU.

For more information and to register, click here.

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