DOCSLIB.ORG

Fall 2019 Magazine

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Fall 2019 Magazine FALL 2019 MAGAZINE 7TH ANNUAL ROCK STARS INDUSTRY INNOVATORS 50 who make a difference Gilberto Vaquero Andigo Credit Union sponsored by Contents Fall 2019 Volume 85 › Number 3 7TH ANNUAL ROCK STARS 6 Editor’s Note 20 Koren Greubel These all-stars are champions for their Making the digital-savvy feel welcome members, staff, and communities. 21 Glenn Griffin 7 Get to know our Rock Stars Everyone wants him on their team 8 Valena Alexander 22 Preston Guy Going the extra mile ‘It’s my job to tell our story’ 9 Monica Belz 23 Jamie Harrison Disaster no match for CEO The deep-diving innovator 10 Geoff Bullock 24 Nicholas Hellmich A unified culture Hometown hero 11 Traci Donahue 25 Jon Hernandez Orchestrating a comeback The multitasking collaborator 12 Page Dunn 26 Renae Hicks Making the spotlight shine A gentle, insightful approach 13 Glen Durbahn 27 Jen Hogan Empowering employees to make it right Committed to authenticity 14 Matt Duthler 28 Bill Kennedy Coming home The credit union whisperer 15 Christine Eckhardt 29 Heather Kerr Perfect harmony A compassionate career 16 Cecil Farrar 30 Josh Kroll Taking charge of the moment A healthy sense of adventure 17 Thomas Flowers 31 Luke Labbe Plugging the community back in Long and winding road ends in leadership 18 Jason Ford 34 Rebecca Lamper Investing in better lives Fresh ideas born of experience › Read the profiles › Listen to podcasts › View photos › Share content socially › Access the digital edition › Nominate your peers and app as 2020 Rock Stars 4 Credit Union Magazine | cuna.org/news 7TH ANNUAL ROCK STARS 35 Ray Lancaster 50 Elizabeth Rose Building a better path for employees An ‘aha!’ moment 36 Jessie Lewis 51 Diane Sandoval-Griego Mobile member advocate Former banker empowers members 37 Dawn Lindley 52 Fawzia Sarwar ‘Pay it forward‘ training Redesigning the member experience 38 Kuran Malhotra 53 Jessica Sharon Wise beyond his years A financial literacy champion 39 Shelli McCoy 54 Fran Sommerfeld Rising to the challenge Offering a helping hand 40 Ruth Montana 55 Maureen St. John An open-door policy Operational excellence transcends metrics 41 Kim Ngo 56 Shelan Stritzke Giving back in the face of adversity Wellness warrior at work 42 Andrea Parrish 57 Steve Timmons ‘Love the questions themselves’ Fighting fraud, building trust 43 Elizabeth Pavlas 58 Andrew Vanjani Alaska state of mind Digital visionary 44 Sarah Perkins 59 Gilberto Vaquero A purpose-driven life Passionate for social media 45 Joseph Pezley 60 Theresa Velez The power of service Credit union crusader 46 Teea Reed 61 Linda White Real stories, real success Creative thinking at the top 48 Kipp Riesland 62 Get to know our Rock Stars Risk culture pays dividends 49 Sandi Riggs Small but mighty POSTAL INFORMATION Credit Union Magazine (ISSN 0011-1066) is published quarterly for $80 per year by Credit Union National Association, 5710 Mineral Point Road, Madison, WI 53705. (Multiple-copy and multiyear discounts available.) Periodical postage paid at Madison, Wis., and additional mailing office. Copyright 2019 by Credit Union National Association. Photocopying is illegal and unethical. POSTMASTER: Send address changes to Credit Union Magazine subscription department, P.O. Box 461, Annapolis Junction, MD 20701-0461. Single issues are available; call 800-348-3646. Credit Union Magazine | Fall 2019 5 EDITOR’S NOTE Cheers for our Rock Stars These all-stars are champions for their members, staff, and communities. After sharing Credit Union Rock › Glen Griffinof Commonwealth credit union services to residents Star stories over the years, our Credit Union shares a similar locked in by extensive flooding and definition of what makes these indi- approach when turning down loan washed-out roads. viduals so stellar keeps expanding. requests. “We say ‘not right now,’” › Ray Lancaster of Pyramid Fed- Our Rock Stars are servant lead- he says, and then work with mem- eral Credit Union, after studying ers, team builders, and disruptors. bers on raising their credit scores. the effects of predatory lenders in Day in and day out, they strive to › Valena Alexander of Jackson his area, incrementally raised the change the lives of their members, County Teachers Credit Union took credit union’s minimum wage and staff, and communities. a chainsaw and cleared a way to provided interest-free, $1,500 lines Some of this year’s highlights: the credit union through downed of credit for employees who need › Geoff Bullock of Firefly Credit trees and power poles. She opened short-term loans. Union and his wife had to sell their a drive-thru lane to serve members Our seventh-annual Credit Union home to meet the costs incurred after Hurricane Michael hit in 2018. Rock Star issue, sponsored by while adopting their daughter. He › Thomas Flowers of Calhoun Fiserv, is sure to inspire. We con- wanted to ease the financial burden Liberty Employees Credit Union gratulate all 50 of these remarkable of others facing the same situation. prepared employees with essen- people. Firefly now offers a line of credit for tials such as water, Lysol, and toilet members seeking to adopt. paper before the hurricane hit. He › Christine Eckhardt of Arapahoe also cleared driveways and roads Ann Hayes Peterson Credit Union is one of many Rock after the storm to ensure members Stars who coaches staff to turn had what they needed. Editor-in-chief loan rejections into opportunities. › Monica Belz of Kauai Govern- Credit Union National Association Her philosophy: “Find a way to say ment Employees Federal Credit [email protected] yes.” Union hopped on a jet ski to deliver 608-231-4211 MANAGEMENT ADVERTISING EXECUTIVE COMMITTEE BRETT MARTINEZ // chairman, Santa Rosa, Calif. ANN HAYES PETERSON // KARIN SAND // vice president • [email protected] TROY STANG // vice chairman, Seatac, Wash. vice president/editor-in-chief 920-460-7430 [email protected] • 608-231-4211 BRAD GREEN // secretary, Sheffield, Ala. MICHELLE DOSHER // [email protected] • 608-231-4006 TONY BUDET // treasurer, Austin, Texas EDITORIAL STAFF LISA GINTER // member-at-large, Lenexa, Kan. LISA DUSHACK // [email protected] • 608-231-4220 JIM NUSSLE // president/CEO, Washington D.C./Madison, Wis. BILL MERRICK // deputy editor • [email protected] MAURICE SMITH // director and immediate past chairman, 608-231-4076 EDITORIAL ADVISORY BOARD Raleigh, N.C. SCOTT SIMPSON // AACUL chairman, ex officio, Salt Lake BRAD BARNES // Air Academy Federal Credit Union, MICHELLE WILLITS // deputy editor • [email protected] City, Utah 608-231-4067 Colorado Springs, Colo. RON JOOSS // senior editor • [email protected] SANDI CARANGI // Mercer County Community Federal Credit DIRECTORS 608-231-4321 Union, Hermitage, Pa. DALLAS BERGL // Indiana STEPHANIE TEUBNER // PAT DRENNEN // Iowa Wyoming JENNIFER PLAGER // senior editor • [email protected] MICHELLE HUNTER // CU of Southern California, Anaheim JOE THOMAS // Virginia 608-231-4290 SCOTT EARL // Colorado KEVIN KESECKER // SECU, Linthicum, Md. CHARLES ELLIOTT // CAROLINE WILLARD // Texas Mississippi SCOTT WOODS // South DESIGN & PRODUCTION STEVEN LANGLEY // Schools Financial Credit Union, TERESA FREEBORN // Carolina Sacramento, Calif. BEN TENORIO // digital media design specialist California RICHARD S. MILLER // FeatherStone Planning and Consulting GARY FURTADO // Rhode LEADERSHIP CARRIE DOYLE // graphic designer Island JIM NUSSLE // JEAN PETERSON // Aberdeen (S.D.) Federal Credit Union TOM KANE // Illinois president/CEO SUBSCRIPTION SERVICE IDREES RAFIQ // Credit Union Resources, Texas DEBIE KEESEE // JILL TOMALIN // SUBSCRIPTION DEPARTMENT Washington chief operating officer PETER STEIN // Educators Credit Union, Racine, Wis. P.O. Box 461 MARIA LAVELLE // RYAN DONOVAN // Pennsylvania chief advocacy officer Annapolis Junction, MD MAILING ADDRESS 20701-0461 MARIA MARTINEZ // Texas GREG MICHLIG // 800-356-9655 CREDIT UNION MAGAZINE PATRICK PIERCE // chief engagement officer P.O. Box 431 Minnesota TODD SPICZENSKI // Madison, WI 53701-0431 FRED ROBINSON // chief products & Tennessee services officer JOHN SACKETT // Wisconsin SUBSCRIBE TODAY! RON SMITH // Tennessee // Call 800-356-9655 // Visit news.cuna.org/subscribe 6 Credit Union Magazine | cuna.org/news Get to know our Rock Stars I EVEN WAKE I DIDN’T MYSELF AT CHOOSE NIGHT CROSS- LITTLE DID THE CREDIT SELLING I KNOW UNION VISAS IN MY HOW MOVEMENT, SLEEP. THOSE IT CHOSE ME. JESSIE LEWIS SKILLS JAMIE HARRISON WOULD HELP ME. I FIND IT VERY HEATHER KERR SATISFYING TO HAVE A IT’S POSITIVE COMPASSION IMPACT ON TIME IS AND CARING PEOPLE’S OUR MOST THAT SETS LIVES. PRECIOUS CREDIT SARAH PERKINS RESOURCE. UNIONS JOSH KROLL APART. GEOFF BULLOCK I CARE ABOUT FRAUD PEOPLE. I ANYWHERE TRULY DO. I’M ALREADY IRRITATES RUTH MONTANA IN MY DREAM ME. JOB. STEVE TIMMONS RENAE HICKS Credit Union Magazine | Fall 2019 7 Valena Alexander JACKSON COUNTY TEACHERS CU › MARIANNA, FL Going the extra mile CEO Valena Alexander’s open-door management And even though three of the credit union’s eight philosophy means if you drop by her office, you’ll employees had extensive damage to their homes and likely find her with a member or an employee. one lost her home, no one missed a day of work. Alexander says she’s a problem solver by nature. “I make it my mission to always listen to my “I tackle things head on and always look for the best membership, staff, board, and supervisory commit- fix,” she says. tee,” she says. She credits growing up on a farm with instilling a It’s not surprising that in the aftermath of Hurricane strong work ethic. “Working hard and never having Michael in 2018, she literally cleared downed trees to idle hands was our way of life,” she says. “From a ensure Jackson County Teachers Credit Union was young age, job responsibilities and chores were never available to assist members. an option, they were always the norm.” With chain saws buzzing, Alexander and her hus- Alexander believes member service sets Jackson band cleared the way from where they had been County Teachers apart from other area financial staying to get to the $35 million asset credit union in institutions.
Load more

Recommended publications
  • Draft for Discussion: 9
    Media Contact Jeanne Ouellette 818.293.0505 [email protected] California Credit Union Looking to Fund Innovative Classroom Projects **Credit union encourages Orange County teachers to apply for a class project grant ** Los Angeles, CA – August 26, 2020 – California Credit Union is inviting all Orange County teachers who have an innovative class project idea to apply for a credit union grant through its bi-annual Teacher Grant Program. The California Credit Union grant program is available to full-time teachers in Orange County who are looking to fund a special learning opportunity, either in classroom or virtual, for their students. Ten California Credit Union grants of $500 each will be awarded to Orange and Los Angeles County teachers in November in the fall program. “We know educators in our communities are facing unprecedented challenges in engaging with their students this year – whether they are teaching virtually or if they ultimately return to a classroom setting. We hope these grants will help teachers inspire and connect with their students, which is so critical during this time,” said California Credit Union President/CEO Steve O’Connell. “We encourage any teacher who has an exciting project idea to apply for one of our grants so we can help them bring it to life for their students.” The project should have clearly defined learning objectives tied to students’ academic needs, display creativity, and benefit a significant number of students. Interested teachers can find more information and apply online at ccu.com/teachergrant. The application deadline is October 2, 2020. Originally founded to serve the education community, California Credit Union has awarded $115,000 in teacher grants to benefit students across Southern California since the creation of the program in 2012.
    [Show full text]
  • Credit Union Advisory Council
    Credit Union Advisory Council Member Biographies April 2019 Chairperson, Rick Schmidt has been the President and CEO of WestStar Credit Union in Las Vegas, Nevada since 2010. WestStar Credit Union serves 22,000 members in the state of Nevada and currently has $170M in assets. Prior to joining WestStar, Mr. Schmidt held various positions at Xerox Federal Credit Union, including Chief Operating Officer. He has over 30 years of experience in the financial services industry, including 24 years with credit unions. Mr. Schmidt is presently serving on the Nevada Credit Union Board of Directors, currently filling the Chairman’s role. He has also participated on the CUNA Payments Subcommittee, the NAFCU Lending Advisory Panel and the CUES Southern California Regional Council. Prior to working in the financial services industry, Mr. Schmidt served in the United States Navy. Arlene G. Babwah is a Risk Management professional. Her current position is with Coastal Federal Credit Union in Raleigh, North Carolina where she serves as Vice-President of Risk Management. Arlene has worked at Coastal since 2005, where she has held positions in Wealth Management as well as Retail Operations Strategy. Prior to finding her place in the Credit Union movement Arlene worked at Citigroup, Credit Suisse and First Citizens. Her current role allows her to satisfy her passion for Enterprise Risk Management, Compliance, Vendor Management and soon to be Business Continuity. While at Coastal Arlene has obtained the following designations: Credit Union Development Educator (CUDE), Certified Credit Union Enterprise Risk Manager (CUERME). Sean M. Cahill is President and CEO for TrueSky Credit Union in Oklahoma City, Oklahoma.
    [Show full text]
  • Digital Banking Disclosure Page 1 of 41
    PLEASE READ THIS AGREEMENT CAREFULLY AND KEEP A COPY FOR YOUR RECORDS. 1. INTRODUCTION. This Agreement sets forth the terms and conditions of the online banking and mobile banking services (collectively, "Digital Banking Services" and each, a "Service"), offered by Sacramento Credit Union. In this Agreement, “you” refers to each owner and authorized signer on the accounts that may be accessed through the Service. The terms “we,” “us” and “Credit Union” refer to Sacramento Credit Union. This Agreement supplements, and supersedes where inconsistent, the terms of your account agreement with us. Your use of the Digital Banking Services will be deemed evidence of your agreement to these terms. Digital Banking Services include, without limitation, services that allow you to access your account information, make payments, transfer funds and conduct other banking transactions through the Site ("Online Banking"), or from your mobile device ("Mobile Banking"). Certain other capitalized terms used in this Agreement are defined in the "Definitions" section below. 2. AGREEMENT ACCEPTANCE. You must read and accept the terms of this Agreement. If you choose not to accept the terms and conditions of this Agreement, your access to Digital Banking Services will not be activated. By accepting this Agreement, you are agreeing to the terms and conditions for all Digital Banking Services whether or not you use them. This Agreement controls all general aspects of your use and access to Digital Banking Services, including, among other things, the use of your "Electronic Signature" (as defined below). The terms and conditions of this Agreement pertaining to a particular Service will become applicable at the time when you request access to such Service.
    [Show full text]
  • Draft for Discussion: 9
    Media Contact Jill Faucher (858) 769-7578 [email protected] California Credit Union Looking to Fund Innovative Classroom Projects **Credit union encourages Los Angeles County teachers to apply for a class project grant ** Los Angeles, CA – September 4, 2018 – California Credit Union is inviting all Los Angeles area teachers who have a great class project idea to apply for a credit union grant through its bi-annual Teacher Grant Program. The program is open to any full-time classroom teacher in Los Angeles County who is looking to fund an innovative classroom learning opportunity. The project should have clearly defined learning objectives tied to students’ academic needs, display creativity, and benefit a significant number of students. Ten grants of $500 each will be awarded to Los Angeles area teachers in November in the fall program. “We were founded to serve the education community, and we can’t think of a better way to continue that commitment than helping teachers bring new and exciting programs into their classrooms,” said California Credit Union President/CEO Steve O’Connell. “We hope this grant encourages teachers to make their dream project a reality for their students, and ask any teacher who has a class project idea that needs a little extra funding to apply for one of our grants.” Interested teachers can find more information and apply online at ccu.com/teachergrant. The application deadline is October 19, 2018. Since the creation of the program in 2012, California Credit Union has awarded $70,000 in teacher grants to benefit students across Southern California. The bi-annual program offers up to 20 grants in the spring and fall to teachers across Los Angeles and San Diego counties.
    [Show full text]
  • Attendee Titles & Orgs V2.0
    Attendee Titles & Organizations List v.2 | April 27, 2021 Company Name Job Title 1414 Ventures Managing Director 154 Advisors Managing Principal 3Rivers Federal Credit Union Lending Systems Manager 3Rivers Federal Credit Union Lending Systems Manager A100x Founding Partner Access Softek Inc CEO Access Softek Inc Product Director Accion Venture Lab Director of Investments ACI PM Activant Capital Investor Acton Capital Partners Managing Partner ADP VP Big Data ADP VP, GM Ventures AFEX Director of Payment Solutions AFEX Director of Payment Solutions Agent IQ CEO Agent IQ CRO Agent IQ Inc Office Manager Ahead Financial & LendUp Global CEO AIR - The Alliance for Innovative Regulation Co-Founder & Executive Director Aisot Technologies Advisor Aisot Technologies CEO & Co-Founder Aite Group Senior Analyst Aite Group Senior Analyst Al Fardan Group CDIO Alkami Technology Alkami Technology Alkami Technology Alkami Technology Business Development Manager Alkami Technology Sr Partner Relations Manager Alkami Technology VP of Sales All In Credit Union SVP Sales & Lending AllianceDBS Executive Director Allianz Life Investor Alloy COO Alpha Stake LLC Principal Consultant Altra Federal Credit Union Manager, Payment Operations Altra Federal Credit Union VP Marketing Altra Federal Credit Union VP, Deposit and Payment Strategies American Bank & Trust VP Client Experience American Bankers Association (ABA) Group Senior Vice President Amex Ventures Investor Amica Life Insurance Co Systems Officer AmplifyHer Ventures MBA Associate Angivest Ventures CEO Anthemis
    [Show full text]
  • Re: Comments on Modified Proposed Regulations Concerning Credit Union Regulations
    March 11, 2021 Commissioner of Financial Protection and Innovation Attn: Regulations Coordinator, Legal Division 300 So. Spring Street, Suite 15513 Los Angeles, CA 90013 Via: [email protected] Re: Comments on Modified Proposed Regulations Concerning Credit Union Regulations Dear Commissioner Alvarez, I am writing on behalf of the California Credit Union League (League), one of the largest state trade associations for credit unions in the United States, representing the interests of approximately 230 California credit unions and their more than 11.6 million members. On June 26, 2020, the California Department of Financial Protection and Innovation (DFPI), formerly known as the California Department of Business Oversight (DBO), issued proposed amendments to Title 10, Chapter 1, Subchapter 30, of the California Code of Regulations (CCR) pertaining to credit unions. On February 24, 2021, the DFPI proposed further amendments to the regulations based on the initial comments received. The League has significant concerns with certain components of the proposed amendment language, and strongly opposes the proposed investment limit of 10 percent of the credit union’s equity capital in amended 10 CCR §30.300. We offer the following comments and recommendations. I. Investments – 10 CCR §30.300(b) A. 10 Percent Limitation on Investment Activities Under the proposal, a credit union is authorized to: “[I]nvest in securities issued by any person, as that term is defined in Section 14001.1 of the Financial Code, subject to the limitation that the credit union’s total investments in the securities issued by any one person shall not exceed 10 percent of the credit union’s equity capital, as that term is defined in Section 14400 of the Financial Code.” The following outlines our specific issues regarding the 10 percent limitation: a.
    [Show full text]
  • Funds Availability Policy
    Market USA Federal Credit Union Funds Availability Policy General Policy Our policy is to delay the availability of funds from your check deposits. During the delay, you may not withdraw the funds in cash, and we will not use the funds to pay share drafts that you have written. We apply check holds to deposits made into all types of accounts (checking; savings; IRA; club accounts; certificates; etc.). Savings accounts are not subject to expedited funds under Regulation CC. Deposits placed in a savings account can be held for an unlimited number of days. Determining the Availability of a Deposit The length of the delay is counted in business days from the day of your deposit. Every day is a business day, except Saturdays, Sundays, and Federal holidays. If you make a deposit during business hours on a business day we are open, we will consider that day to be the day of your deposit. However, if you make a deposit after we are closed for the day or on a day that we are not open, we will consider that the deposit was made on the next business day that we are open. Same Day Availability Funds from the following deposits are available on the day that we receive the deposit: Electronic Direct Deposit Cash Next Day Availability Funds from the following deposits are available on or before the first business day after the receipt of your deposit: • U.S. Treasury Checks* • U.S. Postal Money Orders* • Federal Reserve Bank and Federal Home Loan Bank Checks* • State/Local Government Checks* • Cashiers/Certified/Teller Checks* • Checks written on accounts at MUSA FCU (“on us”) • The first $225 of a days total deposits *The first $5,525 must be made available the next business day provided that the payee is the account holder and the deposits are made in person.
    [Show full text]
  • North Island Credit Union Looking to Fund Innovative Teacher Projects
    Media Contact Jeanne Ouellette 818.970.0678, [email protected] North Island Credit Union Looking to Fund Innovative Teacher Projects ** Credit Union Encourages Riverside County Teachers to Apply for a Class Project Grant ** San Diego, CA – March 16, 2021 – North Island Credit Union is inviting all Riverside County teachers who have an innovative class project idea to apply for a credit union grant through its bi-annual Teacher Grant program. The North Island Credit Union program is available to full-time teachers in Riverside and San Diego County or credit union members teaching in California who are looking to fund special classroom and/or virtual learning opportunities for their students. The project should have clearly defined learning objectives tied to students’ academic needs, display creativity, and benefit a significant number of students. Ten North Island Credit Union grants of $500 each will be awarded to area teachers in May in the spring program. “As we look at where we can support our community, we can’t think of a better place than helping teachers provide an exciting learning opportunity for their students, particularly with the challenges of virtual and hybrid learning,” said North Island Credit Union President/CEO Steve O’Connell. “We hope this program will make it a little easier for educators to make a difference in the lives of our students, and encourage any teacher who has an innovative project idea to apply for one of our grants.” Interested teachers can find more information and apply online at northisland.ccu.com/teachergrant. The application deadline is April 23, 2021.
    [Show full text]
  • Facility Management Staffing Report
    Facility Management Staffing Report Research Report #33 FM STAffING SURVEY COmmITTEE MEMBERS Jon Bredemeier, CFM, Sears Holdings Management Corporation Sheryl Callahan, CFM, Grubb & Ellis Jamie Galileo, Energy Solutions Arena Ted Maslin, CFM, City of Seattle Lyle Schall, General Dynamics Fred Weiss, CFM, IFMA Fellow, University of Texas at San Antonio Ed Wirth, CFM, Emprise Bank Director of Research Shari F. Epstein, CAE Survey Design and Report Kevin Whorton, Whorton Marketing & Research © Copyright 2010 by the International Facility Management Association All rights reserved. Printed in the United States of America. This publication may not be reproduced, stored in a retrieval system or transmitted in whole or part, in any form or by any means, electronic, mechanical, photocopying, recording or otherwise without the written permission of the International Facility Management Association. For more information, please contact: IFMA Research Department 1 East Greenway Plaza, Suite 1100, Houston, TX 77046-0104, USA Phone: +1-713-623-4362 Fax: +1-713-623-6124 E-mail: [email protected] ISBN 1-883176-81-6 Printed on 10% post-consumer waste recycled paper. FSC certified. Facility Management Staffing Report Table of Contents Introduction 4 Facility Description 7 Staffing the FM Function 15 Pay Practices 19 Estimate - Total U.S. Facility Management Professionals 23 Detailed Data Tables by Key Characteristics 25 A. Overall Staffing Levels 29 B. Staff Composition 31 C. Detailed Professional Staff Breakdown 34 D. Recent Changes 38 E. Salary Change and Basis 41 F. Outsourced Functions 47 Participant List 49 Introduction About this Report Facility management – a profession that DEFINITIONS encompasses multiple disciplines to ensure functionality of the built environment by integrating Average people, place, process and technology.
    [Show full text]
  • California Credit Union Looking to Fund Innovative Teacher Projects
    Media Contact Jeanne Ouellette 818.970.0678, [email protected] California Credit Union Looking to Fund Innovative Teacher Projects ** Credit Union Encourages Orange County Teachers to Apply for a Class Project Grant ** Los Angeles, CA – March 16, 2021 – California Credit Union is inviting all Orange County teachers who have an innovative class project idea to apply for a credit union grant through its bi-annual Teacher Grant program. The California Credit Union program is available to full-time teachers in Orange and Los Angeles County or credit union members teaching in California who are looking to fund special classroom and/or virtual learning opportunities for their students. The project should have clearly defined learning objectives tied to students’ academic needs, display creativity, and benefit a significant number of students. Ten California Credit Union grants of $500 each will be awarded to area teachers in May in the spring program. “We were founded to serve the education community, and we can’t think of a better way to continue that commitment than helping teachers provide an exciting learning opportunity for their students, particularly with the challenges of virtual and hybrid learning,” said California Credit Union President/CEO Steve O’Connell. “We hope this program will make it a little easier for educators to make a difference in the lives of our students, and encourage any teacher who has an innovative project idea to apply for one of our grants.” Interested teachers can find more information and apply online at ccu.com/teachergrant. The application deadline is April 23, 2021. Since the creation of the program in 2012, California Credit Union has awarded $125,000 in teacher grants to benefit students across Southern California.
    [Show full text]
  • Draft for Discussion: 9
    Media Contact Jeanne Ouellette (626) 529-5656, [email protected] California Credit Union Funds More Than $53.4 Million in SBA Paycheck Protection Program Loans to Support Local Business and Jobs ** Credit Union Provides SBA Loans to 546 Southern California Businesses Since Program Launch ** Glendale, CA – July 20, 2020 – Through the SBA Paycheck Protection Program (PPP), California Credit Union (CCU) has provided 546 small businesses with loans totaling more than $53.4 million. These PPP loans are estimated to have helped save or restore approximately 5,500 jobs across Southern California. CCU has a 100% approval rate for its eligible SBA loan applications, which largely supported businesses averaging between 10 – 12 employees. “Small local businesses are the backbone of our economy, and the SBA program has been an absolute lifeline to help these businesses survive the pandemic. When the program launched, our team immediately jumped into action, working seven days a week to help them access these funds, which in many cases were the only option to keep their doors open, the lights on, and staff on payroll,” said CCU President/CEO Steve O’Connell. “To meet demand, we redeployed and trained staff from other credit union areas, who have worked around the clock to assist members and submit applications. We continue to receive letters and emails from local businesses thanking us for our help, which show us the real impact this program is having in supporting the financial health of our communities.” Since the program became available, the credit union has reached out to its business members to offer support and ensure they were aware of the loans.
    [Show full text]
  • 2017 Annual Report
    2017 ANNUAL REPORT Sunset building mural, Jules Muck Chairman’s Message What a year 2017 has been for your credit union! The beginning of a quest evokes excitement. That is what I have seen in both our leadership and our staff. The credit union’s employees are committed to bringing our membership not only the very best in personalized service, as always, but the very latest in technology. Craig Luna That effort requires total dedication. I am happy to report to our membership that our staff is delivering on this commitment. We have begun the projects associated with transforming existing platforms. Our staff continues to serve the membership and sponsor outreach programs to LADWP employees and the communities they serve. This is evident in our collective support of charities such as Children’s Hospital Los Angeles, Guide Dogs of America and member appreciation events conducted throughout the year. While sponsoring these activities, the credit union crested $637.9 million in total assets and lent over $96 million in new loans. All of these activities happened while the staff continued to make improvements that ultimately sustains our safety and soundness. On behalf of the Board of Directors, I extend a heartfelt thanks to you, our members, for your ongoing support in 2017. We want you to know that our quest to deliver really cool banking solutions will continue into 2018 and beyond. Craig Luna Chairman, Board of Directors 1 President/CEO Report I am honored to succeed the retiring President & CEO, Mr. Carl Stewart, who shepherded this credit union for more than 30 years.
    [Show full text]