diana michaels chair, shapiro advisory committee ceo, western healthcare fcu

Diana MichaelsChair, Shapiro Advisory Committee

CEO, Western Healthcare FCU

Agenda• Welcome• Celebrating 20 Years of Shapiro CUs• Alice in Credit Union Land– Building Blocks of an Investment Strategy

& Plan

• Thank You to All our Sponsors, Donors, and Partners

12:48:24 PM

Thank You to Our Sponsor …

12:48:24 PM

1992$12M in assets$100 donation

Dave Chatfield visits Leo H. Shapiro to discuss the specific needs of smaller credit unions.

On July 9, 1992, Leo H. Shapiro provided the first donation of $100 to service the needs of those credit unions with assets of $12M or less.

The California Credit Union League establishes The Shapiro Group.

Eternal Flame AwardsIndividual•1995: Richard Ghysels First Financial FCU•1996: Bob Boland

NWC Community FCU

(now AltaOne FCU)

•1996: Darlene Wilson Wyle Employees FCU

•1997: Pat Wagner New World FCU

•1997: Dave Raley, Norton CU

•1998: Hollie Nawa, Gardena FCU

Organization•1995: Xerox FCU

•1996: San Mateo CU

•1996: Hughes Aircraft Employees

FCU (now Kinetca FCU)

•1997: Patelco CU

1999The Golden 1 CU Establishes …

The E. Roy Higgins Small Credit Union Technology Fund with $85,000.

Eternal Flame AwardsIndividual•1999: Chris Coursen Cherry EFCU &

Fountain Valley CU

• 2000: Clementine Singleton Watts United CU

• 2001: Joann Gibson Sharp FCU

• 2001: Barry Jolette San Mateo CU

• 2002: Robin Lentz Cabrillo CU

Organization•1999: The Golden 1 CU

•2000: HRD Network •2000: Safe 1 CU

•2001: Priority One CU

•2002: Fairview Empl FCU

2002 Special Award: Diamond Flame Service

Award Phyllis Carter, Steelcase

EFCU

2002

• 270 CUs

• $23M in Assets

• $61,000 Donations

Eternal Flame AwardsIndividual• 2003: Jon Hernandez

South Bay Health Services FCU,

Copley Los Angeles FCU, & Downey City Employees FCU

• 2004: Rob Greaff Antioch Schools FCU

• 2005: Bob Heim, Inland FCU &

Ketema FCU

Organization•2003: SchoolsFirst FCU

•2004: Members 1st CU

•2005: Wescom CU

2005• Shapiro Group David

Chatfield Diamond Flame Service Award (renamed in 2005) – Pat Wagner, retired CEO

2006• CU Partners for Advocacy Program

LaunchedAt CUNA’s 2006 Governmental Affairs Conference (L-R): California Agribusiness CU CEO, Adam Denbo; Fairview Employees FCU CEO Chris Coursen; Orange County Teachers FCU Political Professional Jason Lindstrom; and Diablo Valley FCU CEO John Pamer

Eternal Flame AwardsIndividual•2006: Julie Mattern Educational Employees CU

•2007: Adam Denbo California Agribusiness CU

•2008: Cheri Mora, San Mateo CU

•2009: Eric Bruen Desert Valleys CU

• 2010: Anita Macias Patelco CU

Organization•2006: Educational Empl CU

•2007: AltaOne FCU

•2008: The Golden 1 CU

•2009: Tucoemas FCU

•2010: CO-OP Financial Services

2008Shapiro Group Credit Union Summit is Launched!

2011

• 222 CUs

• $45M in Assets

• $128,000 Donations

2011First Cathy Arra Memorial Scholarship is Awarded to:

Lorna Stafford-Bentley, CEO of Ketema FCU

Eternal Flame Awards

Individual

•2011: Pat NeighborsThe Golden 1 CU

•2012: Jeremy CalvaAmerica’s Christian CU

Organization

• 2011: Grossmont Schools FCU

• 2012: CoastHills FCU

2012 Shapiro Group Successes– Members First• Creation of Compliance Grant

– Advocate• Partners for Advocacy • Increased Donations $37,000

– Listen, Learn, Innovate• Shapiro Summit • Improving Loan Yields White Papers• Launch a New Investment Webinar Series

12:48:26 PM

2012

1992 2002 2011 2012Credit Unions

270 222 201

Assets $12M $23M $45M $45M

Donations $ 100 $61,000 $128,000 $165,000

Thank You Shapiro Donors