More than 80 industry leaders from nearly 30 credit unions and affiliates attended this year’s 15th Annual Shapiro Summit at JW Marriott Anaheim Resort in Anaheim, CA from Aug. 19 – 20, which provided a wealth of information designed to help credit unions under $200 million in assets solve real-life issues — including staffing, succession planning, due diligence, risks, safety, and so much more.
(View this year's Shapiro Summit photo gallery, organized by the Shapiro Group Advisory Committee and hosted by the California and Nevada Credit Union Leagues).
Headlining this year’s conference was National Credit Union Administration (NCUA) Board Chairman Todd Harper. The chairman said he was honored to engage with small credit union leaders as the industry remains focused on serving all types of communities across the nation. He applauded the hard work, due diligence, and innovative decisions those in the audience were facing each year as they continue serving their members.
Topics for Shapiro Summit were created by credit unions, for credit unions. They included economic and interest rate insights, interactive collaboration solutions gaming on real-world issues and scenarios, what's ahead in federal government affairs, innovative lending solutions geared specifically for credit unions, CEO retirement succession strategy at all levels, and more.
Attendees also heard from California and Nevada Credit Union Leagues President and CEO Diana Dykstra, who thanked small credit union leaders for taking the time to come engage with their peers, as well as gained insights during a federal legislative update by Leagues Senior Vice President of Federal Government Affairs Jeremy Empol.
Additionally, a special panel graced the conference with a discussion surrounding the importance of succession planning at all levels of a credit union. With more than 100 years of combined experience, the panel was comprised of Upward CU CEO Linda White, Kaiperm CU CEO Karen Introcaso, and Humanidei + O'Rourke CEO Jill Nowacki. At the culmination of the event, the Shapiro Advisory Committee honored White and Introcaso on their upcoming retirements, which gained a standing ovation. Introcaso also provided her strategic succession plan to all Shapiro Summit attendees.
Other presenters (and a few insights from their discussions) included:
The Leagues would like to thank all corporate sponsors of this year’s Shapiro Summit: Catalyst Corporate FCU (Diamond Sponsor); CUNA Mutual Group (Gold Sponsor); American Share Insurance (ASI) (Copper Sponsor); CU Northwest (Copper Sponsor); Co-op Solutions (Bronze Sponsor); RMJ Foundation (Bronze Sponsor); Cotribute (Bronze Sponsor); and Origence (Bronze Sponsor).
Shapiro Summit, hosted annually by the California and Nevada Credit Union Leagues and the Leagues’ Shapiro Group, is THE exclusive gathering of small credit union minds and the only event on the West Coast designed for credit unions that are $200 million assets and under. Boasting a 98 percent average approval rating, this unique annual conference is one of the most anticipated events of the year.
Author: Mike Lawson
Married to a most gorgeous and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.