Credit Union Executives
of Northern California

Next Meeting Info

Thursday, January 11, 2018
10:00 AM to 2:00 PM

Patelco Credit Union
5050 Hopyard Rd. - 4th Floor, Pleasanton

Networking with your peers – other CU CEOs ‐ on your desired topics

Already on the agenda:
Topics for 2018:
2018 Meeting Structure

It’s our meeting – what else do we want to talk about?

If you missed the last meeting, you missed lively discussions with your peers about such topics as website ADA issues, balanced scorecards and more.

RSVP: Chris Petro or call (925) 828-1320 x108

Bridging Collaboration and Solutions

CUENC Meetings:

Our networking group provides the opportunity for CEOs of credit unions in Northern California to meet quarterly to discuss relevant topics. The format is not sales based nor sponsored. We start with a topic, exchange best practices and discuss other hot topics of the day. CUENC meetings provide an opportunity for you to network and discuss issues with other CEOs in Northern California. Join us to collaborate and find new ways to better serve our members. Attendance adds value to the meetings so come and pass the word to other CEOs in our area. Lunch is provided by minimal member dues paid annually.

What value do you find coming to CUENC meetings?

Christine Petro, Reach FCU, Menlo Park

“I remember when my CU was too large to join the group now known as CUENC and I was SO jealous of the networking and information sharing that transpired. Now, as a member, I delight in the sometimes heated, always fervent discussions that take place at the meetings. I love being able to share and explore ideas with fellow CU CEOs, who know exactly what I’m going through and can always offer a helpful tidbit or more, even it’s just a different perspective than mine. Even if the meeting topic is of no apparent interest to me, I attend the meetings and never regret the time investment.”

Allan Ontai
former CEO Pacific Advantage FCU, Burlingame

“I was a founding member of the original group, CUBAEC. At the time, our reasons for organizing this group was to provide a forum for credit union CEO/Manages from the Bay Area (actually Northern California) small credit unions to meet and share ideas, concerns and other vital information that was vital to small credit unions. We also tried to pull together the assets of the group for purchasing power with some vendors. Throughout my time with the group (prior to my credit union merger), I looked forward to our quarterly meetings just so I could see and talk with other small credit union CEO/Managers to share my experiences and hopefully come back with something new. In these technologically changing times, I found this meeting very informative as I knew that there were other small credit union CEO/Mangers who had a more in debt knowledge of current IT and Social Media technology than I. I also enjoyed the social small talk with other CEO/Managers fun and a nice break from the every day stress of running a small credit union and encounters with the Federal and State regulators/examiners. That is what I found to be my takeaway from CUBAEC/CUENC.”

Carol Hauck, First U.S. Community CU, Sacramento

“I know I am not alone in saying that the best part of belonging to CUENC is networking with other credit union CEOs. This organization is based on the sense of community and sharing that the credit union movement was based. It is also helpful to stay up to date on current credit union industry topics and I can learn about other regions outside of Sacramento. While I am not always able to make the trip to attend every meeting, when I do, I am never disappointed and have an enjoyable and productive day with some great people.”

Shon Wellborn, Community CU, Garberville

“The relationships I have made through my association with CUENC have been invaluable to the success of our credit union. Networking has always been important to me, but never more so than when I moved to a remotely located credit union. When you have a group of CU professionals as close as an email or phone call your ability to know more, to do more, to access more, expands. I consider those meetings as collaboration with colleagues I both admire and respect.”

Patrick Redo, allU.S. CU, Salinas

“Your own private accessible group of consultants at the CUENC meeting willing to share their industry knowledge and experience!”

Diana Michaels, Western Healthcare FCU, Concord

“CUENC meetings are a rare opportunity to participate in meaningful discussions with your peers.”