• Dinner with Friends

    Dinner with Friends

    The Barns at Cooper Molera
    October 28, 2019

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    Featured SCCUA Member:

    Matadors Community CU

    Serving their members since 1963
    SCCUA member since 2017

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Speakers

Jim Bouchard

Jim Bouchard is an internationally recognized speaker, Leadership Activist, and founder of The SENSEI LEADER Movement ™.

He provides interactive keynotes and leadership programs for credit union audiences around the world. Recent appearances include The Caribbean Confederation of Credit Unions, CUNA, CUES, and many others.

His articles are featured in CU Insight, CU Journal, CU Times, and he appears regularly on TV and radio, including such programs as CU Broadcast, BBC Worldview and FOX News. Jim also hosts Walking The Walk, a leadership podcast highlighting compassionate, engaged leaders from all areas of business, diverse cultures and experiences.

Patrick Adams

Patrick is beginning his 43nd year with the credit union movement and has worked for St. Louis Community Credit Union for the past 32 years. Patrick was appointed CEO/President of St. Louis Community Credit Union in January, 2008. His efforts today focus exclusively on the strategic direction of SLCCU.

The credit union has witnessed substantial growth while maintaining high levels of financial strength. They currently maintain the highest level of name recognition/brand awareness among St. Louis city residents.

St. Louis Community Credit Union has 60,000 plus members and is one of the most active Community Development Financial Institutions in the country. SLCCU focuses on serving the stressed and distressed communities of St. Louis City and near County. The credit union employs 190 people, 90% of which reside in those same stressed and distressed communities. With the credit union’s 17th branch, SLCCU has an office within two miles of 98% of the St. Louis City population.

Patrick has spoken worldwide with companies for over 25 years. Based on your mood, Patrick is either motivating or aggravating. His presentations are informative and urge people to have the “ah-ha” moments that lead to success.

Patrick has a beautiful wife, four grown kids and four beautiful grandkids (with another one on the way).

Julia Landauer

Julia Landauer is a NASCAR racer and 2-time champion from New York City. With dozens of wins across different series, Julia has set records since she was 10 years old, including becoming the highest finishing female in NASCAR K&N Pro Series’ history in 2016. She currently races in the NASCAR Pinty’s Series. Away from the track, Julia graduated from Stanford University in 2014 with a bachelor of science degree. While at school she was also a contestant on the TV show SURVIVOR. Julia gave her first talk at TEDxStanford and has since shared her stories with many audiences. Julia is an honoree of the Forbes 30 Under 30 list and has spoken at Fortune’s Most Powerful Women’s Conference. Julia also serves as an external advisor to various companies. In developing her brand and business, Julia has collaborated with companies and organizations such as Spotify, Disney, and the One Love Foundation. As Julia continues to develop her career and brand on and off the track, she uses her platform to advocate for STEM education and women’s empowerment.

Tim Harrington

Author, consultant and speaker Tim Harrington has worked with credit unions in 49 states, Canada, Jamaica, Mexico, the US Virgin Islands, Puerto Rico and the Dominican Republic. His progressive ideas and broad knowledge of credit union issues has made Tim a valuable resource for credit unions nationwide. Tim has spoken to tens of thousands of credit union volunteers and staff and continues to inspire them to improve their credit unions.

Since 1996, Tim has been President of TEAM Resources, a firm providing consulting, strategic planning, and training to credit unions from coast-to-coast. TEAM Resources’ clients range from a few million to the billions in assets.

Tim’s book Eisenhower on Enlightened Leadership has inspired and delighted credit union and non-credit union readers nationwide. Tim has a Keynote presentation on the book that guides people to realize that leadership skills can be developed. He uses the fascinating example of General Dwight D. “Ike” Eisenhower as he inspired American and Allied troops to bounce back and drive toward victory after being soundly beaten at the start of World War II.

In addition, Tim’s book A Credit Union Guide to Strategic Governance has helped boards and CEOs keep a strategic focus at the board level, develop a system to help boards strengthen their governance skills, and while remaining on the Strategic Level, help push their credit union to greater success.

Tim was formerly a partner with the nation’s 3rd largest auditor of credit unions, known today as CliftonLarsonAllen. He has been working with credit unions since 1989 when he directed the internal audit of a large credit union in Tucson, Arizona. Prior to that, he was with a national accounting firm and has been practicing accounting and consulting since 1980. Tim was also appointed to the board of a troubled credit union. As chair, helped the credit union dig out losing $2 million per year to earning nearly $2 million a year within a short period of time.

Because of his knowledge, wit and unpretentious delivery, Tim is a much sought-after speaker in the credit union movement. Tim has made presentations at conferences for CEOs, Directors, Supervisory Committees, lenders, marketers, and many more. Tim is on the faculty of the CUNA Finance for Non-Financial Managers and Volunteers School, CUNA Volunteer Certification School and CUNA Management School.

Tucson, Arizona has been home for Tim since 1980, but he is a native of Montana. He holds a BBA in Accounting from Gonzaga University in Spokane, Washington. He has also attended universities in Morelia, Michoacan, Mexico and Florence, Italy and speaks several languages.

Jessica Jackle

Jessica is an entrepreneur and investor focused on financial inclusion, the sharing economy, and social justice. She is best known as a cofounder of Kiva, the world's first p2p microlending site, which has facilitated >$1B in loans since its founding in 2005. Jessica currently teaches entrepreneurship at USC, is an investor with the Collaborative Fund, and serves on the international board of Habitat for Humanity, among others. She has an MBA from Stanford, BA from Bucknell, certificate from Harvard, and is the author of CLAY WATER BRICK: Finding Inspiration from Entrepreneurs Who Do the Most with the Least (Random House). She lives in Los Angeles with her husband Reza Aslan and their three young sons.

Jeneé Rawlings

Jenee has worked for Yolo Federal Credit Union in the Sacramento Valley for 30 years, spending many of her formative credit union years in Human Resources and Operations. She graduated from Western CUNA Management School in 1996. She has a Bachelor’s degree in Business Management with a focus in Organizational Psychology and received her Master’s in Business Administration from Arizona State University. Jenee is a proud Rotarian and is involved with many volunteer activities throughout Yolo County including board positions with a local hospital, a multi-level assisted senior living campus, and several chambers of commerce. She recently helped establish the Sacramento Valley Sister Society Chapter of the Global Women’s Leadership Network, a program of the World Council of Credit Unions.

Charles Wiggington

Since being hired in March 1992 as Vice President/Chief Operating Officer was promoted to President/CEO in December 2006.

As President/CEO, oversees all operations -- which include loan and share growth, delinquency and charge-off control, member relations, employee career development, setting the vision and direction of the Credit Union.

Charles’s prior years in the banking industry began in 1977 and have included experiences at Security Pacific National Bank, three major savings and loan institutions and Bank of America.

Charles is native of Indianapolis, Indiana and graduate of California State University Northridge with a Bachelor of Arts.

Dave Roughton

Dave Roughton is the President/CEO for SAFE Credit Union (SAFE) in Folsom, CA. SAFE is a $2.9 billion locally owned and managed not for profit, cooperative commercial and consumer financial institution serving nearly 230,000 members with 700 employees and 22 branches throughout the Sacramento metropolitan area. Prior to joining SAFE in 1999, Dave worked for Arthur Andersen LLP for more than 7 years in its Business Consulting and Audit practices. Dave is a CPA; he earned an MBA from the University of California, Davis, Graduate School of Management and a BS in Business Administration from the University of New Hampshire, Whittemore School of Business & Economics. Dave is active in industry and community affairs through his volunteer work with several organizations. Currently, Dave volunteers his time as a member of the California Credit Union League Board of Directors and as the Board Liaison to the League’s Regulatory Advocacy Committee. Dave is also a former Director and Board Chair of Member Business Lending, LLC located in Salt Lake City, UT.

Dave serves as the Treasurer and Director for the Board of Directors of the Sacramento Metro Chamber of Commerce, is a Director and Past Chairman of the Board for The First Tee of Greater Sacramento and serves on the Align Capital Region Board of Directors.

CU Plan

 

CU PLAN, with “Living Trust Educators”, is a Legal Document Assistance Corporation, working in partnership with Trust Attorneys Kevin Fehrmann and Desiree Causey.  We’re not a law firm, nor are we attorneys, but we’re Bonded, Registered, and Certified in Orange County to prepare Legal Documents for persons throughout the State of California at their direction. We also partner with Vision Advisors to teach extremely important I.R.A. tax planning strategies to build wealth for your family, while reducing the tax exposure they face when you’re gone!

I created CU PLAN after providing financial guidance and long-term retirement planning to credit union members starting all the way back in 1986.

We provide credit union members with Living Trust Planning solutions that would cost $3,000 to $5,000 for a fraction of that cost! We also provide both Live and Recorded On-Line Classes, and IRA Tax Strategies, preventing the IRS from continuing to be the single largest beneficiary of your IRA or any other retirement plan!

 

CUNA Mutual Group

 CUNA Mutual Group helps people plan, protect and invest for their future – regardless of their financial standing. The company was founded more than 80 years ago by credit union leaders who were looking for an insurance and investment partner they could trust. Today, CUNA Mutual Group helps credit unions and hardworking Americans build financial security through commercial and personal insurance products; lending and payment security solutions; and risk management, retirement, investment, and marketing services. Additional information about the company can be found at www.cunamutual.com.

 

vantiv

 

Vantiv is a proven leader with 40 years of innovation and thought leadership as an integrated payment processor focused on helping over 750 credit union clients be more successful with their card programs, while creating a better member experience, increasing revenues, reducing expenses, and mitigating fraud.  Vantiv’s fraud monitoring is a leading edge solution, and client’s experience approximately 46% less fraud on Vantiv’s platform as compared to the industry average. 

As the #1 acquiring processor in the country, processing over 25 billion transactions a year, Vantiv sees over 75% of the daily spend, which provides powerful insights helping credit unions drive their card top of wallet while growing the portfolio.

 

FTSI

FTSI is the largest independent provider of financial technology services for credit unions and community banks in the Western Region of the United States and one of only two NCR Elite Partners. Since 1998, FTSI has offered a comprehensive suite of cutting-edge ATM management solutions including hardware, software, and cash services. FTSI combines leading technology with superior customer service to provide outstanding first and second line maintenance as well as offering consultative services to clients looking to transform their branches with omni-channel solutions. FTSI is proud to partner with both CUNA Strategic Services and CCUL.

 

SHARE ONE

Share One, a CUSO, offers over three decades of reliable core/data processing experience serving the credit union industry.  Our core processing system, NewSolutions, a highly flexible, user-friendly system, is a collaborative design created by credit union professionals and our expert programmers. NewSolutions is Windows-based, uses MS-SQL server, and is supported by an experienced staff. The robust system offers many fully integrated modules including: NSQuery Reporting System, Relationship, Cross-Sell, Collections, General Ledger, Mortgage/Business/Participation Lending, Home Branch, and Disaster Recovery with real-time redundancy and so much more. Delivery options include: In-House, Service Center, and Hosted In-House. Visit www.shareone.com for more information.

 

PSCU

Established in 1977, PSCU (St. Petersburg, Fla.) is the nation's leading credit union service organization (CUSO). The company was recognized as CUSO of the Year in 2016 by the National Association of Credit Union Service Organizations. PSCU’s products, financial services solutions, and service model collectively serve to optimize credit union performance and growth, protect over 2 billion transactions annually from fraud, and support over 850 Owner credit unions representing more than 20 million credit, debit, prepaid, online bill payment and mobile accounts. Comprehensive 24/7/365 member support is delivered through contact centers located throughout the United States. For more information, visit www.pscu.com.

 

Integrated Builders Group

 

Integrated Builders Group (IBG) has been the premiere design-build firm for the Credit Union industry since 2006. Our turnkey construction services deliver meticulously crafted branch solutions that reflect the uniqueness of each of our credit union clients.  From Ground Breaking to Grand Opening, we manage the every detail of our projects, so our clients don’t have to.

 

 

O’Rourke & Associates

O’Rourke & Associates offers a wide range of professional consulting services exclusively to the credit union industry.  Specializing in executive recruitment and talent management, we have assisted credit unions across the country in attracting high-performing leaders. Our executive search process is based on a thorough understanding of the strategic, financial and operational issues impacting your organization. Credit unions value us for our deep expertise, valuable insight, honest advice and commitment to the success of clients and candidates. We are also able to bring our depth of experience to assist with succession planning, leadership development, compensation analysis and HR consulting. 

 

SWBC

Since 1976, SWBC has been providing services to meet the needs of almost every credit union. We offer product solutions to help our credit union partners be successful, with a focus on insurance and lending. SWBC is completely customer-driven and is committed to continuous improvement of technology and to assisting our clients to manage risk, generate income, and streamline operations.

We listen to our customers’ needs, analyze their current situations, and recommend customized solutions. Throughout our partnerships, we stay in constant communication to assess program effectiveness, goal attainment, and results.

In addition, we live by the values of integrity, service, trust, commitment, accountability, excellence, and teamwork.

For more information, visit www.swbc.com

 

Morgan Stanley

 

Morgan Stanley has earned a worldwide reputation for excellence in financial advice and market execution. With more than 1,300 offices in 43 countries, the people of Morgan Stanley are dedicated to providing our clients the finest thinking, products and services to help them achieve even their most challenging goals.

 

Btech

Btech is the market leader in providing affordable IT security services for credit unions. Btech’s services help credit unions meet compliance requirements for IT security. Our managed services include firewall, email security, vulnerability assessment, encrypted data backup, and private cloud disaster recovery services.

Btech has been in business since 1989 and works with over 100 credit unions throughout the United States. Btech is SSAE-16 certified and provides full vendor due-diligence documentation for all of its clients.

Please contact Lee Bird, President of Btech, if you have any questions at 626-397-1045 or This email address is being protected from spambots. You need JavaScript enabled to view it..

 

GreenPath Financial Wellness

GreenPath Financial Wellness is a nationwide, non-profit financial counseling and education organization. GreenPath has been empowering people to lead financially healthy for fifty years. We partner with credit unions to empower their members to help ease financial stress, manage debt, save for the future, make smart financial decisions, and achieve their financial goals. GreenPath Financial Wellness has over sixty (60) centers and two (2) in California. We have over 400 plus credit union partners. 

Right Choice Mortgage

Right Choice Mortgage partners with credit unions in California to provide value in two ways:

  1. We specialize in bringing in adjustable rate mortgages for the credit union portfolio from RCM’s own marketing efforts.
  2. We increase fee income by expanding the credit union mortgage product line; training tellers and offering them incentives; and creating, producing, and supporting your mortgage marketing efforts with proven strategies.

Right Choice Mortgage successfully added over $20 million of Adjustable Rate Mortgages onto our partners’ portfolios in 2016 as well as earning them over $100,000 in fee income. 

 

CU Direct

For more than twenty years, CU Direct has been a lending technology leader, helping credit unions increase loan volume and income, create efficiencies, and grow membership through its lending, automotive, and strategic solutions. CU Direct offers an extensive suite of products and services designed to help credit unions advance their lending programs while managing risk. Products include CUDL, the nation’s largest vehicle lending network for credit unions; AutoSMART, a digital auto shopping program; Lending 360, a complete loan and new account origination platform; Lending Insights, a loan portfolio analytical system; OnSpot Financing, a retail & medical lending portal; and Vero, vehicle service programs and identity theft solutions. For more information, visit www.cudirect.com

P360

P360 is recognized by Credit Unions as a leader in loan risk and reporting.

Our mission is to make data management and loan risk monitoring available for everyone, no matter their institution’s size or strength.

P360’s Mosaic software stores historic data for trending; CECL reporting and performance monitoring. Track refreshed credit scores, updated property values, vehicle values and other collateral to transform your data into usable information.

  • Loan Level Risk Scoring and Expected Loss modeling (CECL)
  • Reporting, Trending, Migrations, Concentration Risk, Stratifications, Performance Tracking
  • Collateral Valuations (Free for SCCUA members)

 

CU Partners

Stearns Lending, LLC DBA CU Partners is a leading provider of mortgage lending services throughout the United States where licenses are held.  The Financial Institution Group has over 20 years of experience offering flexible mortgage solutions for any size credit union.  We give you proven practices, the latest technologies and the most highly motivated team to build a profitable business solution.  We help our partners reduce attrition and retain existing members with no cross solicitation of financial products.  It takes a true combination of credit union philosophy and mortgage lending knowledge to become the most trusted mortgage outsourcing partner.  

 

Cook Security Group

At Cook Security Group we have one motto, “We Make it Happen!”  It’s about the customer and our core values are based on saving our customers money and making their lives easier!  Cook will always be a service company first, whether that’s providing the best technicians within our eight-state footprint, use of technology and automation Nationally, or just a friendly voice within the department you need help in.  Our attitude and focus are to always “Make it Happen!”

Cook recently launched Cook Command Center, the ultimate online interface to view any equipment, anytime, anywhere!  With Cooks National coverage of over 15,000 branches and 350 Financial Institutions, we got you covered!  Bundle any of the following Cook services or products: ATM, Interactive Teller, TCR, Alarm, Video, Access Control, Lock work, Safes, Drive ups, and a full line of Remote Managed Services.

 

Corporate America Credit Union

Founded in 1982 and based in Irondale, Alabama, Corporate America Credit Union is a dedicated, not-for-profit financial cooperative governed by a board of directors elected from and by our member-owner credit unions. Corporate America serves nearly 500 credit unions across the nation and seeks to add value to member credit unions by providing access to a comprehensive list of products and services including investments, liquidity solutions, and correspondent services such as ACH, item processing, and remote deposit capture. Our priority is serving the needs of our member-owners to help ensure their future success. For more information, call (800) 292-6242 or visit www.corpam.org.

 

Allied Solutions

 

Creating Solutions Through Partnerships.®

At Allied Solutions, we never lose sight of what’s important. Everything we do revolves around making our clients the Focal Point. We make it our job to fully understand the objectives, strategies, and challenges of each and every client, placing you at the center of our universe. We offer strategies, solutions and professional expertise tailored specifically to your needs. There are a lot of companies out there offering financial services…but only one with the focus and service commitment of Allied Solutions. Contact us today to learn more about the advantages of being Allied.

800-826-9384 

www.alliedsolutions.net

 

InterWest Insurance, LLC

InterWest Insurance’s difference is that we represent YOU! Are you tired of the ever-increasing cost of insurance you get from just one source? We are an independent insurance brokerage with access to a variety of insurance companies which enables us to provide your organization with excellent coverage and competitive pricing. We also have a unique Supplemental Executive Retirement Plan that is different from those being offered in the marketplace that provides more flexibility and tax advantages.  

If you are interested in options, contact our Financial Institutions Practice leader, Rich Pratt at 1-800-444-4134 or This email address is being protected from spambots. You need JavaScript enabled to view it..

 

Events

1Q Collaboration Forum

1Q Collaboration

Forum

03.07.19

2018 Collaboration Conference

2019 Collaboration

Conference

06.12.19-06.14.19

CU Olympics

credit union

Olympics

08.17.19

3Q Collaboration Forum

3Q collaboration

forum

09.12.19

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Dinner With Friends

dinner with

friends

10.28.19

4Q Collaboration Forum

4q collaboration

forum

12.12.19

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