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