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