Sponsored by CUNA Strategic Services International Credit Union Day Special Edition Cover SP ISSUE 2013.indd 2 9/25/13 2:03 PM our e y $. urc $$ outso VE ou will d SA Y ks an l Chec Offi cia $100 million — helped our customers to prevent in fraud losses over past 3 years % — savings per item for some 30 customers — fi nancial institutions worldwide 4,000 trust MoneyGram 0913-11_OfficialMoneygram Ad.indd Checks 2 Cuna 2pgAd_5.indd 1 9/23/13 4:25 PM 9/20/13 1:28 PM our e y $. urc $$ outso VE ou will d SA Y ks an l Chec Offi cia $100 million — helped our customers to prevent in fraud losses over past 3 years % — savings per item for some 30 customers — fi nancial institutions worldwide 4,000 trust MoneyGram 0913-11_Official Checks Cuna 2pgAd_5.indd 1 Moneygram Ad.indd 3 9/20/139/23/13 1:284:25 PM INTERNATIONAL CREDIT UNION DAY SPECIAL EDITION VOLUME 79 EDITOR’S LETTER 7 THESE FOLKS ROCK! STEVE RODGERS, EDITOR-IN-CHIEF, CREDIT UNION MAGAZINE If you boiled down the credit union movement to its essence, you’d wind up with the familiar phrase “people helping people.” In honor of International Credit Union Day on Thursday, Oct. 17, Credit Union Magazine celebrates credit union rock stars—ordinary people who are doing the extraordinary—in this special bonus issue for our subscribers. All of us have bright ideas from time to time, but few of us STARS have the passion, conviction, and drive to put those bright ideas into action. ROCK STARS 8 PATRICK ADAMS 20 PAM FINCH Crossing the Line From Auditor to Advocate to Fight the Good Fight 21 AMY GRAVITTE 9 LAURA AGUIRRE Passionate About CU Philosophy— A Lion for the Low Income and Leadership 10 ARLENE BERNARD 22 JEFF HARDIN Fun With Numbers New Conference Kindles Cooperative Spirit 11 FRED BROWN ROCK ‘CU Man’ Takes Fight to 23 SARAH DALE HARMON Predatory Lenders Social Media ‘Spokester’ Speaks From the Heart 12 LESLEY CARRELL, LISA NICHOLAS, 24 CHAD HELMINAK AND AND ANDY REED CHRISTOPHER MORRIS Selling the CU Experience They Sing the Songs That Make the CU World Sing 14 CARA CARLEVATTI Young Professional Lives Out Her 26 CHERRY HEDGES Passion for Lifelong Learning Emphasis on Education Drives Growth 15 AMY DAVIS 27 JOHN HERRERA Filling Canoes for the Community A Champion of Change 16 MATT DAVIS 28 MANUEL HOCHHEIMER, Making a Difference JANET McNEILLY, Through Innovation AND JEANETTE RADMER Bringing New Business on Board 27 17 BRENT DIXON In Constant Pursuit of Good Design 32 HANK HUBBARD Making an Impact in Motown 18 DICK ENSWEILER 18 Once a Coach, Always a Coach 34 ERIC JENKINS He Means Business 19 HELEN ESTES A Beloved Rule Bender 48 Named ‘Rokmom’ 4 CREDIT UNION MAGAZINE ROCK STARS OCTOBER 2013 RockstarSI_Contents.indd 4 9/25/13 2:59 PM EXECUTIVE COMMITTEE PATRICIA WESENBERG • chair, Marshfield, Wis. DENNIS PIERCE • vice chair, Lenexa, Kan. 35 JEFF JOHNSON 46 TERI ROBINSON SUSAN STREIFEL • secretary, Federal Way, Wash. The Right People, the Right Initiative, Her Refusal to Quit Is an Inspiration ROD STAATZ • treasurer, Linthicum, Md. the Right Time PAT JURY • member-at-large, Des Moines, Iowa 47 JIM SCHRIMPF BILL CHENEY • ex-offi cio, Washington, D.C./Madison, Wis. 36 JAMES ROBERT LAY Calling the Central City Home ‘Bass’ MIKE MERCER • immediate past chair, Duluth, Ga. Ex-Punk Rocker Joins Digital Revolution 48 YVETTE SEGARRA DIRECTORS Much More Than a Paycheck STEPHEN BEHLER Ohio; ROBERT CASHMAN Mass. 37 DAN McGOWAN PETE DZURIS Mich.; JOHN GRAHAM Ky. A ‘Come-From-Behind’ Story Line 49 EMMA SMALLEY The Accidental Educator BRAD GREEN Ala.; ROGER HEACOCK S.D. 38 PATRICK LIVINGSTON AND PAUL HUGHES S.C.; MICHAEL L’ECUYER N.H. BRANDON McADAMS 50 BOB STOWELL WENDELL LYONS Ky.; BRETT MARTINEZ Calif. Young Execs Build Bonds Between CU Inner Fire Fuels Desire to Serve Others WILLIAM MELLIN N.Y.; MAURICE SMITH N.C. Professionals and Their Communities TROY STANG Ore.; SCOTT SULLIVAN Neb. 52 SANDRA SULLIVAN-WOODS EDWIN WILLIAMS Pa.; JEFF YORK Calif. 40 HEATHER MOSHIER Empowering Employees Getting Results and Enabling CUs to Serve Members EXECUTIVE STAFF BILL CHENEY • president/CEO 41 DICK NESVOLD 53 ROBBIE THOMPSON PAUL GENTILE • executive vice president of On a Mission to Protect the System strategic communications and engagement Steward of the Movement’s Principles JOHN MAGILL • executive vice president/ special assistant to the president 42 JASON OSTERHAGE 54 LISA TOTARO BRIAN NELSON • chief fi nancial offi cer A Source of Innovation SUSAN NEWTON • executive vice president Intellectual Curiosity Trumps Insularity of system relations ERIC RICHARD • executive vice president/ 43 JENNI PARAMORE 55 BILL VOGENEY general counsel Developing Tomorrow’s CU Leaders JILL TOMALIN • executive vice president/ Enthusiasm + Education = chief operating offi cer, Madison, Wis. Enduring Results 56 NANCY WHITTAKER Walking in Members’ Shoes SENIOR VICE PRESIDENTS 44 JOHN PARKS TERRY COSTIN • marketing & sales Hooked on CUs From Day One 57 CORLINDA WOODEN RYAN DONOVAN • legislative affairs 45 PAUL PHILLIPS The Nerf of Some People! MARY MITCHELL DUNN • regulatory advocacy A Heart for Service RICHARD GOSE • political affairs BILL HAMPEL • research & policy analysis WES MILLAR • CUNA Strategic Services JOIN THE CONVERSATION SUSAN PARISI • legal affairs HARLEY SKJERVEM • human resources & facilities PAT SOWICK • league relations Visit our special rock star page, TODD SPICZENSKI • center for professional development creditunionmagazine.com/rockstar, for these features: KATHLEEN O. THOMPSON • regulatory affairs • PHOTOS, PHOTOS, PHOTOS. See our credit union rock stars in action. • ROCK STAR WRITE-UPS. Read all about POSTAL INFORMATION Credit Union Magazine (ISSN 0011-1066) is published these remarkable people, who represent a monthly, with an additional special issue to be published in October of 2013, for $69 per year by Credit Union National broad cross-section of credit unions, leagues, Association, 5710 Mineral Point Road, Madison, WI 53705. (Multiple-copy and multiyear discounts available.) and related organizations. Periodical postage paid at Madison, Wis., and additional mailing offi ce. Copyright 2013 by Credit Union National • NOMINATE YOUR PEERS. Do you know someone who regularly channels his/her Association. Photocopying is illegal and unethical. inner credit union rock star? Visit creditunionmagazine.com/nominate-rockstar and POSTMASTER: Send address changes to Credit Union Magazine subscription department, P.O. Box 461, Annapolis nominate your unsung colleagues. Junction, MD 20701-0461. Single issues are available; call 800-348-3646. A member of Cooperative Communicators • TWEET AWAY. Follow the hashtag #CUrockstar and join the conversation. Association. Printed in USA by Union Labor. See you online! OCTOBER 2013 CREDIT UNION MAGAZINE ROCK STARS 5 RockstarSI_Contents.indd 5 9/25/13 2:59 PM Discover CUNA Councils. SYNERGY Experienced, connected and real- world focused, CUNA Councils are the only national organizations run by credit union professionals for credit union professionals. Congratulations 2014 memberships available NOW — to the 2013 join today and enjoy the extended Credit Union value of the rest of 2013 Rock Stars! and all of 2014. DidDid youyou know?know? Join us at cunacouncils.org 1515 ofof thethe CreditCredit UnionUi Magazine M Rock StarsStars are mmembersembers ooff tthehe CUCUNANA CouCouncils.ncils. © Credit Union National Association 2013 MANAGEMENT PAUL GENTILE executive vice president of strategic communications and engagement 202-508-6793 • [email protected] DOUG BENZINE vice president of publishing 608-231-4039 • [email protected] DOROTHY STEFFENS vice president of publishing operations 608-231-5719 • [email protected] KRISTINA GREBENER director of editorial staff & strategic development 608-231-4287 • [email protected] EDITORIAL STAFF JOHN WILEY publisher 310-490-3355 • [email protected] STEVE RODGERS editor-in-chief 608-231-4082 • [email protected] SUE LANPHEAR managing editor 608-231-4086 • [email protected] BILL MERRICK senior managing editor 608-231-4076 • [email protected] ANN HAYES PETERSON deputy editor 608-231-4211 • [email protected] ADAM MERTZ senior editor EDITOR’S LETTER 608-231-4342 • [email protected] CRAIG SAUER assistant editor 608-231-4918 • [email protected] ese Folks Rock! CONTRIBUTORS PHIL BRITT, DIANNE MOLVIG, PATRICK TOTTY e credit union movement is all about people. If you boiled down the DESIGN & PRODUCTION credit union movement to its essence, you’d wind up with the familiar LINDA NAPIWOCKI • art director DIANE LONG • graphic designer phrase “people helping people.” CHERYL GOKEY • graphic designer In honor of International Credit Union Day— ursday, Oct. 17—Credit JOEY SABANI • graphic designer Union Magazine is again publishing a special bonus edition as a gi to our LARRY QUAM • ad production ADVERTISING subscribers. JOHN WILEY is special issue is dedicated to credit union rock stars—ordinary people 310-490-3355 • [email protected] who are doing the extraordinary. All of us have bright ideas from time to Classifi ed ads LINDA CROCKER time, but few of us have the passion, conviction, and drive to put those 608-231-4122 [email protected] bright ideas into action. fax 608-231-4370 Some people do, however, and we call them “rock stars.” EDITORIAL ADVISORY BOARD Without people who roll up their sleeves and actually make credit unions SANDI CARANGI • Pennsylvania CU Association SUE DOUGLAS • State ECU, Raleigh, N.C. function, the credit union vision would be just that—a vision. But those DALE FRANKHOUSE • Sun FCU, Maumee, Ohio who work and volunteer for credit unions turn that vision into reality. MICHELLE HUNTER • CU of Southern California, Brea WILLIAM KENNEDY • Interior FCU, Reston, Va. We salute you. RICHARD S. MILLER • FeatherStone Planning and Consulting For the past several months, our subscribers have nominated their rock- ROBERT REH • Nassau Financial FCU, Westbury, N.Y. CINDY SWIGERT • United FCU, St. Joseph, Mich. star colleagues on our website. If you missed this year’s nomination win- DARYL TANNER • Share One Inc.