Recent Announcements
CU Direct Corporation Seeking Chief of Staff
SafeAmerica Credit Union Seeking New CEO
MWD Federal Credit Union Seeking New CEO
Kennedy Space Center FCU Seeking New CEO
Education First Credit Union Seeking New CEO
Salal Credit Union Announces New CEO
CitizensFirst Board Names New CEO
Richard Romero New CEO at Seattle Metropolitan CU
First Tech Federal Credit Union Seeking New CEO
Pen Air Federal Credit Union Seeking New CEO
San Bernardino School Employees Federal Credit Union Seeking New CEO
Advantis Credit Union Seeking New CEO
Dow Louisiana Federal Credit Union Seeking New CEO
California Coast Credit Union Seeking CLO
1st Credit Union of Gainesville Announces New CEO
Parker Community Credit Union Seeking New CEO
NCUA Names CEO at Conserved Arrowhead Central CU
Lake Trust Credit Union Announces New President/CEO
SESLOC Federal Credit Union Announces New President/CEO
Salal Credit Union Seeking New CEO
California Coast Credit Union Seeking Financial Manager
CitizensFirst Credit Union Seeking New CEO
LEVERAGE Agreement Broadens Ability for Credit Union to Recruit Executive Talent
Bay Federal Credit Union Seeking New CFO
Florida Commerce Credit Union Seeking New CFO
Kaiser Federal Bank Seeking New CIO
FORUM Credit Union Seeking New CEO
KeyPoint Credit Union Seeking New CEO
Carla Altepeter Name Chief Executive Officer of Numerica Credit Union
Seattle Metropolitan Credit Union Seeking New CEO
TAPCO Credit Union Chief Executive Officer Announcement
Valley Oak Credit Union Seeking New CEO
Columbine Federal Credit Union Seeking New CEO
Stanford Federal Credit Union Seeking New CFO
University of Michigan Credit Union Announces Search for CEO
1st Credit Union of Gainesville Chief Executive Officer Opportunity
Sesloc Federal Credit Union Announces Search for CEO
Wings Financial Credit Union Chief Executive Officer Opportunity
Lake Trust Credit Union Celebrates 1 Year Anniversary
Jim McCarthy to Lead Northwest Resource Federal Credit Union
Harborstone Credit Union announced search for Chief Financial Officer
Credit Union of the Rockies Announced Search for CFO
Tapco Credit Union Seeking New CEO
Santa Cruz Community Credit Union Seeking New CEO
SF Fire Board of Directors Appoints Darren Herrman as CEO
Numerica Credit Union Seeking New CEO
New President/CEO Joins First American Credit Union
The CA/NV Credit Union Leagues Select Diana Dykstra as New CEO
Memphis Area Teachers Credit Union Selects Daniel Weickenand as Its New CEO
O'Rourke & Associates to Orchestrate Search for the CU Association of Colorado
O'Rourke & Associates to Orchestrate Search for CA/NV CU League
Stanford FCU Selects Joan Opp as Its New President/CEO
Thomas Johnson to Replace Steven Dahlstrom at Spokane Teachers' CU Helm
South Carolina Credit Union League Announces New CEO
Envision Credit Union Announces New CEO
CU DIRECT CORPORATION SEEKING CHIEF OF STAFF
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CU Direct Corporation is currently seeking strategically focused, entrepreneurial leadership to consider the newly created position of Chief of Staff. CU Direct provides lending solutions to credit unions and automotive dealerships through a national network and innovative technology. Headquartered in Ontario, CA and having 5 regional offices throughout the US, CU Direct services 1,000 credit unions and over 7,800 automotive dealerships. The COS will be responsible for translating corporate strategy into executable plans, resource allocation, and process discipline. The COS will work closely with the CEO and executive team to manage and lead strategic planning activities, facilitate project plan implementation, communication of corporate brand, goals, and objectives along with direct oversight of HR and marketing. The COS will demonstrate a leadership style that will provide support to a seasoned, highly collaborative, action oriented executive team. Successful candidates will have track record for building and maintaining revenue streams and sales management systems along with a min of 10 years’ experience working in a national, high expansion environment, preferably in the financial or technology industry. BS required/MBA preferred.
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SAFEAMERICA CREDIT UNION SEEKING NEW CEO

SafeAmerica Credit Union, located in Pleasanton, CA ($280M in assets) has announced its search for a new Chief Executive Officer. SafeAmerica represents an outstanding opportunity to leverage the organization’s solid financial position, brand, and seasoned leadership team to strategically position the credit union for sustainable growth and business model expansion. Our client is seeking innovative leadership to provide a fresh perspective on strategic planning, product line and market/SEG development, and the ability to lead through collaboration and exceptional communication. Successful candidates will have a proven track record for bottom line financial performance, leading strong lending operations, and robust sales and service culture initiatives. The SafeAmerica board of directors is seeking credit union executives that embrace technology, innovation and the value of external relationship management with the organization’s constituency. 5-7 years of credit union executive management and a bachelor’s degree is required.
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MWD FEDERAL CREDIT UNION SEEKING NEW CEO
MWD Federal Credit Union (41M in assets) located in downtown Los Angeles, CA is currently seeking a new Chief Executive Officer. In this critical role, you will plan and direct all credit union activities in accordance with those policies established by the Board of Directors. Specific responsibilities will include strategic planning, lending, operations, new product development and all financial management activities. Ideal candidates will possess a solid understanding of credit union operations, policies and regulations and have the ability to work with a collaborative Board of Directors in the execution of strategic initiatives. This is a hands-on management role that will require candidates to thrive in a team oriented environment. The Board is seeking a seasoned professional; a motivational leader with a high degree of integrity who will emphasize the professional development of credit union employees. The credit union enjoys a strong and supportive relationship with its sponsor, the Metropolitan Water District of Southern California. Excellent communication skills are required. 5-7 years of senior management experience in a credit union and a bachelor’s degree is required. Strong preference will be given to local/regional candidates.
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KENNEDY SPACE CENTER FEDERAL CREDIT UNION SEEKING NEW CEO

Kennedy Space Center Federal Credit Union ($567M) has initiated their search for a new Chief Executive Officer. This steadily growing community based credit union, serves employees of Kennedy Space Center, NASA, and residents of Brevard and Volusia counties. The Board desires a fully engaged leader to continue the credit union’s drive to provide innovative, high quality financial services to its members through branch and technology based delivery channels. The credit union has achieved remarkable growth and maintains rock solid capital in this challenging economic and competitive environment. Successful candidates will have a track record of success in leading organizations with robust, diversified lending programs utilizing strategic marketing initiates that enhance branding and community awareness. The ability to drive efficient, cost effective operations and the execution of strategy through collaboration will be essential. Prior CEO experience in a similar sized organization with proven performance or senior leadership experience in a larger credit union with core cross-functional oversight will be required. A bachelor’s degree is required.
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EDUCATION FIRST CREDIT UNION SEEKING NEW CEO

Education First Credit Union ($86M) is seeking a successor to their retiring CEO. The credit union offers an outstanding opportunity for a leader who is enthusiastic about growth, an advocate for technology based delivery channels and shares an energy and desire to leverage technology to serve the membership. The credit union holds a TIP charter for the education industry, covering the entire state of Ohio – a huge market with a deep niche. The credit union is well positioned for new growth with a significant investment in video banking technology, a strategic plan enthusiastically supported by the Board and sound capital. The successful candidate should have a track record of successful leadership in a progressive credit union with 10 years pervious senior credit union management preferred. A Bachelor’s degree in a related field is required.
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SALAL CREDIT UNION ANNOUNCES NEW PRESIDENT & CEO
Russell Rosendal, former CFO, to lead Salal Credit Union

SEATTLE – March 13, 2012 – When Russell Rosendal’s acceptance of the position was formally announced to the employees of the Seattle credit union in early March, the room erupted in applause. The popular former-Chief Financial Officer who joined the staff in September 2008 has been instrumental in the Credit Union’s continued success and stability during the challenging years of the recession.
In the years since Rosendal joined Salal, the Credit Union has grown from $254M to $344M in total assets, and recently exceeded $300M in deposits. “We’ve been enjoying steady, sustainable growth during a time when many financial institutions were experiencing real difficulties,” says Alan Lederman, Chair of Salal’s Board of Directors. “We’ve been able to focus on tomorrow when others were just hoping to survive today. A lot of that is due to Russ’s knowledge and counsel as CFO.”
Salal hasn’t just survived; it’s thrived—adding new products, upgrading systems and software, even partnering with credit unions in Oregon to expand its lending reach into new territory. The credit union recently announced a new line of Visa credit cards and has plans to introduce business products and services soon.
Rosendal has over 25 years’ experience in the financial industry, having served as EVP/CFO at both Cascade Bank in Everett and Foundation Bank in Bellevue, then as VP of Finance, Planning and Analysis for Washington Mutual before joining Salal CU. Rosendal has a BA in Economics from the University of Washington and an MBA from Seattle’s City University.
“Salal Credit Union has a culture of risk awareness,” says Rosendal. “We do our research and our due diligence, and when we’ve established the best course of action, we move aggressively. Our members know their best interests guide our every move and decision; we see that trust in our branches and in our balance sheet as our loans and deposits continue to break records nearly every month. We will continue to earn that trust by making smart decisions. Salal has a very bright future, and I’m honored to play a role in realizing our potential.”
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CITIZENSFIRST CREDIT UNION BOARD NAMES KEVIN J. RALOFSKY NEW PRESIDENT/CHIEF EXECUTIVE OFFICER

(February 22, 2012) – Oshkosh, Wis. –The CitizensFirst Credit Union board of directors has named Kevin J. Ralofsky as the organization’s new Chief Executive Officer. Ralofsky will take the helm at CitizensFirst Credit Union May 29.
Ralofsky is currently the CEO of Vacationland Federal Credit Union in Sandusky, OH. At VacationLand, he championed corporate branding, growth in the business loan portfolio and innovative social media and guerilla marketing outreach efforts to bring more Gen Y members into the credit union. He is founder of ChatterYak!, a Credit Union Service Organization, that provides social media consulting services to credit unions across the country. Ralofsky is also a board member of the Ohio Credit Union League and other local non-profit organizations.
"I am impressed at how CitizensFirst has innovated and grown, and most importantly, how the team has continually placed the member in the middle of it all,” Ralofsky said. “I am so excited to be a part of a culture with such strong passion surrounding the member experience.”
Before joining VacationLand Federal Credit Union, Ralofsky worked as a management consultant in financial services and medical fields and in commercial lending and retail services for corporate banks. He was the Vice President of Commercial Lending with Fifth Third Bancorp in Cleveland, Ohio, and Assistant Vice President Commercial Banking for National City Corporation in Cleveland, Ohio.
Ralofsky earned his M.B.A. from the Weatherhead School of Management at Case Western University, where he graduated with concentrations in Banking and Finance and Mergers and Acquisitions. He earned his Bachelors of Science from the University of Dayton.
About CitizensFirst Credit Union
CitizensFirst is a member-owned, not-for-profit financial cooperative with membership and banking services open to anyone who lives, works or worships in the counties of Winnebago, Fond du Lac, Calumet, Outagamie, Dodge, Washington or Waushara . Originally opened as Wisconsin Axle Credit Union in 1937, CitizensFirst now has offices in Oshkosh and Fond du Lac and serves over 30,000 member-owners. Today, with over 70+ years of prudent financial decision-making and strong capital reserves, CitizensFirst has $350 million in assets, ranking in the top 5% of credit unions nationally.
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RICHARD ROMERO NEW CEO AT SEATTLE METROPOLITAN CU

There’s a new leader at Seattle Metropolitan Credit Union. Richard Romero, chief operations officer of Los Angeles Firemen’s Credit Union, has been named president/CEO of the $570 million credit union.
"I knew (SMCU) was the right place for me," said Romero. "I saw a close relationship between the 7 Principles and my management style and beliefs. I believe that now is the time for cooperatives, such as credit unions, to really stand out and become part of the solution.
“Serving the underserved and looking for opportunities to provide services that are affordable, fair and competitive is what the public needs and SMCU is primed to deliver."
With more than 24 years of financial services experience, most recently as LAFCU's COO, Romero has led teams from consumer lending, member services, operations, call center and facilities, to real estate and business services, commercial lending and information technology, his new employer said.
http://www.cutimes.com/2012/02/01/richard-romero-new-ceo-at-seattle-metropolitan-cu#.TymcUpuHEp4.email
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FIRST TECH FEDERAL CREDIT UNION SEEKING NEW CHIEF EXECUTIVE OFFICER

First Technology Federal Credit Union has announced its search for a new Chief Executive Officer. Having over $5B in assets, First Technology FCU is the 15th largest and one of the most progressive credit unions in the United States. With a nationwide membership that stems from organizations like Microsoft, Hewlett Packard, Agilent Technologies, Intel and Nike; First Tech continues to evolve as the dominant credit union serving the world’s leading technology organizations. First Tech has a history of delivering stellar benefits to members, superior financial performance, technological innovation and diverse business and collaborative models that include a robust investment services operation with over $2B in assets under management. This is an exceptional opportunity to work with a collaborative, performance driven, Board of Directors and highly skilled leadership in the execution of strategy to leverage the benefits of the industry’s most significant merger.
Successful candidates will possess strategic dexterity and significant operational experience directing diverse lines of business with a geographically dispersed footprint, along with experience driving M&A activity to include leadership of strategic and cultural integration initiatives. Applicants should be well connected, have exceptional communication skills, and an extroverted leadership style that inspires staff, and promotes professional development and innovation. 10-15 years of executive leadership experience with a multi-billion dollar financial institution is required. A bachelor’s degree in business, economics or finance is required. An MBA is strongly preferred.
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PEN AIR FEDERAL CREDIT UNION SEEKING NEW CHIEF EXECUTIVE OFFICER

Pen Air FCU ($1.1B in assets) located in Pensacola, FL has just announced its search for a new Chief Executive Officer. This is an outstanding opportunity to lead an organization with a history of strong bottom line financial performance, an appreciation and dedication to community development, and commitment to exceptional member service. Pen Air FCU’s deep market penetration and compelling brand value positions the organization for continued expansion through innovative product development and expanded service offerings. Successful candidates will demonstrate a track record for driving strategic planning and the execution of initiatives that develop robust and diverse lending programs.
The credit union’s new CEO will possess sound business acumen and competency in the areas of asset liability management, business services, and the design of geographic growth strategies. Position requires a leadership and personal interaction style that promotes collaboration, high levels of employee engagement, and a corporate culture that encourages professional development. Broad executive leadership or prior CEO experience in a large, complex credit union and a bachelor’s degree is required.
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SAN BERNARDINO SCHOOL EMPLOYEES FEDERAL CREDIT UNION SEEKING NEW CEO

San Bernardino School Employees Federal Credit Union (60M) is seeking a new Chief Executive Officer. Located in the San Bernardino Valley, the credit union is seeking a strategic, innovative leader to oversee all aspects of the credit union’s operations. The qualified executive will be responsible for leading and directing all organizational activities to provide a clear strategic vision and continue the credit union’s philosophy of providing exceptional member service. A track record for the development and execution of growth strategies through SEG and product development, community involvement and innovative marketing will be required. Successful candidates will have broad based functional experience with competency in ALM and investment management. The ideal candidate will have a transparent, engaged and highly collaborative management style with excellent communication skills. A bachelor’s degree in business or economics is strongly preferred.
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ADVANTIS CREDIT UNION SEEKING NEW CHIEF EXECUTIVE OFFICER
Advantis Credit Union located in Milwaukie OR ($850M), is seeking a new Chief Executive Officer to continue its mission of providing exceptional and sustainable financial value to members. A consistent leader in Return to the Member rankings, the credit union seeks a CEO who will continue to drive value to the membership through creative products and services, delivered with an orientation toward outstanding member service by talented staff working in a high performance culture with accountability for measured results. The CEO will be responsible for driving a business model centered on efficiently producing quality products with differentiated value. The successful candidate will have 7-10 years of proven experience in executive leadership with a credit union or similar financial services organization demonstrating operational excellence - merger experience a plus, change and innovation leadership essential. BS required/MBA preferred.
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DOW LOUISIANA FEDERAL CREDIT UNION SEEKING NEW CHIEF EXECUTIVE OFFICER

Dow Louisiana Federal Credit Union in Plaquemine, LA has just announced their search for a new Chief Executive Officer for its growing organization. Having over $250M in assets, DLFCU offers an exceptional opportunity to lead and expand the community based financial institution to the next stage of evolution. Reporting to a Board of Directors, the CEO will be charged with continuing the Board’s commitment to Revolutionary Service and reputation of respect in the community along with further execution of the credit union’s market differentiation, service, and branding strategies. Successful candidates will be exceptional communicators, externally focused, technologically progressive and have the analytical skills to drive member centric business decisions. A minimum of 10 years’ experience with progressive management and executive level responsibilities within a financial institution. Bachelor’s degree is required and MBA preferred.
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CALIFORNIA COAST CREDIT UNION SEEKING CHIEF LENDING OFFICER

California Coast Credit Union ($1.6B in assets) located in San Diego, CA is seeking a Chief Lending Officer to strategically manage all areas of the organization’s credit functions. This position reports to the organization’s CEO and will play an active role in driving organizational growth through the execution of corporate strategies. The CLO will manage all areas of consumer, mortgage and indirect lending to include home equities, credit cards and collections. Significant oversight and leadership will be directed towards the credit union’s commercial credit activities to ensure portfolio performance, risk analysis and strategic business development. Position will require highly analytical, proactive leadership to oversee credit risk, asset quality, and innovative product development. 10-15 years’ experience in a mid to large sized community bank or credit union along with a BS in business administration will be required. MBA preferred.
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1st CREDIT UNION OF GAINESVILLE ANNOUNCES NEW CEO

GAINESVILLE, FL- 1st Credit Union of Gainesville announces it has selected Timothy Cannon as its new Chief Executive Officer.
Mr. Cannon brings over 15 years experience in the financial arena working in consumer finance, real estate, and commercial lending. He earned his Master of Business Administration from University of Florida while receiving numerous awards during his tenure at AIG.
In 2005 Mr. Cannon made the transition into the credit union industry as Vice President of Real Estate and Commercial Services with Florida Credit Union in Gainesville. During his seven year tenure, he has played a critical role is growing the real estate and business lending portfolios for their organization during extremely difficult financial times.
Mr. Cannon is passionate about his community, participating in many community events and has served on several non-profit boards of directors. He has also been active in the Alachua Chamber of Commerce.
1st Credit Union of Gainesville's history is rooted in the rich history their City. Started by the City of Gainesville employees back in the 1940s, 1st Credit Union operated out of the basement of City Hall. Through the decades, it has seen growth, location changes, and merger. Today, 1st Credit Union of Gainesville is a $46M, two-branch, full-service financial institution.
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R. Frank Weidner has been selected to be the next president/CEO of Wings Financial Credit Union.
In November, Weidner will succeed Paul Parish, who will retire from the $3.2 billion credit union in Apple Valley, Minn. at the end of October.
Weidner currently serves as senior vice president for member services at the $7.9 billion Alliant Credit Union in Chicago where he is responsible for the development and leadership of all member service areas including retail sales and service, consumer and mortgage lending, branch and telecenter operations, business development, sponsor relations and marketing.
Weidner joined Alliant in 1994 as the chief financial officer and director of finance and administration and previously held positions with US FCU in Minnesota and with the national accounting firm of McGladrey & Pullen.
Parish, who has been at Wings Financial for 20 years, announced his retirement in May. He was at the helm when the credit union initiated what many considered to be the first hostile takeover attempt of a credit union, Continental Federal Credit Union.
“Frank is a great choice for our next leader,” said Parish. “The board looked at an extremely talented applicant pool from across the country and within the organization and made an excellent decision. I‘m pleased to add my voice to those welcoming Frank and I look forward to watching the credit union reach new heights in the years to come.”
Today’s announcement caps a succession planning process that has been under way since mid-year 2010, according to Wings Financial. The process began with an initial review of more than 100 candidates and narrowed to the final consideration of several applicants.
“The board is excited to welcome Frank aboard,” said Michael Cooper, chairman of Wings Financial’s board of directors. “He is steeped in the credit union culture and its focus on members. He understands the importance of customer service and shares our belief that it is the key to our continued success. He knows the airline industry and Minnesota and he knows what it takes to grow Wings to the next level.”
Weidner said he is looking forward to his new role.
“The credit union is in a great place in terms of its stability and financial strength and it is well-positioned for its next stage of growth and success. It’s a pleasure to join the team at Wings and to contribute my efforts to achieving that success,” Weidner said.
Weidner is the second senior Alliant executive to be promoted to a top job in recent days. Rudy Pereira, senior vice president of operations and information technology, will become CEO at the $1.2 billion Royal CU in Eau Claire, Wis., on Dec. 5.
Founded in 1938 to serve Northwest Airlines employees, Wings Financial has more than 200,000 members and had expanded its field of membership to the 13-county Twin Cities metropolitan area as well as air transportation employees nationwide.
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PARKER COMMUNITY CREDIT UNION SEEKING NEW CHIEF EXECUTIVE OFFICER

Parker Community Credit Union ($95M) located in Janesville, WI is currently seeking a new Chief Executive Officer. Reporting to the board of directors, the CEO will be charged with driving profitability, deepening member relationships, organizational development initiatives, and oversight of all credit union operations. Specific areas of responsibility will include ensuring safety and soundness through a sustainable business model, staff training and development that embraces a member centric service philosophy, and oversight of all retail operations, lending, and financial management functions. This is a great opportunity to work with an engaged board of directors that are committed to the Parker Community brand promise and the community it serves. Successful candidates will possess broad- based, diverse functional experience, proven leadership capabilities, strategic insight to identify external market opportunities, and the willingness to roll up their sleeves. 5-7 years senior management experience with a credit union or community bank and a bachelor’s degree will be required.
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NCUA NAMES CEO AT CONSERVED ARROWHED CENTRAL CU
Darin Woinarowicz, chief operating officer at Kern Schools FCU in Bakersfield, Calif., has been named by the NCUA as the new permanent CEO at the conserved Arrowhead Central CU in San Bernardino, Calif.
“We believe the selection of Darin Woinarowicz is one that will ensure the credit union has sound strategic processes, a member-oriented focus, and the strong risk management and oversight necessary to rebuild and prosper,” Jane Walters, NCUA Region II director, said Monday.
The agency called the appointment of Woinarowicz the next step in its recovery plan for Arrowhead, which was conserved in June 2010 after losing more than $47 million in 2009. The NCUA said the then-$876 million CU had underreported losses in its March 2010 financial performance report.
In July, the NCUA reported a second-quarter improvement of $11.3 million in profit for the now $681 million San Bernardino institution. Net worth also had improved to 5.06% of assets for the quarter ending June 30, the agency said.
“The placement of a permanent CEO is another key accomplishment in the credit union’s complete recovery and lays the groundwork for its continued health and safety and soundness,” Walters said.
Steve Becker, former CEO of Credit Union West in Glendale, Ariz., had been named interim CEO in May.
At Kern FCU, the agency said, Woinarowicz “played a vital role in that credit union’s restructuring and financial turnaround. He previously held several key management positions at SchoolsFirst Federal Credit Union, which is known as an industry leader in management development and member-focused culture.”
Woinarowicz will join the Arrowhead in October, the NCUA said.
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LAKE TRUST CREDIT UNION ANNOUNCES NEW PRESIDENT/CEO

Lake Trust Credit Union’s Board of Directors announced yesterday that David A. Snodgrass will be the organization’s CEO as he succeeds Stephan L. Winninger and William Thiess as the CEO/President of the credit union, which celebrated the first anniversary of its merger earlier this year in April.
“This was a thoughtful, thorough process by the Board of Directors. We’ve been lucky enough to have two great leaders in Steve and Bill for the past couple of decades, and now in David Snodgrass we’re confident we have another great leader,” Larry Lehman, Lake Trust Board Chair said. “David will bring great ideas and support to the Lake Trust membership. He is an inspiring innovator and masterful strategist, and strongly believes in community support. He’s been recognized throughout the credit union industry and is well respected by members and his peers. We’re very excited about the future for Lake Trust with David at the helm.”
Snodgrass served as Executive Vice President and Chief Strategy Officer at Affinity Federal Credit Union, a $2 billion credit union in New Jersey, providing leadership in the areas of Marketing/e-Commerce, Human Resources, Affinity Learning Institute, External and Political Affairs, Financial Education, Strategy and Innovation and Business Intelligence functions. He was named to the “Who’s Who of America’s Credit Unions” in 2008, and one of New Jersey’s “Top 40 Executives Under 40” in 2006 by NJBIZ Magazine. Snodgrass is a member of the National Association of Federal Credit Unions Legislative Committee and Chairman of the Credit Union Executive Society New Jersey Council. It’s expected he’ll join Lake Trust Credit Union in late October.
“Lake Trust Credit Union has a treasured, meaningful past and an exciting and bright future,” said Snodgrass “This is an important time for Lake Trust, and I look forward to serving the members of Lake Trust and getting to know the team at Lake Trust.”
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SESLOC FEDERAL CREDIT UNION ANNOUNCES NEW PRESIDENT/CEO

The SESLOC Federal Credit Union Board of Directors is pleased to announce the selection of Geri LaChance as their new President/Chief Executive Officer, succeeding Bertha Foxford who is retiring after 48 years with SESLOC. “We feel that Geri's background and personal style is a great match for our credit union culture and strong sense of community. Her professional experience and strategic insight in combination with the expertise of our outstanding staff and management employees will position SESLOC to build on its current foundation” says the Board.
“I am honored to have been selected as CEO and am so pleased to be joining the SESLOC team. Bertha Foxford has created a wonderful legacy, evidenced by this solid credit union which is an integral part of the financial lives of so many people in San Luis Obispo County. With this foundation, SESLOC has an exciting future ahead for growth and expansion of member services” says LaChance.
Geri is currently the Chief Operating Officer at North Island Credit Union, a $1.1 billion credit union serving 90,000 members through ten branches in San Diego County. As Chief Operating Officer, LaChance is responsible for branch and contact center administration, the investment and insurance division, marketing, public relations, human resources and legal. She has been on the North Island team for twenty-three years, nineteen at the senior executive level.
Geri is a graduate of the University of San Diego, where she earned both a B.B.A. in Business Economics and an M.B.A. in Marketing. She also completed a Master’s Certificate in Finance at the University of Maryland.
Within the credit union industry, Geri currently serves on the California Credit Union League’s (CCUL) Public Advocacy Committee and the Credit Union for Kids Wine Auction Committee. She is immediate past chair of the Credit Union Alliance, a cooperative public relations initiative among San Diego credit unions. She was an inaugural member of the Filene i3 Group, the national credit union innovation team under the Filene Research Institute. She has been involved with the World Council of Credit Unions, specifically with the Polish Credit Union movement, and has spoken internationally about the “Twinning Program” opportunities between U.S. and developing foreign credit unions.
Active in the local community, LaChance was a fifteen-year board member and former chair of the South Bay Family YMCA. She has also served as chair of the YMCA Board of Governors for all YMCAs in San Diego County. She currently serves as a life member of the Holiday Bowl Board, and is a Vice Chair of the City of San Diego Funds Commission.
Geri LaChance will assume the role of the President/Chief Executive Officer at SESLOC Credit Union in December 2011.
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SALAL CREDIT UNION SEEKING NEW CHIEF EXECUTIVE OFFICER

Salal Credit Union ($330M in assets) has announced its search for a new Chief Executive Officer. Salal Credit Union is strongly positioned for the next stage of evolution through human capital and technological investments as well as new product and brand development. Operating in the highly competitive marketplace of Seattle, WA, Salal Credit Union’s strong ties and strategic focus on the health care community provides an exciting opportunity for dynamic leadership. The CEO will be charged with the driving of sustainable growth strategies, market segmentation, product line differentiation and organizational development initiatives. Successful candidates will possess 7-10 years in a senior leadership role with functionally broad, diverse experience within a credit union or community bank that includes oversight of successful business banking strategies. The Salal Credit Union CEO position will require progressive leadership that aligns with the organization’s culture of innovation and collaboration. Bachelor’s degree is required, Master’s preferred.
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CALIFORNIA COAST CREDIT UNION SEEKING FINANCIAL MANAGER

California Coast Credit Union ($1.6B in assets) located in San Diego, CA is seeking a seasoned financial manager to fill the role of the organization’s newly created VP of Enterprise Risk Management position. Reporting to the Chief Executive Officer and as an active participant on the credit union’s senior leadership team, the VP of Enterprise Risk Management will be charged with assessing and enhancing the credit union’s internal control systems and aligning risk appetite with overall business strategies. This effort includes the evaluation of strategic alternatives, setting related objectives, and developing mechanisms to manage related risks. Risk management strategies will focus on financial, technological, operational, credit and compliance functions and will require significant, cross functional interaction and collaboration. Successful candidates will have 7-10 years’ experience in several core functional areas of a financial institution; possess strong project management experience, and exceptional communication skills. MBA/CPA strongly preferred.
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CITIZENSFIRST CREDIT UNION SEEKING NEW CHIEF EXECUTIVE OFFICER

CitizensFirst Credit Union ($350M in assets), located in Oshkosh, WI has just announced its search for a new Chief Executive Officer. CitizensFirst, with a reputation for exceptional member service, innovative products, and a consistent member value proposition, is offering an outstanding opportunity for visionary leaders. Operating as a community resource, and the premier financial institution in Oshkosh, CitizensFirst is successfully positioned for growth and market expansion. Reporting to a strategically focused board of directors having strong business acumen, the CEO will be charged with the continued execution of the credit union’s market differentiation, service, and branding strategies. Successful candidates will have a proven track record of leading highly collaborative, cross functional teams in a complex financial institution with robust mortgage and commercial lending portfolios. Developing external relationships, identifying new markets and spearheading product development will be key components of the CEO’s responsibilities. 7-10 years of senior leadership experience in a credit union or community bank is required.
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New LEVERAGE agreement broadens ability for credit unions to recruit executive talent
TALLAHASSEE, Fla., Aug. 15, 2011 – In a recent announcement, LEVERAGE, the League of Southeastern Credit Unions’ (LSCU) Service Corporation, signed a new marketing agreement with O’Rourke & Associates offering executive recruiting services to credit unions in Florida and Alabama.The new partnership gives both LEVERAGE, and LSCU credit unions, a comprehensive perspective necessary for recruiting, management, and development of executive talent.
“This marketing agreement with LEVERAGE will allow O’Rourke to expand its presence in the Southeast, giving credit unions a new option for executive searches from a trusted system partner with a great track record of success,” said LEVERAGE President/CEO Patrick La Pine.
O’Rourke & Associates focuses on delivering credit unions premium consulting and recruiting services. Through a new generation of service and best business practices, O’Rourke & Associates offers expertise in Executive and Management Recruitment, Senior Leadership, Succession Planning and Leadership Assessment, as well as Compensation and Retention Analysis.
“The O’Rourke team is excited about our newly minted alliance with LEVERAGE, and looks forward to deepening our relationships with the League and their member credit unions,” said O’Rourke & Associates CEO Mike Juratovac. “We respect the robust nature of the markets in which the LSCU and LEVERAGE operate, and the diversity and success of their business models. We see the partnership as a tremendous opportunity to align our brand of ethical, high-quality recruitment services with the League’s commitment to its member credit unions.“
LEVERAGE, the Service Corporation for the League of Southeastern Credit Unions, is the business services provider that leverages credit union system resources, relationships, and industry knowledge for optimal performance and sustained growth of its clients and business partners. We work to offer credit unions best-in-class products and services that result in reducing costs, maximizing results, and making the most difference. For more information, visit
myleverage.com.
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BAY FEDERAL CREDIT UNION SEEKING NEW CHIEF FINANCIAL OFFICER
The largest locally owned financial institution in Santa Cruz County, CA has just announced its search for a Senior Vice President, Chief Financial Officer. Bay Federal Credit Union ($620M in assets) has been recognized as Business of the Year, Financial Institution of Choice by Santa Cruz County local reader polls: 5+ years in a row and for their work/life balance culture. Located in a beach community, the SVP, CFO must be a dynamic, business-minded, team-oriented financial executive and have extensive knowledge of the finance, accounting, regulatory and investment functions. Successful candidates will possess deep financial analytics and be able to work in a cross functional capacity. At least 7 years financial management experience and BS are required. MBA/CPA strongly preferred.
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FLORIDA COMMERCE CREDIT UNION SEEKING NEW CHIEF FINANCIAL OFFICER
Florida Commerce Credit Union ($344M), located in Tallahassee, FL, which serves more than 36,000 members in the Big Bend region has an opportunity for a seasoned Vice President, Chief Financial Officer to join its leadership team. Your background should include experience from a financial service organization that specializes in consumer and auto lending supported by strong analytics and is not risk averse. The incumbent will serve as the primary risk officer of the institution, and have a deep knowledge and understanding of the risk management practices for financial institutions, overseeing the credit union’s asset-liability strategies, cash management and investment functions, financial reporting, and product pricing/cost accounting models. This position requires at least 7-10 years of experience managing finance (accounting, investments, cash management, budgeting, control, and reporting) for a complex financial institution with multiple branches and a broad array of product offerings. Must have BS and CPA and/or MBA is highly preferred.
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KAISER FEDERAL BANK SEEKING NEW CHIEF INFORMATION OFFICER
Kaiser Federal Bank has just announced an exciting new opportunity for a Chief Information Officer. The bank is headquartered in Covina, CA and was originally founded as a credit union. After converting to a thrift institution in 1999, the bank completed its initial public offering in 2004 and is listed on NASDAQ under the KFFG symbol. This is a critical role that will drive all aspects of the organization’s information technology functions. The successful candidate will be hands on, strategic leader that will coordinate the evaluation, deployment and management of current and future technologies along with electronic delivery of services. Successful candidates will have a combination of education and experience equivalent to a bachelor’s degree in Computer Science or a closely related field, and ten years progressively responsible experience managing an organizations technology infrastructure, with at least four years of that experience at a senior management level.
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FORUM CREDIT UNION SEEKING NEW CHIEF EXECUTIVE OFFICER

FORUM Credit Union ($940M Assets), located in Fishers, IN has announced a search for a new Chief Executive Officer. Ranked as the 4th largest credit union in the state, FORUM offers an exceptional opportunity to lead a complex, community based financial institution through its next stage of evolution. The credit union’s CEO will be charged with cultivating sustainable strategies that will fulfill the organization’s goals of market share expansion, new product development, adoption of best of breed service standards, and sound financial management principles. The CEO will be required to support the credit union’s progressive technology orientation and culture that appropriately balances innovation with enterprise risk management.
Successful candidates will have exceptional communication skills, enabling effective collaboration with the board of directors, leadership team, and community/membership centers of influence. A track record for implementing analytical tools to drive member centric business decisions will be critical. A minimum of 10 years’ experience of progressively responsible management and executive positions within a credit union or community bank is essential. Bachelor’s degree is required and MBA preferred.
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KEYPOINT CREDIT UNION SEEKING NEW CHIEF EXECUTIVE OFFICER

In preparation for the retirement of the organization’s long term CEO, KeyPoint Credit Union ($750M), headquartered in the heart of the San Francisco Bay Area/Silicon Valley high tech community, has just announced a search for a new Chief Executive Officer. As the credit union’s CEO, you will be charged with developing strategies for steady, sustainable growth, solid financial performance, and innovative product development that will cater to a sophisticated, technology oriented field of membership. KeyPoint operates in a highly competitive marketplace and will require committed and progressive leadership to deepen existing SEG/member relationships as well as identify new market opportunities through expanded business lines and robust service offerings.
Candidates will have proven experience leading organizations with successful lending operations, established sales and service cultures, along with strategies that combine organic growth with merger related initiatives. A minimum of 10 yrs progressive leadership experience providing oversight to a large credit union/community bank and track record for execution will be required. BS Required/MBA Preferred.
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CARLA ALTEPETER NAMED CHIEF EXECUTIVE OFFICER OF
$1 BILLION NUMERICA CREDIT UNION IN SPOKANE, WA

After nearly two decades at the helm of CitizensFirst Credit Union, Carla Altepeter has been named president/CEO of Numerica Credit Union, a $1.1 billion financial institution headquartered in Spokane, Washington.
Altepeter will take the reins on September 1st. “Carla has provided tremendous leadership to CitizensFirst over the last two decades,” said Brenda Haines, CitizensFirst Board Chairperson. “This new position is a testament to her outstanding accomplishments at CitizensFirst. We will miss her vision and leadership both at the credit union and throughout the community. We wish her continued success in her new position.”
Under Altepeter’s tenure, CitizensFirst grew from $91 million in assets in 1992 to $350 million in assets today, where 2 out of every 5 residents in Winnebago County are members of the local 75 year old financial institution.
“This truly is a bittersweet moment in my life,” Altepeter said. “I am excited for the opportunity to serve another credit union with a rich heritage and commitment to members and community like CitizensFirst, but I will definitely miss working with my friends and colleagues here in Wisconsin. I know I am leaving CitizensFirst in really capable hands with a visionary board, a talented and experienced senior management team and committed employees who are passionate about serving our members.”
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SEATTLE METROPOLITAN CREDIT UNION SEEKING NEW CHIEF EXECUTIVE OFFICER

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CHIEF EXECUTIVE OFFICER ANNOUNCEMENT


The TAPCO Credit Union Board of Directors is pleased to announce the selection of Carlyn Roy as the Credit Union’s new Chief Executive Officer. Carlyn Roy, Executive Vice President/Chief Operating Officer at OSU Federal Credit Union ($650M in assets), has over 25 years of credit union experience. She leads teams that are responsible for branch operations, lending, information services, marketing and public relations, research and development, and compliance. Carlyn has served as manager for various CUSO operations.
Prior to joining the OSU Federal, she was Vice President of Lending Services at the Oregon Credit Union League. While there, Carlyn developed and led one of the first credit union lending call centers in the country and the Oregon branch of a national mortgage corporation serving credit unions. Additionally, she managed the northwest regional Shared Branch and ATM network.
Carlyn has served on the faculty of CUNA Management School and has consulted with credit unions and trade associations across the United States and Canada. She has been a contributing editor to Credit Union National Association publications and is a speaker at various national and regional credit union conferences.
Carlyn is a member various local community Boards of Directors. Currently she is Chair of the Oregon Credit Union Foundation, Vice President of the Corvallis Rotary Club, and Secretary of the Good Samaritan Regional Medical Center. She has served in numerous other leadership positions.
She is a graduate of Pacific Lutheran University and Western CUNA Management School.
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VALLEY OAK CREDIT UNION SEEKING NEW CHIEF EXECUTIVE OFFICER
Valley Oak Credit Union ($50M in assets) has announced its search for their next Chief Executive Officer. Headquartered in the foothills of the Sierra Nevada, with significant operations in nearby Visalia and Tulare; Valley Oak Credit Union is well capitalized and an exceptional opportunity for the right leader. The successful candidate will be asked to carry on the tradition of member service and solid auto lending while bringing entrepreneurial initiatives to the table. Overseen by an open, committed and supportive Board that brings practical wisdom and experience to the table, while adhering to respectful corporate governance principles. Bachelor’s degree required along with 5-7 years’ experience in a senior management position within a financial institution.
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COLUMBINE FEDERAL CREDIT UNION SEEKING NEW CHIEF EXECUTIVE OFFICER

Columbine Federal Credit Union located in Centennial, CO has just announced its search for their next Chief Executive Officer. With $43M in assets, serving Select Employer Groups in the state of Colorado; Columbine’s solid financial and capital position has the credit union positioned for the next stage of growth. As the CEO, you will be responsible for all operational aspects of the credit union. Candidates should have experience in lending, strategic planning and financial management. You will be charged with developing relationships with the SEG’s in which the credit union serves to drive new membership and loan growth. A bachelor’s degree is required along with 5-7 years senior management experience.
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STANFORD FEDERAL CREDIT UNION SEEKING NEW CHIEF FINANCIAL OFFICER
Stanford Federal Credit Union ($1.2B in assets), located in Palo Alto, CA has an opportunity for a seasoned Chief Financial Officer to join its senior leadership team. This is an outstanding opportunity for a proven financial executive to join a progressive credit union with a strong brand and unique business model. Position requires a deep knowledge and understanding of the risk management practices for financial institutions and the ability to oversee the credit union’s asset-liability strategies, cash management and investment functions, financial reporting, and product pricing/cost accounting models. As a member of the executive team, reporting directly to the CEO, the CFO will formulate financial and investment strategies and tactics using a collegial and collaborative approach. Successful candidates will apply proven leadership skills to the ongoing development and mentoring of a solid finance and accounting team. Deep analytical capabilities and exceptional communication/presentation skills will be essential. This position requires at least 10 years of financial leadership experience for a large, complex community bank or credit union.
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1ST CREDIT UNION OF GAINESVILLE CHIEF EXECUTIVE OFFICER OPPORTUNITY

Our client, 1st Credit Union of Gainesville located in Gainesville, FL has just announced its search for a new Chief Executive Officer. Having over $48M in assets and two branches; 1st Credit Union of Gainesville is well positioned for the next stage of growth. The board of directors seeks a well round financial executive to drive corporate strategies, provide oversight and leadership to all functional areas of the credit union with emphasis on lending, sales and service initiatives and community development. Position requires a bachelor’s degree and 5-7 years successful senior management experience in a credit union or community bank.
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UNIVERSITY OF MICHIGAN CREDIT UNION ANNOUNCED SEARCH FOR CEO
The Board of Directors at the University of Michigan Credit Union is inviting industry leaders to consider the credit union’s Chief Executive Officer position. Located in the diverse and vibrant community of Ann Arbor, MI the credit union operates in one of America’s great university towns. Having $420M in assets and over 47,000 members, the credit union has a rich history of serving the educational community and many select employer groups throughout Washtenaw County. Reporting to a highly skilled, strategically focused Board of Directors, the CEO will be charged with the development of strategic initiatives that will enhance existing member relationships and propel new member growth. Successful candidates will be collaborative leaders with the ability to balance creative vision, risk management and bottom line financial performance. The CEO will be charged with positioning the organization as a community resource through brand management, product development and the enrichment of external relationships. 7-10 years of senior leadership in an executive capacity of a mid to large sized credit union or community bank along with a bachelor’s degree is required. Master degree is preferred.
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SESLOC Federal Credit Union has just announced its search for a new President/ Chief Executive Officer to replace its President/CEO who, after 48 years with the credit union, has announced her retirement. SESLOC Federal Credit Union, located in San Luis Obispo, is well positioned as one of the leading financial institutions along California’s central coast. Having over $530M in assets, SESLOC offers a dynamic opportunity for industry leaders who share the board’s commitment to unrivaled member service and dedication to making the lives of their members better by providing diversified financial products and services. Working closely with a dedicated and supportive board of directors, you will be charged with the strategic oversight, organizational development, and brand promotion of the credit union, while providing motivational leadership to a highly talented management team.
Successful candidates will manage organizational risk, drive operating efficiencies, and build community awareness of SESLOC through entrepreneurial, innovative leadership. Position requires expertise in the areas of financial management, strategic planning, community involvement and a proven track record for collaboration and execution. Understanding the credit union’s culture and organizational values will be the key to your success. A Bachelor’s degree minimally required, Master’s degree preferred. At least 10 years required in a financial institution management role, the last five years of which have been in a senior or executive management position. Ten or more years of financial operations experience required. Credit union experience required.
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WINGS FINANCIAL CREDIT UNION CHIEF EXECUTIVE OFFICER OPPORTUNITY

The board of directors of Wings Financial Credit Union ($3.2B in assets) has launched a nationwide search for a new Chief Executive Officer to replace the organization’s incumbent who will retire at the end of 2011. Wings Financial Credit Union is the 4th largest financial institution in the state of Minnesota and is among the largest credit unions nationwide. Boasting a history of stellar financial performance that includes a solid capital position and a strong bottom line, Wings offers an exceptional opportunity to financial institution leadership. Wings Financial Credit Union serves a nationwide membership in the aviation industry and capitalizes on a statewide charter that serves 13 counties in the Twin Cities metropolitan area. They are strategically and financially positioned for significant market expansion.
The credit union’s new CEO will have the opportunity to work with a member-centric board of directors and a highly skilled leadership team united by the institutions continued focus on the delivery of member value through highly efficient operations and premier service. Successful candidates will have experience in leading a top performing organization and an appreciation for a rich corporate culture that promotes integrity, empowerment and a commitment to core values. This unique opportunity requires a proven track record in executing visionary organizational strategy, in a leadership role of a large, complex credit union or community bank.
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LAKE TRUST CREDIT UNION CELEBRATES 1 YEAR ANNIVERSARY
Lake Trust Credit Union ($1.6 billion credit union) is among the top 1% of credit unions in the country, and serves more than 158,000 members through a 21-branch network stretching from Lake Michigan to Lakes Erie and Huron. The organization’s 35-county community charter positions it for continued sustainable growth. Two years ago, the bold move to merge made by two successful mid-sized credit unions surprised nearly everyone.
Lake Trust continues to drive the organization with that same proactive approach that led to the merger a year earlier. With collaborating leadership teams and Board of Directors, the credit union has launched and kept pace with an aggressive two-year destination, establishing a framework to achieve it with a balanced scorecard, new organizational structure, new core values, and system alignments.
An important part of the transition plan was the determination by the CEO and the President that they would both retire effective the end of 2011 after successfully launching the new Lake Trust Credit Union. Steve Winninger, CEO has had a distinguished career in the credit union industry, becoming one of the early members of the Callahan Trust Group with over 30 years of service. Bill Thiess, President has had an illustrious career leading organizations, serving on boards and building a legacy in the Michigan market area. Both men have dedicated their lives to the success of the credit union movement and had the vision to spend their last two years creating a multi-billion dollar organization positioned for the future. We congratulate them on their service, foresight and their commitment to the long term success of Lake Trust Credit Union.
O’Rourke and Associates is working on this important transition of leadership and has launched a specialized recruiting effort to help the Board determine the most qualified candidate to become the new CEO of Lake Trust Credit union.
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JIM MCCARTHY TO LEAD NORTHWEST RESOURCE FEDERAL CREDIT UNION

Portland, OR --- The Board of Directors of Northwest Resource Federal Credit Union is pleased to announce that Jim McCarthy has been named President/CEO. Jim assumes his new position on April 4, 2011 and will be the fifth CEO in Northwest Resource’s 76-year history.
"We are very excited to welcome Jim as our new CEO and as a member of the Northwest Resource team,” said Board Chair Richard Conner. “Jim brings to us a host of key skills to lead our organization in the continued effort to offer the highest level of quality financial services available.”
Jim has over 13 years of experience with TwinStar Credit Union in Olympia, WA. He has served as VP Strategic Planning for the past eight years, overseeing asset liability management, new program development, mergers, MCIF, and the annual strategic business plan. Jim is a graduate of St. Martin's University in Olympia with a degree in Accounting and Finance. He also graduated from Western CUNA Management School with high honors.
“I would like to thank the Board of Directors for placing their confidence in me,” said Jim. “I am really looking forward to working with the staff and Board to grow the credit union and to continue building high quality member relationships in the short and long term.”
Northwest Resource Federal Credit Union is a not-for-profit financial cooperative established in 1935 as the credit union for NW Natural employees. Today, Northwest Resource has $91 million in assets and is federally chartered to serve NW Natural employees and their families, as well as the employees and families of other organizations approved for the field of membership. In addition, people who live, work, worship, or attend school in Portland’s central city neighborhoods are also eligible to join. For more information, visit www.nrfcu.org or call 503.220.2592 or 800.942.9408 (in OR & WA).
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Harborstone Credit Union ($742M in assets) has just announced an exceptional opportunity of Chief Financial Officer for the Tacoma, WA based credit union. Being a key member of a strong, cohesive executive team you will oversee the credit union’s asset/liability management, analysis of investments, related maturities, cash flow, balance sheet and interest rate risk. The incumbent will drive product, branch and member profitability analysis and provide the analytical support to the strategic planning process. Position will require frequent board interaction with a direct, high level communication style, presenting frequent economic and financial updates. This position requires 15 or more years of experience in a bank or credit union, including a minimum of 10 years of financial management experience, and a Bachelor’s degree in a related field. Master’s Degree is preferred.
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CREDIT UNION OF THE ROCKIES ANNOUNCED SEARCH FOR CFO
Credit Union of the Rockies ($76M in assets) has just announced its search for a Chief Financial Officer to join their growing organization! Located in Golden, CO the CFO will oversee all Accounting and Finance for the credit union. Must have investment, ALM, profitability analysis and technical accounting experience. Bachelor's degree in finance or accounting; CPA preferred.
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TAPCO CREDIT UNION IS SEEKING A NEW CEO
TAPCO Credit Union has announced its search for a new Chief Executive Officer. With over $246M in assets and located in Tacoma Washington, TAPCO Credit Union is financially strong and well positioned for the next level of success. Reporting to the Board of Directors, the credit union’s CEO will be responsible for all operational aspects of the credit union. The CEO will be a change agent that leads a sales and service culture, drives loan growth and creates a long lasting impression on the community. Successful candidates should have competencies in all functional areas of the credit union to include; lending, operations, information technology and the ability to be externally focused. 5-7 years in a senior management role at a financial institution and a bachelor’s degree are required.
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SANTA CRUZ COMMUNITY CREDIT UNION IS SEEKING A NEW CEO
Presently over $80m in assets, the Santa Cruz Community Credit Union is one of the community development credit union leaders. SCCCU has an economically and culturally diverse membership with the institutional value to promote economic justice through its work as a community development credit union. The board of directors is seeking a new chief executive officer to oversee all areas of the financial institution with a focus on brand enhancement, operational efficiency, building a strong management team, and the expansion of community programs of asset development and financial education. Competency in asset liability management and loan portfolio analysis will be essential. The ability to develop innovative and relevant products/services to better the member’s financial lives will be required. The CEO will be strategically focused in the development of external, community relationships and will possess a collaborative leadership style that promotes strong teams and a culture founded on a sound ethical platform. 10 years successful senior management experience in a credit union, financial, or economic development institution and a bachelor’s degree are required.
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SF FIRE BOARD OF DIRECTOR APPOINTS DARREN HERRMANN AS CEO

After carrying out a thorough executive search process, the Credit Union’s volunteer Board of Directors has appointed Darren Herrmann as President & CEO.
Darren brings over twenty years of Credit Union experience to our organization, with the the last nine of those at SF Fire Credit Union. Prior to his serving as interim CEO upon Diana Dykstra’s departure in October of 2010, Darren held the position of Executive Vice President & Chief Operating Officer. While every successful organization needs to evolve in order to continuously improve, Darren remains committed to SF Fire Credit Union providing truly exceptional service, honoring our tradition of serving the firefighting community, and implementing innovative products and delivery channels for our members.
As a member-owned financial cooperative, SF Fire Credit Union understands the importance of our CEO being readily accessible. Darren encourages all members to utilize the ASK DARREN tool on our homepage, and looks forward to addressing your comments, questions, or concerns. Those members who plan on attending the 60th Annual Meeting of Members on February 21st will have the opportunity to meet Darren in person, as well as hear him provide an update on the state of the Credit Union.
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NUMERICA CREDIT UNION IS SEEKING A NEW CEO
Ranked as one of the largest credit unions in the nation with over $1 billion in assets, and the leading community based financial institution located in Northeast Washington, Numerica Credit Union offers an exceptional leadership opportunity for the industry’s top talent. Numerica’s board of directors is seeking a new Chief Executive Officer to replace the organization’s incumbent who will retire in July 2011. Numerica Credit Union has been providing community based financial services for over 70 years through the of delivery better rates, lower fees, more convenience and great service. Numerica Credit Union has a history of stellar financial performance driven by highly efficient, profitable operations and innovative, member focused product development. Reporting to a strategically focused board of directors, the CEO will drive the credit union’s long term vision and growth strategies, oversee organizational development, and provide leadership to a cohesive and highly skilled senior management team.
Successful candidates will have proven leadership experience with complex organizational structures developing successful corporate initiatives that have translated into marketplace differentiation, exceptional service standards, and bottom line financial performance in a large community based financial institution. Leadership styles that are passionate about continual improvement will be required along with a commitment to operational excellence.
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NEW PRESIDENT/CEO JOINS FIRST AMERICAN CREDIT UNION

Casa Grande, AZ (November 2, 2010) – First American Credit Union is pleased to announce the addition of Rico Bautista as the credit union’s new President and Chief Executive Officer.
“We believe that Rico has the vision and executive skills necessary to grow First American Credit Union, meeting our members’ expectations and expanding our members’ experience with us”, said Tom King, Chairman of the Board of Directors. Bautista brings nearly 20 years of experience in credit union management, operations, information technology, marketing, products/services and membership development. He most recently served as President and Chief Executive Officer of GHS Federal Credit Union in Binghamton, New York, where he played a key role in the organization’s market growth, financial performance improvements, re-branding efforts, as well as community development. Previous to his work with GHS, Bautista served as Senior Vice President for Altier Credit Union in Tempe, Arizona. Bautista also served as Director of Information Systems for Affinity Federal Credit Union in Bedminster, New Jersey. “I am very excited to have the opportunity to return to Arizona – my home since 1994 – to become part of the First American family and the diverse communities we serve,” says Mr. Bautista.
About
First American Credit Union
First
American Credit Union has been proudly serving communities in Arizona
and New Mexico since 1962. Headquartered in Casa Grande, Arizona,
First American is a member-owned credit union with assets of $75M,
serving the needs of over 18,400 members. With additional branches
in Window Rock, Arizona and Gallup, New Mexico, First American offers
insured savings at competitive rates, affordable loans, checking accounts
and electronic access, as well as a full range of financial services.
For more information about First American, visit www.firstamerican.org or call 1-800-759-9442.
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THE CALIFORNIA AND NEVADA CREDIT UNION LEAGUES SELECT DIANA DYKSTRA AS THEIR NEW CEO

Diana Dykstra has been named the new president/CEO of the California and Nevada Credit Union Leagues, the organizations announced today. She will begin her new role Oct. 18. Dykstra succeeds Bill Cheney, who was selected in May to become the president/CEO of the Credit Union National Association. Former president/CEO Dave Chatfield has served as the leagues’ interim president/CEO since July 6.
“The league conducted an extensive search for candidates whose breadth of credit union experience is best suited to lead the leagues in moving forward as we address the current and future challenges in our two states,” said CCUL Board Chairman Jeff York, CEO of CoastHills FCU. “Diana was highly recommended by the search committee, and unanimously approved by the League Executive Committee and Board of Directors.”
A widely recognized credit union leader with more than 30 years experience in the financial services industry, Dykstra has served as president/CEO of the $670 million San Francisco Fire Credit Union since August 2004. “I am very excited about the opportunities that lie ahead as president/CEO of the California and Nevada Leagues,” Dykstra said. “I look forward to working with the boards of both leagues and our outstanding staff to meet the needs of our member credit unions today and in the years ahead.”
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MEMPHIS AREA TEACHERS' CU SELECTS DANIEL WEICKENAND AS NEW CEO

The Memphis Area Teachers’ Credit Union today announced the appointment of Daniel Weickenand as MATCU’s new chief executive officer effective Aug. 16.
Weickenand, chief financial officer of the FedEx Employees Credit Association, was recruited after a year-long, nationwide executive search led by the executive search firm O’Rourke & Associates of San Francisco, MATCU said.
“After a very thorough interview process of a number of candidates, we are pleased to have selected an individual who not only has extremely strong credentials in the credit union industry, but whom also has a depth of experience in the Memphis market,” said Dr. Frank Dyer, MATCU board chairman. Weickenand has more than 20 years of experience in the credit union industry and served as CFO of the FedEx Employees Credit Association for the past decade. He is a native of Houston and a graduate of the University of Texas in San Antonio with a BBA in Accounting and an MBA in Finance/Marketing. Weickenand succeeds interim CEO Dwight Burgess, who is retiring.
MATCU has more than 50,000 members and is the largest credit union in West Tennessee.
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O'ROURKE & ASSOCIATES CHOSEN TO CONDUCT CEO SEARCH FOR THE CREDIT UNION ASSOCIATION OF COLORADO

The Credit Union Association of Colorado said Thursday it has named O’Rourke & Associates, the executive recruiting firm, to conduct the search for a new president/CEO succeeding John Dill, who resigned in May. The CUAC’s interim CEO, Peter Kirchhof, former CUAC senior vice president of government affairs, is leading the organization during the transition.
“O’Rourke & Associates has a reputation for finding the most committed and talented people for credit union management, and we are confident it will identify and recruit the most capable person to lead the association,” said Michael Williams, chair of CUAC and president/CEO of Colorado CU of Littleton.
A news release noted that, O’Rourke & Associates, based in San Francisco, specializes in executive searches for CU with backing of RSM McGladrey, Inc. and the California and Nevada Credit Union League.
The CEO search committee is chaired by David Maus, Public Service CU along with committee members Gerry Agnes, Elevations CU; Steve Pearson, Fellowship CU; Sundie Seefried, Eagle Legacy CU; John Uchida, Space Age FCU. “With selection of the firm complete, the search for a CEO is expected to take several months,” Williams forecast adding “the board will take whatever time it needs to be sure that we find the right person, someone who reflects CUAC’s values and mission,”
The resignation of Dill, a former Washington attorney, came with scant explanation other than the board and Dill agreed that “it was time for a change” in management of the trade group
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o'rourke and associates to orchestrate ceo search for the california/nevada credit union league
The California/Nevada Credit Union League formally picked a seven-member search committee Monday to recruit a replacement for CEO Bill Cheney, also selecting O’Rourke and Associates of San Francisco as its search firm. The league said it hopes to have a successor to Cheney, the designated new president/CEO of CUNA, by the trade group’s annual meeting and convention Nov. 15-17. Cheney is to assume his CUNA post July 5. “At this time no determination has been made about a potential interim appointment,” the league said in a statement. Top candidates selected from the applicant pool as put together by O’Rourke will be presented to the Executive Committee of the league board for interviews, said the statement. The Executive Committee then will present its recommendation of a finalist to the board for approval. CEO members of the panel from California include: Brett Martinez, Redwood CU, Santa Rosa; Eileen Rivera, SkyOne FCU, Hawthorne; Rudy Hanley, SchoolsFirst FCU, Santa Ana; Jon Hernandez, CalCom FCU, Torrance and also of City of Downey FCU and Mattel FCU, El Segundo. Also on the panel are Ron Seaman, chairman of SAFE Credit Union, North Highlands and from Nevada Wally Murray, CEO of Greater Nevada FCU in Carson City.
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congratulations joan opp

STANFORD FCU SELECTS JOAN OPP AS ITS NEW PRESIDENT/CEO
PALO ALTO, CA – Stanford Federal Credit Union announces today it has selected credit union industry veteran Joan Opp as its new President and Chief Executive Officer. Opp will assume the post on May 14, 2010. Incumbent John R. Davis is retiring after 14 years with Stanford FCU, during which period the credit union grew from $160 million to over $1 billion in assets.
Ms. Opp brings 15 years of executive level management and accounting experience to Stanford FCU. Since 2002, she has served as Executive Vice President/CFO at Texas Trust Credit Union (TTCU), overseeing accounting, information technology, marketing and business services, as well as three Credit Union Service Organizations (CUSOs), specializing in insurance services, investment services and software development. She chaired TTCU’s Customer Relationship Management, Compliance and ALCO committees, and served as past Chairman of the American Institute of Certified Public Accountants (AICPA) Credit Union Conferences Committee, where she continues to serve as a committee member. Opp is a member of the AICPA, CUNA, CUES and the CUES CFO Council. Prior to joining the executive team at TTCU, Opp was a partner with the CPA Firm of Clifton Gunderson, LLP, where she provided auditing and consulting services to credit union’s ranging from $2 million to over $2 billion in assets. Opp graduated Summa Cum Laude from the University of Maryland with a BS, Business Administration (Accounting) degree. In 2009, she achieved the Certified Chief Executive (CCE) designation after graduating from the CUES CEO Institute and is one of the inaugural recipients of the CUES Rising 100 Award. She is married and has two daughters.
Stanford FCU is a $1.1 billion, full-service financial institution, owned and operated by 47,000 members of the Stanford Community. Established in 1959, Stanford FCU serves the employees and students of Stanford University, Stanford Hospital, Lucile Packard Children's Hospital, Stanford Linear Accelerator Center and members of the Palo Alto community.
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congratulations THOMAS JOHNSON
Thomas johnson to replace steven dahlstrom at spokane teachers' cu helm
After 30 years at STCU, including 20 years as its president and CEO, Steven L. Dahlstrom will retire at the end of the year.
His replacement is Thomas A. Johnson, who has been STCU’s vice president of administration since 2006 and was an STCU board member for 12 previous years.On Monday, the STCU Board of Directors approved a succession plan promoting Johnson to executive vice president starting May 24. He’ll become president and CEO on January 1, 2011 – the fourth president in STCU’s 76-year history.Johnson served as a vice president at Whitworth University from 1989 through 2006. He was part of the selection committee that recommended Bill Robinson as Whitworth’s president in 1993, a move that helped Whitworth earn a reputation as one of the nation’s outstanding private universities.“Tom is well-known and highly respected,” said Georgia Miller, STCU board chair. “He exemplifies the commitment to community that STCU stands for.”
Our new CEO
Like our founders and many of our board members, Tom Johnson has a background in education. Prior to his years at Whitworth, he was business manager of Cheyenne Mountain Schools in Colorado Springs, Colo., from 1987 to 1989.In 2008, Gov. Chris Gregoire appointed Johnson to the Washington Higher Education Facilities Authority, which helps private colleges obtain tax-exempt bonds for financing building projects. He also serves on the Spokane Public Schools Diversity Advisory Committee.Johnson holds a bachelor’s degree in business and industrial administration from the University of Illinois in Urbana, and a master’s of business administration from Clarkson University in Potsdam, NY.Johnson’s wife, Ruth Ann, teaches English at Saint George’s School in Spokane. The couple have three grown sons, two daughters-in-law and a granddaughter.Johnson noted that under Dahlstrom’s leadership, STCU has launched several ambitious technological projects that will improve our ability to meet members’ changing needs, both online and in our branches.“STCU will continue to innovate, while never losing sight of the importance of one-on-one relationships,” Johnson said. “Steve managed to strike a balance between the two, and we will continue in that tradition.“We’ll always be the credit union people know and love.”
The Dahlstrom era at STCU
Spokane Teachers Credit Union had one branch when Steve Dahlstrom arrived as assistant manager in April 1980 and two branches when the board appointed him president and CEO in January 1991.Dahlstrom has led STCU through a period of tremendous growth, seeing it become the third-largest credit union in Washington and the 101st largest nationwide. STCU now has 11 branches in Washington and three in Idaho, plus a website that’s busier than any branch.STCU has continued to grow through the recession, with membership increasing 11 percent in 2009 alone. For the fifth consecutive year, readers of the Inlander newspaper recently voted STCU the region’s “best bank/credit union.”Dahlstrom plans to continue his work to strengthen the community, as a board member for Greater Spokane Incorporated, among other activities. However, term limits will require him to step down this year from the Museum of Arts and Culture board of directors, and as chairman of the Eastern Washington University Foundation.“For 30 years, it’s been my pleasure to serve STCU and our members. We’ve built a team that enjoys working together and takes great pride in meeting needs,” Dahlstrom said. “It’s bitter-sweet to leave. Yet, I know the credit union will continue to thrive with Tom.”
Spokane Teachers Credit Union
Founded by educators in 1934, Spokane Teachers Credit Union is a member-owned, non-profit cooperative that delivers financial products and services, such as shared branching, on-line banking, and ATMs worldwide. Through innovation, attractive rates, and personalized service, STCU is committed to maximize members’ financial health and security.
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congratulations
STEVEN FOWLER
SOUTH CAROLINA CREDIT UNION LEAGUE ANNOUNCES NEW CEO
After conducting a national search for a new CEO, the South Carolina Credit Union League is pleased to announce Steve Fowler as its new executive officer. “This is a critical time in the credit union industry and the leadership role at the association has never been more important. We worked hard to align our strategy for strong advocacy at the association level with an individual that understands the needs of our member credit unions” says Scott Woods, league chairman. Fowler has been serving as interim CEO since January 1, 2010 and is a veteran to the credit union political scene having served as the Executive Vice President and the principle lobbyist for the South Carolina Credit Union League. “I am honored and excited to accept the SCCUL President/CEO position. I know the future holds great promise and serious challenges."
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congratulations
DARRYL WORRELL
ENVISION CREDIT UNION ANNOUNCES NEW CEO
For the first time in 43 years, Envision Credit Union has a new President/CEO. Darryl G. Worrell was selected by the Credit Union’s Board of Directors and has taken over the reins from Ray E. Cromer, Jr., effective January 26.
Worrell has over 23 years experience in the financial services industry, including 15 with credit unions. He was most recently Chief Operating Officer of Allegacy Federal Credit Union, a 1.1 billion dollar institution in Winston-Salem North Carolina.He has a BS and MBA degrees as well as completing several industry and service related programs that include the CUES (Credit Union Executive Society) CEO Institute, Ritz Carlton Service Institute, Winston Salem Leadership Program, The Center for Creative Leadership and the Edmunds Group Executive Coaching Program.He has served in a leadership capacity within the credit union industry as a Director for the North Carolina Credit Union Executive Society (CUES), the CUSC (North Carolina Shared Service Centers), the Operations Committee for the North Carolina Credit Union League and the Middle Tennessee Chapter of Credit Unions.“We took our time with this selection,” said David Helton, Chair of the Envision Board of Directors. “Our board and senior leadership wanted to ensure a good fit for our mission, vision and organizational culture. Darryl Worrell brings a new perspective to our credit union, while embracing our traditional credit union values and commitment to responsible management.”
“I’m excited about being selected to lead Envision,” Worrell said, “and I’m honored to be succeeding Ray Cromer who is widely known and highly respected for his innovative ideas and his dedication to credit union ideals.”











